Sarah James Financial Solutions - Financial, Mortgage, Equity Release, Pension and Investment Advisor in Penzance Cornwall

  • Welcome
  • About
  • Services
  • Get in Touch
  • Welcome
  • About
  • Services
  • Get in Touch

Independent FINANCIAL, Mortgage & EQUITY RELEASE Advice

Call Today: 07534691749

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!
Learn More >

Services

Mortgage Advice

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.
Learn More >
Protection Advice

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.
Learn More >
Equity Release Advice

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.
Learn More >
Investment and Pension Advice

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. 
Learn More >

Follow on Social

Follow Sarah James Financial Solutions on social media to keep up to date with news, events and advice!

Let's Chat

For all questions and enquiries, please don't hesitate to get in touch!
Contact Us >
Sarah James Financial Solutions
© Sarah James Financial Solutions. Website by Pure Cornish Design
About
Services
Contact

Follow on social:
Based in Cornwall

Sarah James Financial Solutions is a trading style of Saltus Wealth Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA reference number: 449607 Registered office: Solent Business Park, 4500 Parkway, Whiteley, Fareham PO15 7AZ. Registered number: 05709133

The information on this website is for the use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

Registered in England Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE, Company Number 05709133.

If we provide you with the wrong advice then you are protected. If you have a complaint that we are unable to resolve to your satisfaction then you may be entitled to refer it to the Financial Ombudsman Service. We are also covered by the Financial Services Compensation Scheme and you may be entitled to compensation from them if we fail to meet our obligations. This depends on the type of business and the circumstances of the claim.
​
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk