Choosing the right financial professional is a big decision.

You’re looking for someone you can trust to help you make the best decisions. Someone who can guide you to achieving both your financial and lifestyle goals.

We believe the following aspects of our advice and service make us stand out from the crowd.

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Chartered

As a Chartered Financial Planner, James has demonstrated the knowledge, ethical conduct and ongoing development required by the Chartered Insurance Institute (CII) to receive this gold standard accreditation.

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Independent

Being independent, we’re able to recommend financial solutions from the whole of the market. This should give peace of mind that we are acting in your best interests.

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Financial Planner

James helps people match their life to their money, rather than their money to their life. Financial planning is holistic; a plan for the future, rather than one-off, short-term advice.

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Fixed fees

Unlike many Financial Advisers, we charge fixed fees as opposed to a percentage of your wealth. It means you pay a fair price for the value we add to your situation. Learn more here.

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Local

We’re committed to helping local people through financial planning. We’re based in the centre of Derby, making our office the ideal location for people across the East Midlands.

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A fresh approach

We believe it’s important to get to know you and your goals before anything else. Our approach is simple: friendly, personable and logical. We make things as easy and enjoyable as we can!

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Meet James

Specialising in working with family people who are planning for retirement, as well as small business owners, James’ goal is to help people match their life to their money.

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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.