0330 038 8941
Based in Inverness
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FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 March 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
James has not received any client reviews in the past 12 months
James has not received any reviews in the last 12 months
James has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
James has not yet added their fees to their profile
Fees not yet added
James has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with James
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 March 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
James has not received any client reviews in the past 12 months
James has not received any reviews in the last 12 months
James has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
James has not yet added their fees to their profile
Fees not yet added
James has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with James
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 7 first impressions)
I have 33 years experience as a financial planner and set up Achieve Financial Planning Ltd in February 2010. We provide fee-based financial planning & wealth management advice to clients who wish to keep the affairs in order and achieve a high probability of meeting their financial goals whether that is ensuring a comfortable retirement or passing wealth onto their family. We are committed to providing a first class service for our clients and prefer to be meticulous rather than broad brush because we want to help our clients to achieve the best possible outcomes. Providing expert advice on investments, pensions and estate planning we help you invest tax efficiently, in low cost investments & at the right level of risk to ensure that you can meet your lifetime objectives. We help you to understand your objectives and work towards how they can be achieved - we want to leave our clients feeling in control of their finances and confident about their financial future. Your initial meeting with us can be arranged at a time and place that suits you, all at our cost. This can be at our office, or somewhere more convenient to you. We will show you what we do for our clients and it will then be up to you to decide if you want to move forward with us. Many investors still invest with fund managers who aim to beat the average market return by stock picking or market timing. This is a hard game to win - the probabilities dont look good so we follow an evidence based approach with the intention of improving our clients probability of a successful investment experience. Get in touch so you can compare your present investment solution / service with what we offer & recommend. You are likely to be surprised.
Offers available through VouchedFor
Contact James through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About James's clients
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Adviser Disclaimer
Achieve Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (513673). Registered in Scotland: Registered Number SC367766 Business and Registered Address: 62 Academy Street, Inverness, IV1 1LP. Tel: 01463 630631, Email: enquiries@achievefp.com, Website: www.achievefp.com