We met with James to make sure we were setting our young family up with a secure financial situation now and in the future. James considered our needs and values and set up a plan that was simple for us to understand. 3 years on everything is going well and James had been there for every question we’ve had. We trust his knowledge is up to date and he doesn’t spook easily. The whole process with James had been easy and reassuring and we’ve already seen the positive outcomes