Attfield James Financial Management

At Attfield James Financial Management, we pride ourselves on being a small but select team of specialist advisers offering bespoke financial planning and mortgage services to a broad clientele. Our company was founded in 2000, and we have since been built on the core values of providing quality financial advice to clients who are looking for a tailored and bespoke service.

Who We Are

Our team consists of specialists in pensions and investments, insurances and protection, inheritance planning, and mortgages. Our independent financial adviser, Allan, is complemented by our specialist mortgage adviser, Debbie. We are a trading style of Fairstone, and all services are provided by Fairstone Financial Management Ltd. Fairstone's team supports the growth of firms like ours by enabling us to offer investment management and estate planning services.

Our Approach

We specialise in offering clear, jargon-free, no-obligation advice, and we pride ourselves on our open and informal approach, underpinned by expert knowledge. Our promise to you is that we will help you achieve financial freedom, peace of mind, and a good night's sleep. We believe that people do business with people, so we take the time to understand your individual needs and goals.

Our Services

We offer a range of services, including mortgage advice, financial planning, and pensions and investments. Our specialists in insurances and protection can help you protect your loved ones and your financial well-being. We also offer a range of mortgage products, including first-time buyer mortgages, moving home mortgages, and remortgaging mortgages.

Why Choose Us

Our independence allows us to search the whole market, ensuring that you get the best possible deal from the right lender. We are not tied to any specific companies or products, which means we can offer you the most suitable solutions for your unique circumstances. We are also committed to providing a professional and confidential service that delivers the highest possible standards.

Our Mission

Our mission is to provide you with a personalized service that helps you achieve your financial goals. We are dedicated to providing expert advice and guidance, and we are committed to being transparent and accountable in all our dealings.

Complaints Procedure

We take our responsibilities seriously and are committed to resolving any complaints or concerns in a fair, impartial, and timely manner. If you are dissatisfied with our service, please contact us in writing or by telephone, and we will endeavour to resolve your concern promptly.

Get in Touch

If you would like to discuss any of our services or have a specific question, please do not hesitate to contact us. We look forward to the opportunity to help you achieve your financial goals.