Steve James

About Steve

Steve James

Financial Adviser
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About Steve

Steve has worked in Financial Services all of his working life, much of it with HSBC Bank Plc where he received excellent training and experience around mortgages, protection, investment planning and pensions and over the last 15 years in the Corporate financial advice arena.

Steve is fully Diploma qualified to provide advice on all areas of financial planning, including: protecting your family and your borrowing, aiming to get your investments working hard for you and in a tax-efficient way, designing your retirement plan so you can afford to enjoy your retirement and aiming for you not to be paying too much for your mortgage.

A major part of Steve’s work is with business clients, looking at all areas of financial planning such as:

  • Aiming to get cash assets in the business invested to maximise returns and tax efficiency.
  • Extracting the profits of your business in the most tax-efficient manner.
  • Implementing and managing workplace pensions – being mindful of new pension reform rules.
  • Identifying and mitigating the liabilities that could be created by the loss of a key person.

Outside of work Steve enjoys spending time with his grandchildren and family.