James Woodhouse

Chartered Financial Planner

James is keen on building plans with clients to achieve their goals, big or small, so their money fulfils their ambitions and is a source of happiness rather than worry. By listening carefully and assessing both short term and long term goals, clients are left feeling confident about their future. James has a strong knowledge of investments and pensions, presenting this to clients in a way that is easy to understand. He focuses on building relationships on trust and high-quality work.

James has been in the industry for over a decade, starting in administration. He joined Saltus in 2015 as direct support to financial planners while collecting his Chartered status, before advising clients on his own. James has worked through vast industry changes, such as the introduction of pension freedoms, and achieved a high level of technical knowledge. This enables him to best advise clients of all types, whether it’s people at the start of their careers looking for sound financial planning, people at the end of their career transitioning into retirement, or anything in between.

By listening carefully to clients and understanding their short term and long term goals, James helps them to feel more confident about their future.