Our Experts

finance with foresight

Wayne Audsley ACII APFS Chartered Financial Planner

At James Financial, you will only receive advice from experienced and fully qualified Chartered Financial Planners.

We both started our careers in the financial advisory sector and have now amassed nearly 35 years of combined industry experience between us. Over that time, we have passed the odd exam or two, but just as importantly, we have learned what clients really want from their advisers and just as importantly, what they don’t want!

With this in mind, we started James Financial with the express aim of taking a fresh, client focused approach to providing financial advice and managing money.

Our aim is to maintain a professional practice that is large enough to cope with the demands involved, whilst restricting our ultimate size to that which will always allow us to retain our personal relationships. In practical terms, this means that when it comes to delivering our advice, our clients only ever deal with ourselves.

Qualifications

Wayne Audsley

We acknowledge that qualifications in themselves are no guarantee of quality and no substitute for large amounts of experience and common sense. However, we believe that qualifications are a good starting point if you are seeking to appoint an adviser, especially if your needs are more complex.

  • Member of the Personal Finance Society (DipPFS)
  • Associate of the Personal Finance Society (APFS)
  • Chartered Financial Planner (ACII APFS)
  • RO1 Financial Services, Regulation & Ethics
  • RO2 Investment Principles & Risk
  • RO3 Personal Taxation
  • RO6 Financial Planning Practice
  • AF1 Personal Tax and Trust Planning
  • AF3 Pension Planning
  • AF4 Investment Planning
  • AF5 Financial Planning Process
  • CF1 UK Financial Services, Regulation & Ethics
  • CF2 Investment and Risk
  • CF3 Financial Protection
  • CF4 Retirement Planning
  • CF5 Integrated Financial Planning
  • CF6 Mortgage Advice
  • Level 3 Certificate in Mortgage Advice
  • Level 3 Certificate in Financial Planning
  • Level 3 Certificate in Life & Pensions
  • Level 4 Diploma in Financial Planning
  • Level 6 Advanced Diploma in Financial Planning (CQF)

In addition, whilst all regulated financial advisers must complete 35 hours of Continual Professional Development every year, at James Financial we view this as the bare minimum. We do not view the extra time spent as a cost and neither are we concerned about the short term impact on profits. Instead, we view this approach as an investment in our intellectual property and an absolute necessity if we are to maintain the levels of knowledge needed to provide our clients with the best, most up to date advice.

Our Experts
Our Experts

Phillip Betts BA (Hons) FPFS Chartered Financial Planner

Our clients are always treated as individuals and this is reflected in the advice and service we provide

Central to the James Financial philosophy is our recognition that everyone is different and that rigid processes are not always the best starting point.

As the business owners, we are free to spend whatever time we feel is necessary to ensure that clients receive the best possible outcome - both at the outset and on an ongoing basis.

Whilst we could say more about ourselves as individuals, we believe our commitment to providing the highest quality independent advice and wealth management service is what really matters. We believe our combination of experience and technical knowledge, not to mention our enthusiasm and integrity, leave us very well positioned to do just that.

In the context of James Financial, nothing else is more important – but if there is anything else you want to know about us or James Financial, please just ask.

Qualifications

Phillip Betts

We acknowledge that qualifications in themselves are no guarantee of quality and no substitute for large amounts of experience and common sense. However, we believe that qualifications are a good starting point if you are seeking to appoint an adviser, especially if your needs are more complex.

  • Financial Planning Certificate
  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • J01 Personal tax
  • J02 Trusts
  • J03 The Tax & Legal aspects of Business
  • J04 Pension Funding options
  • J05 Pension Income options
  • G60 Pensions
  • AF2 Business Financial Planning
  • AF3 Pension Planning
  • AF5 Financial Planning Process
  • HR1 Home Reversion Plans
  • CF2 Investment & Risk
  • CF6 Mortgage Advice
  • CF7 Lifetime Mortgage Activities
  • CF8 Long Term Care Insurance
  • CF9 Pensions Simplification
  • Business Studies BA Honours Degree 2nd Class 1st Division
  • Level 3 Certificate in Financial Planning & Lifetime Mortgage Activities
  • Level 3 Certificate in Equity Release
  • Level 3 Certificate in Financial Planning
  • Level 3 Certificate in Financial Planning & Long Term Care Insurance
  • Level 3 Certificate in Mortgage Advice
  • Level 6 Advanced Diploma in Financial Planning

In addition, whilst all regulated financial advisers must complete 35 hours of Continual Professional Development every year, at James Financial we view this as the bare minimum. We do not view the extra time spent as a cost and neither are we concerned about the short term impact on profits. Instead, we view this approach as an investment in our intellectual property and an absolute necessity if we are to maintain the levels of knowledge needed to provide our clients with the best, most up to date advice.

Request a Call Back

If you would like us to call you back (to arrange a meeting or discuss how we may help you) simply complete the form below.

Get in Touch

James Financial provide quality financial advice to individuals and businesses.

31 Lairgate, Beverley
East Yorkshire, HU17 8ET

Planet House, 2 Woodhouse Street
Hedon Road, Hull, HU9 1RJ

T 01482 860 700
F 01482 221 097
E info@jamesfinancial.co.uk