About James at Arcus Wealth

I am a friendly and approachable financial adviser, offering simple and easy to understand pension and investment advice to local people.
With several years of finance experience, to is my aim to make pension and investment advice as simple and easy to understand as possible. My goal is to make the most of my clients savings and help make their pensions go further, so they can enjoy the retirement they deserve without any stress. I do this by helping my clients navigate new investment trends to maximise their returns and increase their pension pots on their terms. I am based in Oswestry, Shropshire, and I offer easy to understand advice suitable for everybody.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Corporate pension
  • Group pensions
  • Group ISA

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