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James Durey

Financial Planning Consultant DipFA, BA (Hons), CeFA, CeMAP

A little bit about James

James is a qualified Financial Adviser and has been in the financial services industry since 2005. Within that time he has developed a range of skills, knowledge and expertise that helps him to provide the best solutions for his clients. James has also worked as a medical underwriter in the insurance industry which has given him a wealth of knowledge within the protection business.

Paramount to his work is building up long lasting relationships with his clients. Providing the best customer service possible is key for James when advising his clients.

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James can help you with

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income

Permanent health insurance (aka income protection).

General Insurance

Home contents insurance, buildings insurance.

Mortgage

First time buyers, remortgages, buy-to-let.

What people have to say about James

RC

I highly recommend James Durey from Scotland. He reviewed life cover and pensions for myself and my husband. Being in our 50s it was good to know where we stand and that our three teenage children will be well looked after financially should anything happen to us. James is thorough, efficient and helpful.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.