James Dear

Chartered Financial Planner

James enjoys building long term relationships with his clients, helping to provide them with clarity and focus as they work together towards their financial goals. He provides guidance and support to individuals and families, offering advice on a wide range of fields, from wealth accumulation and tax mitigation to later life planning. James specialises in pensions and helping individuals in the run up to, and then throughout, their retirement.

James joined Forrester-Hyde in 2007 before merging with Saltus in 2024. He is both a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner, with over 20 years’ experience in the industry.

James believes building long term relationships is key to helping his clients navigate the complexities of the financial landscape, from wealth accumulation to tax mitigation.