Your 2026 Autumn Budget update and what it means for you
The chancellor, John Healey, has delivered the 2026 Autumn Budget. It included wide-ranging changes that will ...
James supports Ross, helping to keep client cases moving smoothly. His role includes preparing documents, gathering information, organising meetings, updating client records, processing applications and withdrawals, and following up with providers, helping advisers focus on planning while clients remain supported throughout the process.
James enjoys playing golf, walking his dog, cooking for his family, and catching up with friends over a pint. He also likes Plymouth Argyle, horse racing, music, a fresh haircut, new aftershave, and spending time by the coast.
of clients believe that working with us has, or will, help them achieve their financial goals
of clients would recommend us to their friends, family, or colleagues
of clients were very satisfied that we understood their needs, goals, aspirations, and objectives