Renewed, Refreshed and Reinvigorated James & George Collie Financial Management Limited – “Independent Financial Advice at its Best”

No major financial decision should be taken lightly, especially with so many products available to consumers in today’s market. These decisions can seem intimidating, but an independent financial adviser can give you invaluable guidance through these processes, offering impartial advice.

Therefore, it is with great pleasure that James & George Collie can announce the exciting news that they have joined forces with local accountancy and financial adviser J M Taylor, forming James & George Collie Financial Management Limited in the process. This new company will take over responsibility for the provision of financial advice to James & George Collie’s clients.

In the fast moving, ever changing financial environment with which we are now faced, the need for professional, appropriate and truly independent advice has never been more important. The partners at James & George Collie took the timely step of reviewing their financial services provision to ensure their clients were able to benefit from the highest level of service possible. With this in mind, it was decided that any ongoing financial service provision would require significant resources, and by joining forces with J M Taylor this requirement will be more than met.

The new entity has five full-time advisers, two of whom are mortgage specialists, with more than 40 years experience between them. They are supported by seven administrators with access to state of the art back office systems, operating from four locations throughout the North East.

James & George Collie’s senior partner, Tony Dawson, said, “We have taken a great deal of time to identify the perfect partner to join us in this exciting venture. It is important that any firm with which James & George Collie is associated has the same ethos as us. The client’s interests are at the centre of everything we do and it is the same with J M Taylor”. Jim Taylor of J M Taylor wholeheartedly agrees and has stated that “The new company of James & George Collie Financial Management Limited will reflect the values of professionalism, reliability and trustworthiness inherent in both parties”.

So, whether you’re simply looking for the best pension plan, mortgage, investment scheme or life assurance policy, or wish to establish an effective wealth management strategy, James & George Collie Financial Management Limited will provide “independent financial advice at its best”.

For further information please contact Holly Smith on 01224 581581 or by email at hsmith@colliefinancial.co.uk

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