Welcome to James Oram a Chartered Financial Planner
and independent provider of financial advisory services to private clients,
trusts and professional organisations.
Our aim is to provide an innovative service.
Making provision for your dependants should you die prematurely or protecting your lifestyle should you suffer a serious or long term illness is an essential part of financial planning.
Many of our clients reach a point in their lives when they would like to review the financial arrangements they have established to date as well as create a more structured plan for the future.
James Oram holds the G60 pensions qualification and has extensive experience of advising on pensions including occupational schemes and pension transfers.