Personal Finance Portal

We launched William James with one aim – to provide the best possible service to our clients. With a wealth of experience in the financial services sector, we saw that change was needed, so we are now leading the way in modernising how the sector works. We will always give our clients the best advice. We’re totally independent, so we can offer the most suitable solutions and services to reach our clients’ goals. We know that to give clients the best advice we need to understand their goals and ambitions, so we work hard to build a strong relationship with our clients that results in successful outcomes for all.