Conrad James Independent Financial Advice Ltd. Based in Sandbach, Cheshire in the North West of England.

Conrad James
Independent Financial Advice

Based in Sandbach, Cheshire in the North West of England.

Conrad James is based in the Northwest, in Cheshire. We service customers in Cheshire and all surrounding counties.

Jamie Fear - Conrad James Independent Financial Advice Ltd

Jamie – Director
E: Jamie@Conrad-James.co.uk
T: 01270 749670

Jamie is the founder of Conrad James, and has 15 years’ experience of providing financial advice to clients. He is passionate about wealth management and ensuring that our clients achieve their goals. Jamie believes that professional financial planning means that clients make the right decisions at the right time for what can be some of the most important decisions of their life time.

Jamie lives in the small market town of Sandbach Cheshire where he enjoys spending time with his family and playing squash.

Helen Fear - Conrad James Independent Financial Advice Ltd

Helen – Operations & Marketing Manager
E: Helen@Conrad-James.co.uk
T: 01270 749670

Helen joined Conrad James with 13 years’ experience in sales and marketing working for blue chip companies across Cheshire. She has a degree in Business Studies and Administration. She looks after the media and marketing requirements of the office.

Helen enjoys spending time with her family, being on the parent council at her daughter’s school and going to the theatre.

Conrad James Independent Financial Advice Ltd, Sandbach, Cheshire

Working together for your future…

The chances are you have already laid some financial foundations for your future.
You may well be the holder of several pensions, ISA’s or savings accounts.
How do you know that the plans you have made will continue to be suitable for your future requirements?
How do you know that your plans are on track to secure the future you would like?
Do your plans offer all the flexibility that the legislation permits?

A comfortable and secure future is important to you.

In an ever changing world of increased legislation changes, new product development and an increase in the complexity of financial products on the market, you may find yourself overwhelmed and in need of independent financial advice. This coupled with many banks and building societies no longer providing financial advice you don’t know where to turn.

We will work together with you to bring your financial plans to life and put you on course to secure the future you deserve.

Financial Services

Retirement Planning for Individuals

Do you know how your pensions are performing? If you hold more than one, are you overwhelmed by the paperwork and find it hard to keep track?
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At Retirement

You have spent many years building up your pension pot. Now you are at retirement how do you know what income solution is best for you?
Read more ->

Estate Planning

You have worked all your life being careful and made shrewd decisions, accumulating your wealth. Without careful consideration and planning these hard earned funds would be subject to inheritance tax.
Read more ->

Investment Planning

Are your investments working for you? Are they achieving your aims? Are you looking for income or growth or maybe a combination of both.
Read more ->

What our clients say

Jamie deals with the financial affairs for myself and my husband. The service and support he provides is second to none. He always explains things clearly and takes the time to understand our circumstances, before making any recommendations. On my recommendation, my family and friends, have benefitted from Jamie’s services. The feedback from them has always been positive and they have commented on his professionalism, knowledge and patience. Both me and my husband value his expertise and are both advocates of him and the Conrad James team.

SarahRuncorn, Cheshire

Upon meeting with Jamie I had a number of small pension funds with no real idea of what I actually had. Jamie took time to obtain the details of my plans and contacted the companies on my behalf. Based on the information I provided to Jamie he recommended the best fund for my savings and now my pension pot is in one place. We have regular meetings to discuss my requirements for the future and Jamie also provides me with an update on how my investments are performing, which gives me piece of mind that my money is being well looked after. I cannot fault the service and professionalism provided to me by Jamie and his team.

MarkNorthwich, Cheshire

We have dealt with Jamie for the last 10 years and have found his advice invaluable. We have annual reviews to ensure we are on track. When we retired a couple of years ago, his expertise ensured that the transition from work salary to retirement income was smooth. We would not hesitate to recommend Jamie and the professional team at Conrad James.

George & PatSandbach, Cheshire

Contact Conrad James Independent Financial Advice

Tel: 01270 749670

Call Conrad James now

Email: admin@Conrad-James.co.uk

Address: 65 Middlewich Road, Sandbach, Cheshire, CW11 1HU click for map & directions

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Conrad James Ltd t/as Conrad James Independent Financial Advice is authorised and regulated by the Financial Conduct Authority. FCA Registration Number 942824.

Registered in England and Wales company registration number 12958611. Registered Office: 65 Middlewich Road, Sandbach, Cheshire, CW11 1HU.

The information contained within this website is subject to the UK regulatory regime and is therefore targeted to UK Based consumers.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.