10 financial tips for East Midlands business owners

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The retirement transition: A guide to preparing for modern retirement

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The complete guide for first-time buyers

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Leaving an inheritance vs gifting during your lifetime

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The guide to later-life planning and care

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10 simple but effective ways to create a better you

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Guide: The history of investing and what you can learn from the past

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Your retirement choices: how to generate an income in later life

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10 things that could increase the value of your property

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10 ways to make the most out of your garden in 2021

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Behavioural biases: How they impact your financial decisions

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The 2020/21 end of tax year guide

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Inheritance Tax and gifting guide

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Your complete guide to mortgages

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Guide to ESG investing

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Revealed: The value of financial advice

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How to get a better work-life balance

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12 key points to consider before you start investing

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Your essential guide to ISAs

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“James is a warm and friendly adviser with a very professional manner. He guided us through our retirement options in a straightforward way. We now feel much more confident. I would definitely recommend James.”

John & June Clients since 2019

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“James has relieved me of the burden of attempting to manage my own portfolio. We have seen highly acceptable returns, with minimal effort required on our part. I would be glad to recommend James' services.”

Don & Celtria Clients since 2014

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“James has been very supportive and helpful in explaining the financial options open to me. He is very approachable, has a friendly, professional manner, and is always very accommodating. He is always reliable and punctual.”

Anne A client since 2015

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“James provided a thorough overview of our financial situation, including how to achieve what we wanted to. We can't fault anything with James. He is very knowledgeable and sets things out in an easy to understand manner.”

Ian & Lorraine Clients since 2013

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“Pensions can be a minefield; I hadn’t got any idea of anything! James guided me through the process. He didn’t sugarcoat as some advisers do. He spoke to me like a real person. Very knowledgeable.”

Andrew A client since 2015

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“James presented all my retirement options in a clear, jargon-free manner and put me at ease with his professional, friendly approach. I don't think there's much that he could have done any better short of acquiring a crystal ball!”

Robert A client since 2015

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“I had sold my house and didn’t know what to do with the money. I’m definitely very satisfied with the advice James gave me and continues to give me. I trust his advice implicitly and feel quite safe in the decisions we have made.”

Jean A client since 2014

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“James clearly explained our options, talked us through the processes, never talked down to us, and was very encouraging and positive. As a result, we have been able to retire earlier than we first thought.”

Mary & Stuart Clients since 2019

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“James answered all our questions (we had a lot!). He’s approachable and easy to work with. Before talking to James, we had estimated an outcome. After working with him, we have a much better outcome than we ever expected. Excellent.”

Corinne & Dave Clients since 2019

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Reviews and Ratings for Financial adviser James Wallis, Derby

What our clients say

We’re proud to be able to share the real words of real clients, as well as our extensive reviews on VouchedFor. Please take the time to read our testimonials and explore our profile.