About Us
Why Do Clients Trust Us ?
At Fordham Financial Services, we know you have choices when it comes to Financial Advice . Here’s why you’ll love working with us.
Modern Tech
Utilizing the latest advancements in technology, we embrace a modern approach to our operations, offering a completely remote process as an option.
Extensive Expertise
With a wealth of client interactions over the years, we’ve garnered valuable expertise. Rest assured, you’re in seasoned hands.
In House Ancillary Skills
By joining our firm as a client, you will get access to a number of advisers with a range of different specialisms.
Comprehensive Market Coverage
Our service operates independently, offering a broad range of products sourced from various institutions.
Core Values Section
Our Story
Hello and Welcome to Fordham Financial Services! We are proud to offer comprehensive and personalized advice on mortgages, protection, investments, pensions, and insurance, all tailored to meet your unique needs.
Our journey began with a passion for helping others realize their dreams of financial security. As a firm we are dedicated to guiding you through the complexities of the financial landscape to find the ideal solutions for your specific situation.
Whether you are a home buyer eager to take the next step on the property ladder, or an investor looking to build wealth, we are here to support you every step of the way. With access to a broad range of financial planning strategies we’re sure to find the right products and services for you.
At Fordham Financial Services, you are more than just a client – you are part of the family. I believe in prioritizing your needs, understanding your goals, and offering personalized advice and support. With a dedication to excellence and an unwavering commitment to customer satisfaction, you can trust me to navigate the financial landscape with confidence on your behalf.
Vision
Transforming Lives Through Financial Empowerment.
Mission
Providing Holistic Financial Solutions Tailored to Each Client’s Unique Needs and Objectives.
Meet Our Team
James Fordham
Principle
As a qualified Independent Financial Adviser(IFA) and practicing accountant based near Ely, Cambridgeshire, James brings extensive experience in both personal and business finance. His role involves offering expert tax advice and developing comprehensive financial strategies tailored to each client’s needs. Specializing in complex property transactions and diverse asset classes, James delivers whole-of-market solutions to ensure informed decision-making. With a commitment to providing personalized service, he helps individuals and businesses create effective, long-term financial plans, guiding them toward achieving their goals with confidence and clarity.
Julie Bayley
Independent Financial Adviser
Based near Appleby in Cumbria, I’ve been working in financial services since 2001. My roles have included qualified financial planner, mortgage broker, paraplanner, and now financial adviser for Fordham Financial Services, serving clients across the UK. I strive to provide exceptional, personalized service to my clients. In my free time, I enjoy practicing my faith, exploring the beautiful countryside with George my Staffie, and supporting Aston Villa. I'm also a Trustee and Treasurer of our local Parish Hall in Warcop.