Financial Services

Return to 'Services to Individuals' page.

Financial planning can cause confusion for many people.

There is a myriad of products out there to choose from but which is right for you?

The Hugh James Financial Services team is here to help you achieve your investment goals.

We offer independent professional advice on all aspects of financial planning.

We are not tied to any particular product or provider so we will search the market to give you totally impartial best value solutions according to your needs.

Personal service is of prime importance to us at Hugh James. All of our financial advisers will thoroughly assess your individual needs to ensure you receive a truly bespoke service.

Hugh James is authorised and regulated by the Financial Services Authority.

Request Brochure

Return to 'Services to Individuals' page

Hugh James Financial Services:

Dealing with Debt
Financial Advice
Health Insurance
Improving Credit

Investments
Illness Insurance
Inheritance Tax Planning
Mortgages

Pensions

Plus online debt recovery support

Our areas of expertise include:

Investments: lump sum and regular contribution investments for growth and or income, school fees, planning etc

Pensions: Tax efficient investments into and beyond retirement, including Personal and Stakeholder Pensions, Self Invested Personal Pensions (SIPPs), Annuity Purchases and other retirement options

Inheritance Tax Planning: We offer the complete Inheritance Tax Planning service to help maximise the estate you can pass onto your family

Life & Critical Illness Insurance: Mortgage/loan protection and family protection to suit your needs

Health Insurance & Income Protection Plans

Mortgages: advice based on constantly updated data on the most competitive mortgages available from the whole of the UK market - house purchase, remortgage and buy to let