Merran James

I’m an experienced financial adviser now working independently, giving me the freedom to offer truly unbiased, whole-of-market advice tailored to your needs.

My career began at Lloyds Bank as a Mortgage Adviser, where I built in-depth knowledge of home financing and protection. I then spent several years as a financial adviser in London, supporting clients with investments, retirement planning, estate planning, protection, and long-term wealth strategies.

This transition to independent status lets me access the full market and recommend the most suitable solutions across all areas; including pensions, investments, inheritance tax planning, protection, tax planning, and more. Always putting your best interests first.

In my spare time, I enjoy attending Pilates classes, running, exploring new places, and spending as much quality time with my son as possible!