Financial Adviser DipPFS in Belfast
I help professionals, business owners and self-employed clients bring clarity and structure to their finances.
I’m a Financial Adviser based in Northern Ireland and began my career helping people understand their defined benefit and defined contribution pension options at important decision points.
Today, I help clients make confident decisions about their pensions, income and long-term plans - so they can feel more in control of their financial future.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Belfast
County Antrim
Northern Ireland
James is located in Belfast and offers expert financial advice to suit your needs.
I’ve worked in financial services since 2017, starting in pensions roles where I helped individuals understand their defined benefit and defined contribution options at retirement, alongside supporting the ongoing review of large workplace pension schemes.
That experience showed me how overwhelming financial decisions can feel without clear guidance and practical support.
Today, I work with professionals, business owners and self-employed clients to help them feel more organised, confident and in control of their financial future. I take a modern and personal approach to financial planning, using tools such as cashflow modelling to help bring plans to life and make future goals feel clearer and more achievable.
Creating an open and comfortable environment is also important to me. I’m passionate about supporting clients from all backgrounds, particularly the LGBTQ+ community, and making financial advice feel accessible, inclusive and free from unnecessary jargon.
Outside of work, I enjoy keeping active through CrossFit, trying new food spots and long walks with my partner and our St Bernard, Margot.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession 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 Financial Services Ltd & Quilter Financial Ltd on 15 May 2026.
