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James Westpfel
Financial Adviser

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My profile

“Your financial success, my personal commitment.”

I have over 26 years of experience in the Financial Services Industry. I started my career in 1998 at Nationwide Building Society, where I was promoted through many internal roles such as Cashier, Personal Banking Manager, and Branch Manager in locations across London and Kent. During this time I gained exceptional knowledge in a wide range of products/services including mortgages, general insurance, and financial planning.

Following redundancy in 2021, I completed my DipFA qualification and joined Hall & Gertski Wealth Management as a Financial Adviser until December 2024. I then had the opportunity to join Foster Denovo to continue making a real difference to people’s lives.

I specialise in the following:

How I can help you

To help make sure I can provide an excellent service, I prioritise clear and transparent communication, keeping you informed and involved in every step of the process. I offer regular reviews and updates to adapt to any changes in your circumstances or market conditions, making sure your financial plan remains relevant, effective, and on track. Additionally, I am committed to building strong, trust-based relationships, providing ongoing support and guidance to help you make informed decisions with confidence.

By staying proactive and attentive to your needs, I strive to deliver exceptional service and help you navigate your financial journeys successfully.

How I work

Throughout the process, I provide clear and transparent communication, helping to make sure that you are well-informed and comfortable with the decisions being made. I conduct regular reviews and updates to adapt to any changes in your lives or the financial landscape, making sure your plan remains effective and relevant. My approach is proactive, and identifies any opportunities and potential risks early on to help you stay on track towards your goals.

My clients are incredibly important to me because their success is my success. I am deeply committed to building long-term, trust-based relationships, and I take pride in seeing you achieve your financial objectives. By providing exceptional service and personalised advice, I aim to empower you to make informed decisions and feel confident about your financial future. Your satisfaction and financial wellbeing are my top priorities, and I am dedicated to supporting you every step of the way.

My team

As a Financial Adviser, the support of my back office team is invaluable when delivering an exceptional service to you. My team of experts handle a wide range of administrative tasks, from processing paperwork and managing client requests, to conducting detailed research and analysis. This allows me to focus on providing personalised financial advice and building strong relationships. Their efficiency and attention to detail help make sure that all aspects of the financial planning process run smoothly and accurately. By working seamlessly together, we are able to offer a comprehensive and responsive service, making sure that you receive the highest level of support and care.

Qualifications

Diploma in Financial Advice (DipFA)

Diploma in Financial Advice (DipFA)

About me

Outside of work, I enjoy overseas holidays, football, golf, and socialising with friends and family.

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.

The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.

When investing your capital is at risk. The value of your investment can go down as well as up and you may not get back the full amount invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority does not regulate taxation and trust advice.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.