James Saulsbury

James Saulsbury

Saulsbury Independent Financial Planning Ltd

Minimum savings/pensions: Over £50,000

0330 038 8941
Based in Perranporth
View location
Top Rated 2025
Verified since: January, 2018
4.9 out of 5

117 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 25 March 2025

    James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    James has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 November 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate 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 provided information on their typical fees

    James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 17

    Positive 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 17 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 25 March 2025

    James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    James has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 November 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate 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 provided information on their typical fees

    James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 17

    Positive 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 17 first impressions)

As an Independent Financial Adviser I’m committed to delivering better value and choice for my clients. For more than 15 years, I’ve been helping individuals, families and businesses reach their financial goals. For me, planning for the financial future is more than just looking at numbers; it’s the people and aspirations behind the figures that matter the most. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running and protecting a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning. I enjoy translating the often complex nature of financial planning terminology into an easy to understand language for my clients. Outside of work my spare time tends to revolve around my family. I try to give back to the local community by coaching two junior age groups for my local football team.

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

Based on responses provided by clients who have reviewed this adviser

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Adviser Disclaimer

Saulsbury Independent Financial Planning Ltd are authorised and regulated by the Financial Conduct Authority. FNR Number 789577. Registered Head Office: Unit 2C, Trevissome Park, Chiverton Cross, TRURO, TR4 8UN. Saulsbury Independent Financial Planning Ltd is a Limited Company. 10391786. Capital at Risk. Investments can fluctuate in value and investors may not get back the amount they invest. Tax rules can change at any time. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning.