James McLaughlin
Managing Director
James has almost 30 years experience in the Financial Services sector and has been advising clients for over 15 years. Having previously worked for Standard Life for 16 years, he then became an Independent Financial Adviser working with 2 of Edinburgh’s top advisers prior to setting up JM IFA Ltd in 2014.
A fully qualified adviser and pension transfer specialist, with particular expertise helping clients prepare for the transition from work to retirement. James provides financial planning solutions to help clients secure their desired lifestyle throughout their lives AND to mitigate any potential inheritance tax (IHT) liability.
Our approach
Our recommendations for investments and pensions are based on extensive research carried out on a continual basis by our advisers, supported by sophisticated computer analysis of performance, volatility and other investment characteristics.
We believe financial planning is a journey over a period of time and that any financial decision or solution must take account of our clients changing circumstances and therefore must be flexible and individual. As a company, we ensure that each client’s financial affairs are kept under constant review.