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James Slater

Monday - Friday 09:00 - 20:00 

Covering Doncaster and surrounding areas.

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Meet James Slater

Hi I'm James.

I have worked within Financial Services for the last 23 years working within the financial and banking sector as a Branch Manager and latterly as a Financial Adviser. When

I'm not working I enjoy spending time with my 3 children, family is very important to me.

I also enjoy running and currently I'm training for my next marathon...There's always a next marathon!!

Services and Support that I offer

  • Protecting you and your family
  • Helping you have the Retirement that you want
  • Saving and Investing for the future
  • Estate Planning to help protect against Inheritance Tax
  • Saving for your children or grandchildren
  • Business Protection for owners, directors and key personnel

 

My Commitment to you

I will work with you and help set your plans for the now and support your goals for the future. I will provide advice tailored for you and in a way that is clear to understand and without pressure.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.