Financial Adviser Enfield

Call: 020 8363 7695

• Financial Advise
• Inheritance and Wills
• Insurance
• Investments
• Pension Planning

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When looking for a financial adviser Enfield contact Geoff James at James Financial Services. I will be able to offer you support and advice based upon the whole market and with your financial objectives in mind.

I am a sole trader with 10 years experience working as a financial adviser and offer a friendly and reliable service. I will take time to understand your unique personal circumstances and make recommendations based upon your agreed requirements.

As a result of this approach to my business I am pleased to say that over 70% of all ongoing new business is gained through client recommendation and word of mouth.I am also pleased to say that I operate with a high client retention rate.

My services include personal and strictly confidential meetings and I am happy to travel to all my clients if necessary. I aim to make the process as simple and as accurate as possible. I deal with will planning, life assurance, inheritance tax planning, savings, pension planning and investments.

Our initial meeting will be free of charge and will give me a chance to explain my Financial Adviser Enfield status and how I operate in more detail. It will also provide me with an opportunity to discuss your own personal aims and objectives and as a result target my advice accordingly.

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	I have read, understood and agree to the Data Protection Declaration: Yes No I agree to further contact as described in Our Future Relationship Yes No Data Protection Declaration James Financial Services Ltd will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidental now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts. To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for duration of any contract you may enter into. You have the right to inspect these records at any time. Our Future Relationship Our ongoing business relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage and associated protection product arrangements and introduce other services that may be of interest to you from ourselves or our associated companies. Close information