About us
A modern company with old fashioned values
Our company was founded in 2000
We created Attfield James in order to provide quality financial advice to clients looking for a tailored and bespoke service. At the core of our service lies our fundamental belief that ‘people do business with people’ therefore a personal relationship with our clients is at the heart of everything we do.
Who we are
We’re a small team combining 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.
Find out more here.
Our straightforward 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
We seek to provide the things that, while simple, can also be elusive: freedom from financial worries, peace of mind and, as a result of those, a good night’s sleep!