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James Tall

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Wales

Covers

Newport, Gwent, Bristol, South Glamorgan

James Tall

Independent Financial Adviser

I have gained a number of years’ experience working in the financial services industry since completing my master’s degree in Finance and Investments and have been a part of the Fairstone family since 2019.

I advise clients on all aspects of their financial planning requirements, ranging from areas such as investment advice, retirement planning and inheritance tax planning. As an Independent Financial Adviser, I am passionate about working closely with clients to create long standing relationships and guiding them towards their financial goals both now and later on in life.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Wales

Covers

Newport, Gwent, Bristol, South Glamorgan

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