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Contact Us
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James Coldwell

James Coldwell

Associate Consultant
My office information
0118 959 7222

I began my career in Financial Services after graduating from university in 2017, initially joining a large retail bank within its insurance redress team. In 2020, I moved into the financial planning sector, initially as an Administrator, before progressing into Paraplanning and ultimately advancing into my current role as an Associate Consultant.

Learn more about me

My insights

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Why annuities are making a comeback in retirement planning
With the renewed interest in annuities, we offer insights for informed retirement planning.
A grandfather blowing out birthday candles with grandkids
Cashflow planning explained: What it is and why it matters
Cashflow planning shows whether your income and assets can support your future goals.
Row of georgian houses
Income producing options for landlords exiting the rental market
Explore our practical options for turning sale proceeds into a more flexible, tax-efficient income stream.
cup-laptop-sunset
Why annuities are making a comeback in retirement planning
With the renewed interest in annuities, we offer insights for informed retirement planning.
A grandfather blowing out birthday candles with grandkids
Cashflow planning explained: What it is and why it matters
Cashflow planning shows whether your income and assets can support your future goals.
Row of georgian houses
Income producing options for landlords exiting the rental market
Explore our practical options for turning sale proceeds into a more flexible, tax-efficient income stream.

About me

What’s the best thing about Crowe Financial Planning?

The advice we provide to clients is truly bespoke and tailored to their individual circumstances, with no planning options ‘off the table’.

Our independent status means we can evaluate the whole of the market without bias or incentives, and we have a fantastic team that can identify the best opportunities and solutions for our clients.

Tell me about your role?

I work closely with clients to ensure they are on track to meet their financial objectives.

This involves meeting with new and existing clients, reviewing their circumstances and providing recommendations on how their financial position can be improved.

What is important to me when delivering client service? 
I want clients to know and feel comfortable that they can reach out to myself and/or the wider team, whatever the query, and be confident that they will receive a timely, satisfactory answer/outcome.
What do you enjoy most about your role?

The best part of my role is meeting with our clients and bringing their financial plans to life. Every client is different, so hearing their aspirations and presenting a plan to get them there is very satisfactory.

Financial services is a ‘living and breathing’ industry, so keeping on top of domestic and global events is important but something I also enjoy.

What matters to you most in three words?
Family, honesty and enjoyment.