Noble James Associates Ltd
Established in 1999, Noble James Associates Ltd is a privately-owned firm of independent financial advisers based in the town centre of Stroud in Gloucestershire. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives. We believe very strongly that our client's relationship with us is an ongoing one, and that circumstances and plans need to be regularly reviewed along the way.
With each of our advisers having over 20 years of industry experience, our clients benefit from being able to access independent advice on a broad range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
We offer an initial consultation, at our offices in Stroud, without charge or obligation, where we can discuss your situation, and to establish how we may be able to assist you.
We will then be able to outline any costs or fees we may charge and to put you in a position to decide whether you wish to proceed further.
Our charges can be structured in several ways. Some of our clients prefer us to be paid via plans we may set up for them (this may only be available on certain plans). Others prefer to pay us directly for our services. A limited number of protection plans will allow us to to accept commission from a plan provider. Whichever method, we will always fully outline our fees or disclose any commission we may receieve in an open and transparent manner.
Further information on our charges and services can be found in the 'Our Documents' section, click this link for more details: Our Documents