James Ferguson
DipFA, CeMAP

James is a fabulous Financial Adviser. He is extremely grounded, pragmatic and always has my best interests at heart.

Which can be a rare find in the world of financial advisers. I would not hesitate to recommend him to anyone. His expertise have made a genuinely positive difference to my financial future.

I genuinely enjoy working with James. I like his style, the time he takes to understand my goals and risk appetite and his ability to explain his recommendations in a way that enables me to make informed investment decisions.

I started working with James several years ago to restructure my pension and build an investment portfolio and I am pleased with how these products are now performing.

For the past 2 years, James has been providing me with financial and investment advice, including but not limited to retirement planning.

His advice has been first class and the investments have all, without exception, brought higher than expected yields. He brings an enormous breadth and depth of knowledge and experience with diffferent investment possibilities and platforms.

He knows how to explain complicated financial terms and processes in ways that I understand. He's patient and gives me space to ask all the questions I need to as often as I need to! And he explains things clearly at my pace.

He's never adopted a hard-sell approach with me. Instead he's taken time to listen and understand my circumstances and then identify a savings and investment strategy accordingly.

I have no hesitation in recommending James to you whether you are based in UAE or in the UK.

A colleague recommended James to me when I was looking to consolidate various pension plans that I had at the time. I have been very impressed with his advice and assistance in setting me up with one new scheme which suits my current needs and retirement plans.

He did all the leg work in contacting the various providers to release the funds into my new scheme. His communication throughout the process was excellent and we have regular catch-ups to discuss the performance of my pension and other investments he is advising me on.

In short I am happy to recommend James to anybody looking for somebody to advise on retirement planning and wealth management.

James offers me well thought out advice, explains options and rationale for any recommended changes and is responsive to requests and proactive in maintaining contact and keeping me informed with progress or events. I feel confident in his advice and support during our multi year relationship.