Qualifications
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.
Specialisms
- Savings & investments
- Retirement planning
- inheritance tax planning
- Protection plans
- Life cover
Find an adviser
Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.
Contact us
Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
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