Menu Menu Menu
Login Login Log in Search Search Search
Our Financial Advisers

Our Financial Advisers

We have Financial Advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

James Shattock - BSc (Hons) CFP Chartered MCSI DipPFS

James graduated with a degree in Maritime Business with Law. He began his career in underwriting and moved to Financial Services, joining Hargreaves Lansdown shortly after. He has since qualified as a Certified and Chartered Financial Planner. In 2015, James was selected to feature in the Spear’s Magazine Top 50 High Net Worth Wealth Managers.

FCA reference number: JRS00072

James Shattock


  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Certified Financial Planner CM
  • HND Marine Operations
  • BSc (Hons) Maritime Business and Law

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

Client feedback

Book your free consultation

More about our advisory services

Have a question?

0117 317 1690