Why J.R. Edwards Financial?

Value Proposition

James is a financial resource who clients trust and rely on. Always available he has a unique experience of UK and international financial services. He is totally committed to providing best advice and helping as many people as possible achieve financial security.

Core Values

• Trustworthy
• Reliable
• Professional
• Personable
• Intergrity
• Clear Judgment
• Vibrant
• Energetic
• Add Value

How we work

J.R. Edwards Financial have what we believe is the most robust Client-Centric model in the marketplace.

We understand all clients are not the same. We get to know you first. We take the time to understand your priorities, your financial aspirations, your appetite for growth and then only at that point will we consider moving forward.

5 stage Process Model

j r edwards 5 stage process

In the constantly evolving market of financial services J.R. Edwards Financial recognise the need to regularly review your investments. That is why we insist as an absolute minimum we sit with you face to face on an annual basis, agreed at outset to ensure your portfolio is always up to date.

Your first meeting is always at our expense with no obligation and in the strictest confidentiality.

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