0330 038 8939
Based in Ballymena
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Verified since: August, 2024

5 out of 5

18 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 March 2025

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

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    James has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Mortgage Adviser

    Last checked: 13 February 2025

    James can advise across a wide range of mortgage products in the market. It is important to ask if James checks lenders’ direct-only deals.

  • 2

    Qualifications Uploaded

    2 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

    Fees not yet added

    James has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 March 2025

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

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    James has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Mortgage Adviser

    Last checked: 13 February 2025

    James can advise across a wide range of mortgage products in the market. It is important to ask if James checks lenders’ direct-only deals.

  • 2

    Qualifications Uploaded

    2 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

    Fees not yet added

    James has not yet added their fees to their profile

James is the founding Director of JMC Wealth Management Ltd. He obtained his Diploma for Regulated Financial Planning in 2021 and teamed up with the Network New Leaf Distribution Ltd. He is also a Partner of Ballymena Mortgage & Financial Services since 2017. When working with clients, James will be personally involved in putting in place a Financial Plan that helps them achieve their personal goals – using his experience and technical knowledge to find the best solutions for each client individually. James is married with a young daughter. Outside of work he is the Past President of the Ballymena Rotary Club, a hobby sheep farmer and a keen cyclist. We have a simple but effective approach to ensure you can live the life you want, now and in the future.

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

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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Adviser Disclaimer

JMC Wealth Management Ltd is an appointed representative of New Leaf Distributions Ltd which is authorised and regulated by the Financial Conduct Authority. New Leaf Distribution FCA Number 460421 JMC Wealth Management Ltd FCA Number 997574. Registered in Northern Ireland NI697590 The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.