Welcome

Sarah James Financial Solutions offers a bespoke advice service from the of whole of market, offering independent financial, mortgage and equity release advice services - Working closely with investment and pension providers, lenders and protection companies to offer a positive personalised service tailored to every clients individual circumstances. Sarah works with her clients to fully understand their personal and financial circumstances and provides advice, support and guidance through every step of the process, whatever that may be, from Pensions to Mortgages, from application to completion and beyond. Organising financial arrangements can be a daunting prospect, and SJ Financial Solutions aims to make the experience as stress free as possible. Sarah prides herself on her friendly and professional service, and is always available on the phone for a chat!

Services

Mortgage Advice

Buying a house can be a daunting prospect - But SJ Financial Solutions aims to make the experience as stress free as possible! With access to a wide range of mortgages, Sarah will work closely with both you and the lenders to find the perfect solution for you. Sarah guides her clients through every step of the mortgage process, from application to completion and beyond.

Protection Advice

The right financial protection can give you peace of mind to know you have something to fall back on if ever necessary. We never like to think of the worst case scenario, but taking out an appropriate financial protection policy can keep you on track financially if things go off course in your personal circumstances. Sarah can help and guide you in finding the right policy for your financial commitments.

Equity Release Advice

Equity Release allows individuals ages 55 and over to release money from the value of their home, without having to make any monthly repayments. Sarah offers a trusted, independent and tailored equity release advice service, using providers approved by the Equity Release Council, meaning you can be safe in the knowledge that any solution provided will be fully regulated and approved under current FCA Standards.

Investment & Pension Advice

Sarah is a fully qualified Investments and Pensions advisor. Able to access funds and providers across the whole of the market Sarah can advise and support you to achieve your investment and retirement goals through ongoing service reviews and initial advice packages on a wholly independent basis. 

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Let's Chat

For all questions and enquiries, please don't hesitate to get in touch!