James Dear
Chartered Financial Planner, Partner
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.
"Customer service and expertise are incredible. I feel in safe hands and know my investment is being well managed."
Christopher, Essex
"James listens, explains and crafts wealth solutions that make sense."
Richard, Hampshire
"James is totally trustworthy and highly knowledgeable about my needs and future goals. We have been very fortunate to have him as our financial adviser for over 15 years. He has looked after all of my family’s needs - including my wife, daughter, sister, brother‑in‑law and nephew - providing tremendous support and staying in regular contact with us all. As a family, we cannot thank him and Saltus enough for securing our financial futures in these turbulent times. Highly recommended."
William, Wiltshire
"James Dear, our dedicated financial planner, has been excellent for many years. He is friendly, thoughtful, and highly knowledgeable. He is the main reason we have remained loyal to Saltus."
Tracey, Norfolk
"James is very personable and professional in his communications. I appreciate his wealth of knowledge."
Colin, Aberdeenshire
"James is always available to provide guidance and support, even if it's just a general chat about my future planning."
Gary, Fife
"James offers great advice, is always on hand to help, and takes a flexible approach to wealth management."
Richard, Northamptonshire
At home...
Outside of work, James enjoys running, football and being outdoors, but spends most of his time chasing around his two young boys.