James Storey
Independent Financial Adviser
James Storey has been in the financial services industry for over 18 years addressing the needs of his clients. When asked, his clients have said that he advises in a way which is “easy to understand, jargon free and that he is passionate about the service he provides”.
Obtaining the right independent financial advice is paramount and I have the experience and knowledge to manage your financial needs covering all aspects of Pension, Investment, Mortgage and Protection planning.
Pennymatters fully embraces the latest technology to maximise planning time for advisers and minimise client cost.
For an initial enquiry or a comprehensive financial review please email jamesstorey@pennymatters.co.uk
Investments
There are times when it can prove difficult to establish your true financial wealth, which is why we provide advice in a friendly and clear manner. Pennymatters has been built based on reliability and excellent service.
Retirement Planning
Keeping on track of your retirement plans can seem a daunting subject. Take advantage of our pension review service to gain control and understand your options.
Protection
Have you considered the financial consequences of not having adequate protection cover in place? Help make sure your family are financially protected for every eventuality.
Mortgages
Be sure to obtain independent advice when making one of the biggest financial commitments in your life. We have experts to advise you on all types of mortgages.
Estate Planning
Will the tax man benefit more from your death than your loved ones? Succession planning in the event of your death is key to avoiding unnecessary complications.
Corporate Services
Increase the value of your employee benefits package. Contact us to understand the benefits for your employees.
Engagement
Discovery
Research & Analysis
Recommendation
We will discuss your Personal Finance Plan we’ve developed specifically for you, setting out the recommendations designed to achieve your goals.
Implementation
Once our advice has been agreed, we will proceed to implement the recommendation.
Ongoing Relationship
What my clients say about me
I am delighted to recommend the services of James Story and Pennymatters. Both my husband and I have known James for the past 10 years, and during that time his expert advice enabled my husband to take early retirement 5 years ago. James’ service is exemplary, and his knowledge exceptional. His constant guidance regarding our financial investments is a source of assurance to us both which we could not be without. We have both been so impressed with James, that we have recommended his services to friends and relatives, who also now work with James.
H & PW Berkshire
I have been a client of Pennymatters for 7 years since retiring from work. I have been very satisfied with the client care and expert advice I have received, which have enabled me to maximise my pension income. James Storey is always available by phone and home visits are never a problem. James is friendly, approachable and always happy to explain, advise or reassure; whatever is required.
LG, Berkshire
I would like to express my thanks to James Storey at Pennymatters Limited for the work he has done for me over the past years. I was very impressed with the personalised professional service and advice given to me with regards to pensions and investments; he tailored this specifically to suit my situation and future needs. I felt very comfortable to put my finances in his care and for him to give me direction. He is always available to provide guidance and deliver quality advice and willing to spend time to explain complex issues in a clear way and I have learnt to trust his judgement over many years. I have no hesitation in recommending any services with complete trust and I look forward to a continued relationship with James.
JS Essex
We have been working with James and Pennymatters for well over ten years. During that time we have consolidated our pensions, organised multiple re-mortgages and recommended James to our friends and family. The advice given is always relevant and considered, James and the team do not disappoint.
VK, Kent
We first met James about 5 years ago through the recommendation of a mutual acquaintance. We can honestly say that we would not be in our current secure position if it were not for the knowledge, financial insight and integrity he offers. We would recommend as honest and knowledgeable, offering a complete financial service and entirely trustworthy.
C CS, Leeds
For more information, please contact:
James Storey
T: 01344 577890
M: 07770 965 677
E: jamesstorey@pennymatters.co.uk
