James Sutton's Qualifications

  • CeMAP Certificate in Mortgage Advice and Practice
  • DipPFS Diploma in Financial Planning

James Sutton

Managing Director & Financial Adviser

“I love being part of a team who are all aligned to doing the very best for clients and supporting each other.”

About James

I’ve worked as a financial adviser since 2006, initially specialising in mortgages, life insurance, and associated products. Since then, I’ve continued to develop my professional knowledge which enables me to also give advice on pensions and investments.

I enjoy helping all clients, but those who require larger mortgages or are planning for their retirement will benefit from my knowledge and experience. In particular, limited company directors and self-employed clients enjoy challenging my technical know-how to enable them to achieve their financial or mortgage objectives.

In my spare time, I’m kept busy in a hectic home with three children and two dogs.

When I manage to get away from enjoying helping the children with their various activities and running the business, I love getting out in the fresh air. My way to relax is to be out running or on my bike, and I can generally be found out and about around the Clent Hills.

Qualifications

  • CeMAP Certificate in Mortgage Advice and Practice
  • DipPFS Diploma in Financial Planning

James in the spotlight

The three things I love most about my job are:

Helping people, having a job that is also my hobby, and being part of a team who are all aligned to doing the very best for clients and supporting each other.

The types of people I most enjoy working with are:

Looking to purchase a beautiful home to live in with their family or maximise their financial plan for retirement.

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