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.

Adam Bamford & James Wallis

In this episode I'm joined again by Adam Bamford from Colleague Box. In a role reversal he's going to be the one asking me the questions as the host!

Simon Bucknell

In this episode it is great to be joined by Simon Bucknell, one of the co-founders of EMBS. During the episode we talk about Simon’s career so far, from falling into recruitment to seeing that change over his time. We then get to talk about all things recruitment and employees including: How he is currently seeing things within his businesses specialist areas of recruitment (technology, property and engineering), How the role has changed to being as much about consultancy with employers as actually finding suitable potential candidates for positions, What an ‘Employment Value Proposition’ should look like, the benefits of having one, and the things that aren’t really important The one key element that is vital to both attracting and retaining employees And finally what candidates should be looking to do if they are considering a change.

James Baker

Welcome to another episode of the Inside Derby podcast. In this episode I am joined by James Baker, Chartered Building Surveyor Director at Invise Limited. We talk about his career so far, what the job actually entails, about giving back to his professional body and the benefits that has brought, as well as the decision to start his own business and how it has gone so far.

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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.