The Inside Derby Podcast – hosted by James Wallis, Founder and Chartered Financial Planner at Aristotle Financial Planning. The podcasts are unscripted interviews with entrepeneurs, business leaders and owners, as well as other interesting people and organisations from in or around the Derby area. Showcasing great people and great businesses in our area.

James Bacon

In this episode I am joined by James Bacon of the Body Fix Coach. We talk about his initial venture into health & fitness by his own journey, which then led to him beginning a career in the health and fitness industry and starting his own business. We than talk about how that has gone with the various approaches including beginning work to help people address their pain points with his work via The Body Fix Coach.

Lizzie Butler

In this episode I am joined by Lizzie Butler of LB Communications. Lizzie is a Communication and Business Development specialist working with individuals and teams to enhance their communication skills and business development. We talk about Lizzie's career journey so far as well as the events which changed directions for her a few times, the area of work that she is interested in and the work that she does, as well as plans for the future.

Joe Burns

In this episode I talk with Joe Burns, CoFounder of Reformed IT, Professional Speaker, Certified Ethical Hacker and Coach. Firstly we talk about building a business at a young age and how that went. We talk about exiting that business and his experience of that. We discuss his roles in professional speaking and coaching. We talk about being a Certified Ethical Hacker and Joe provides some basic cyber security tips. Finally we talk about his current business and the growth plans for that.

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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.