James Black

Chartered Financial Planner
BA (Hons) APFS, Cert CII (MP)

Skills & Area's of Advice

Pension Advice
Pension Transfer Advice - Including Defined Benefit
Pension Consolidation Advice
Pre & Post Retirement Planning
Private School Funding Plans
Wealth Management
Investment Planning
Inheritance Taxation Planning
Protection for Loved Ones and Dependants
General Insurance

Experience & Achievements

Specialism in wealth management and pensions
Achieved Chartered Status
Achieved the appropriate qualification and relevant licence to provide advice on defined benefit pensions and transfers
Membership of the Chartered Insurance Institute (CII)
Worked across all client areas, including private clients, corporate clients and vulnerable clients. Worked with professional connections such as accountants, estate agents and solicitors
Has built a reliable network by providing advice and high-quality services to local individuals, business owners, people starting on the property ladder, clients in the mid-stage of working life, and people coming up to retirement wanting to maximise their living standards

About James Black: Specialist Pension Adviser

I take pride in offering a professional and personalized service. My aim is always to get to know my clients, understand their circumstances, and provide a bespoke service that will help them achieve their financial goals.

Since completing my degree in Law & Economics, I have worked in financial services since 2008. I began my career with one of the largest investment providers in the UK, working on a consultancy basis with adviser firms along the South Coast and in London before becoming a financial adviser.

Outside of work, I have a keen interest in martial arts and football, and I enjoy spending time with my family.

For expert pension advice and comprehensive financial planning, contact me today. Let's work together to secure your financial future.

Contact James Black:

  • Before pressing the Submit button please carefully read our Privacy Policy. By submitting your application you agree that you have read and fully understand The Pension Tracing Services Privacy Policy and that you are more than happy to continue your trace. Explanation:
Inheritance Tax Plannings are not regulated by the Financial Conduct Authority.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Looking for a Pension Specialist Financial Adviser near you? 
Contact us today to schedule a free initial appointment to discuss your pensions options!
Transferring out of a defined benefit/ final salary pension is unlikely to be in the best interest of most people.

Why Choose Us?

Experienced Advisers: Our team brings a wealth of experience and knowledge, ensuring you receive advice that is most appropriate for your needs.
Tailored Solutions: We recognise that every client's needs are different, and we offer solutions that are customised to suit your unique situation.
Proven Track Record: Our clients trust us for our commitment to excellence and the successful outcomes we've achieved.
CONTACT JAMES
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited August 2024

Disclaimer

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
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. Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles of Beals Mortgage and Financial Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

Auto enrolment, Taxation Advice including Inheritance Tax Planning, Estate Planning and Pension Tracing are not regulated by the Financial Conduct Authority.
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