Welcome to our newest adviser – James Maxwell

12th July 2022

The Author: David Cooper
Financial strategist, investment adviser and Sales Director for United Advisers

As United Adviser’s continues to grow, we’re delighted to welcome our newest team member – James Maxwell, a highly experienced Wealth Adviser.

James has a CISI Level 4 Certificate in Advanced Wealth Management, and is fully qualified and accredited in Wealth Management in the UK and Europe.

With over 20 years of experience in financial advice, both supporting clients in making decisions about their financial future, and also working for advisory companies, helping them to select the best financial products and solutions for their clients, James brings a unique breadth of experience to his clients.  He’s spent over 20 years working abroad, supporting expats in creating and implementing their future financial planning.

James said, “For some time, I’ve been looking to work with a company that puts the clients front and centre – as I think, for too long, many financial advisory companies haven’t always acted in the right way.  When I started talking to the team at United Advisers it became clear that integrity was the cornerstone of the business, and the focus was very much on working with clients in the long term and supporting them in their financial planning throughout their various life changes.  I’m delighted to be joining the business and look forward to supporting United Advisers and United Advisers Marine clients.”

To find out more about how United Advisers can help you plan for your financial future, get in touch today.