Jim Coudis

Independent Financial Adviser

Liverpool

Jim has worked in the financial services sector for almost 30 years, and he takes great pride in helping people with their own individual financial objectives. He works together with clients to build a long-term client and adviser relationship built on trust.

Jim advises on most areas of financial planning, and you can take a look at his areas of expertise below.

From the very start, Jim made me feel comfortable discussing financial matters and going into great detail to help me understand and make the right decisions for me. He builds up a trusting and friendly relationship.

Specialisms

  • Savings & investments
  • Retirement planning
  • inheritance tax planning
  • Protection plans
  • Life cover

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