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.

Kul Mahay

In this episode I talk with Kul Mahay, CEO AND Founder of Ignite Your Inner Potential. We talk about his 32 years in the police force, his passion for leadership and emotional intelligence, as well as what he is doing to make the World a more inclusive and diverse place.

Helen Vann

In this episode I am joined by Helen Vann, Sales Manager at Penta Hotels Derby. We talk about Helen's career in leisure and hospitality so far from planning weddings to being Sales Manager of a hotel, as well as the reality of working in a hotel behind the scenes.

Lee Marples

In this episode I talk with Lee Marples, one of the co-founders at Derby based creative agency Think 3. We talk about his career so far, how he could have taken a different pathway to become an architect but instead became an auditor, as well as starting Think 3. We talk about how they have built their culture, the growth and the challenges of Coronavirus to a young business.

white-branch

“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

white-branch
white-branch

“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

white-branch
white-branch

“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

white-branch
white-branch

“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

white-branch
white-branch

“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

white-branch
white-branch

“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

white-branch
white-branch

“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

white-branch
white-branch

“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

white-branch
white-branch

“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

white-branch
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.