James Trotman

I am an Independent Financial Adviser at Fairstone Financial Management providing independent and impartial advice, having been in the financial services sector since 2019. I started out as a mortgage adviser working for a local financial adviser before obtained my qualifications and broadened my knowledge to become a Financial Planner with the Personal Finance Society.

My approach to financial advice has always been to give the very best experience to all my clients. I value each client’s individuality and work very closely to get to know them and to create a plan which is bespoke to them. I am extremely passionate about helping my clients and their families achieve their financial aspirations. I specialise in offering expert advice in a wide range of areas, including retirement planning, inheritance tax and investments, mortgage advice, equity release and long-term care planning.

Given Fairstone Financial Management independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms.