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James Pinches

Independent Financial Adviser

I am diploma qualified independent financial adviser and have been involved with the financial services industry since 2014.  My career began shortly after graduating university, fulfilling admin roles before becoming an independent mortgage and protection adviser. I’m continuing to further my development currently working towards becoming a chartered financial planner.

My ethos is ensuring my clients have a bespoke plan for their financial goals and I specialise in pension and investment planning. My key goal is to help my clients plan for their long term financial future whilst also being able to help with any short term targets.

When I’m not working I enjoy spending time with my wife and two young daughters. I also enjoy playing various sports, mainly football and golf.

Expertise in

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

West Midlands, Worcestershire, Staffordshire

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