Company Information

Get to know William James Financial Services

Established in 2004, William James Financial Services Ltd is a firm of Independent Financial Advisers (IFAs) based in Abingdon, Oxfordshire. The company's mission is to create financial security for its clients by providing personalized and impartial advice across a range of financial areas, including pensions, investments, mortgages, life insurance, and estate planning. As an independent firm, they offer advice on products from the whole of the market, aiming to build long-term relationships with both private and corporate clients. The company is authorised and regulated by the Financial Conduct Authority (FCA).

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Financial Financial AdvisementPRIMARY
Financial Other Service

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William James Financial Services

United Kingdom

Founded in

2022 (4 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.