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.

Kim Borrington

In this episode I am joined by Kim Borrington - franchise owner of Hive Thinking. We talk about Kim's journey including using teaching to enable her to get to Australia, building a business in Australia, living and working in Jersey and how she managed to juggle a teaching role while running her own business, to her return to the UK and all about Hive Thinking.

Colin Mobey

In this episode I am joined by Colin Mobey. We talk about his career so far including going from a Geography graduate into IT in large corporations, working his way up the career ladder and the challenges of that, to his own coaching work and the concept of teamship. enjoy!

Caroline Barker

In this episode I am joined by Caroline Barker, Travel Consultant at Not Just Travel. We talk about deciding to set up a travel business during a pandemic, why become part of a franchise, what a travel consultant can do, the types of travel they have access to as well as her plans for the future.

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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.