James Weyler

James provided clear concise advice regarding my retirement , helping to simplify what initially felt like a daunting process. Although there were some administrative steps involved, the financial benefits working with James far outweighed any minor inconvenience.

I would highly recommend James as a Financial Planner.

James provides quality advice that is well targeted to our needs at this life stage. His attention to our life circumstances has ensured a seamless plan for moving into retirement and it is clear that his advice is well researched. James’ friendly manner and prompt response to queries is much appreciated.

James got me started on my wealth journey. He took my feelings of concern and frustration and turned them into clarity and certainty. He made me feel empowered to make smart money decisions as part of my wealth journey. Thank you James!!

James started by asking a series of questions to understand my situation and needs. He then went through a number of resources to clearly explain my specific questions and in turn opened my eyes to the bigger picture of managing my portfolio. James was an excellent listener and a clear and concise speaker. I would definitely recommend him.