Wayne spent invaluable time with me to understand my financial needs, he explained the complex policy recommended in simple terms and discussed both the advantages and restrictions imposed in the terms. Wayne ensured that I understood the process involved and discussed how the charges were calculated. I am very happy with the outcome. The whole experience was supportive and I felt in very safe hands. - Mr Wakefield
I had previously sought financial advice through my bank, but this service was discontinued and I wanted the security of a professional to oversee my financial choices. Wayne Audsley was meticulous in his assessment of my particular financial requirements. This ensured that we arrived at arrangements which I understood and was happy to follow… he always endeavours to ensure client understanding and to be comfortable about any decisions taken. - Mrs Grinstead
Wayne explained all the possibilities in a refreshingly understandable language and did not try to push us into something that we did not really want. We cannot complain at the way things are going. They are generally as Wayne explained they would be. - Mr Hall
I am very happy with the recommendations offered and certainly could not have achieved the same outcome on my own. - Mrs Fitz-Gibbon
I needed expert advice as I didn't know enough about investing money. Wayne explained what options were open to me and how they all worked in a way I could understand. This gave me confidence to make an informed decision. He didn't try to rush me into a decision and it was obvious that he wanted to use his experience to find the right investments for me. - Mrs Daniels
Mr Audsley was introduced to us through recommendation. On meeting Mr Audsley he immediately gave me the impression that he was honest, very capable and very astute. He was in no way pushy and his easy polite manner gave confidence. If Mr Audsley had not come to us through word of mouth recommendation I may not have been able to retire at my chosen date and his advice has proved crucial to me being able to retire as planned. - Mr Dean
Wayne listened, which is an important thing for me. He then advised me on the best route to take with regard to my investments and pension. Wayne continues to give me clear and concise advice on my investments and takes the time to explain in more detail anything I am not too sure about. - Mr McCreaddie
Due to lack of understanding of financial items I required assistance for our savings and pensions. He understood our requirements and has given us very sound advice as to how to invest. We now understand all our options and have been pleased with the advice and outcome from our ISA's and savings. - Mr & Mrs Hall
Wayne offered expert advice and support in an area where I have very little knowledge. The options that were available to me were explained in a professional and friendly manner. The service provided was both professional and friendly and I would recommend Wayne to others required this service. - Mr Bagley
Wayne came to us by chance when our previous financial adviser left... and what a Godsend he has been for us. His advice has been crucial to us for planning our future financial security. We are close to our retirement and for us good financial advice that we can trust is critical. So far Wayne's advice (always suggested and never pushed upon us) has proved to be sound and has protected our investments. - Mr Gee
Wayne has a none-nonsensical approach to the jargon surrounding finance and clarifies issues transparently, he is a pleasure to do business with and I would highy recommend him, his professionalism and aptitude to any prospective client - Mr Baker
Wayne is a thoroughly professional Financial Advisor with experience across all of the financial management spectrum. His focus on listening to the clients financial objectives and in what timescale is key to his success. I have been a client of Wayne for a number of years and find his his advice on wealth management issues impartial and of great benefit and has provided me with a sustainable portfolio which has provided growth over and above the usual products which people would consider. I would not have any hesitation in recommending Wayne to any of my colleagues and friends to have an objective discussion with Wayne about financial matters - Mr Daniels
Mr Betts has proved to be what I would call a proper financial adviser. By this I mean he actually gives me financial advice, rather than trying to sell me investments. Following the death of my partner, Mr Betts was happy to take over our existing portfolio which he now manages in line with my requirements, leaving me free to do other things. He has also proved to be someone who will go the extra mile, certainly beyond what I would normally expect from a financial adviser. - Miss Cole
We have known Phil for many years and have always found him to be an invaluable source of advice on matters across the financial spectrum… We always look forward to his visits. - Mr & Mrs Dean
Phil was introduced to me by friend and I’m so glad he was. Not only does he run my portfolios, but he is always on hand to give me any other advice I need. I feel very comfortable dealing with Phil and can thoroughly recommend him to others, as I frequently do. - Mr Jessop
Phil was recommended to me by a relative who he also advises. Trust for me is the most important thing and Phil has never let me down. I have little interest in financial matters, but Phil now takes care of everything for me. Not only does he do a great job, but he has also proved to be a very kind and thoughtful man, so it’s always a pleasure when we meet up. - Mr Singleton
I used to take advice from my bank until Phil was recommended to me a few years ago. Wow, what a difference, the contrast could not be any greater! I feel he has always taken a genuine interest in me and my welfare. He put together a plan that is on course to give me the financial freedom I need and with that has come huge peace of mind. - Miss James
We have been with Phillip for many years now and over this time he has always dealt with our finances in a friendly but professional manner. Not only does he seem to know his stuff, but just as importantly it is clear that he has our best interests at heart... As far as we are concerned, Phillip is tried, tested and trusted and we can definitely recommend him to anyone who is looking for a financial adviser. - Mr & Mrs Churms
Phil has been a huge help to me over the years and showed true compassion during some difficult times. We have come to know each other very well and I know that I can always rely on him for sound advice ...There cannot be many financial advisers out there as good as Phil. - Mrs Mcknight
We had little need for financial advice until it came to our impending retirement. After seeking advice from Phil, we were very pleased with the quality of advice and personal service that he provides. As well as being very thorough, we are sure that Phil has our best interests at heart. So we are pleased that he has now set up James Financial and think the Company will do very well under his management. - Mr & Mrs Owen
Our family’s financial situation is not straightforward, but Phil always takes the time to explain things in a way that we can all understand - and he has patiently repeated himself many times over the years to keep reminding us! He is always on hand to help with financial matters whenever we need it and we have come to highly value his guidance and advice… He is now as much a friend as our adviser. - Mr & Mrs Dawson
Whatever you want, at James Financial we will always try to speak your language and tailor our communications to suit your particular needs.
We are experienced advisers who provide a fresh client focused service for individuals and businesses throughout Yorkshire and Lincolnshire.
We set clear objectives based on our clients specific requirements and ensure that these are met and reviewed as necessary going forwards.