James Corcoran — Independent Financial Adviser in Reading
About James Corcoran
James Corcoran is a Senior Chartered Financial Adviser at Lumin Wealth with over 20 years in financial services. Known for his client-first approach, James combines technical expertise with a personal touch to help individuals and families plan confidently for their financial future. He leads the Thames Valley team at Lumin, mentoring advisers and ensuring consistently high standards. A regular speaker and published expert on retirement and estate planning, James is also a former quiz show semi-finalist, bringing curiosity and clarity to every client conversation.
Services
- Retirement planning
- IHT planning
Specialisations
- Pension Planning
- Retirement Planning
- Tax Planning
- Investment Management
Regulation
James Corcoran is FCA-verified.
Frequently Asked Questions
Is James Corcoran an FCA-regulated financial advisor?
Yes. James Corcoran is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does James Corcoran offer?
James Corcoran offers Retirement planning, IHT planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use James Corcoran?
Fees vary depending on the service, the complexity of your situation and the assets involved. James Corcoran will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
James Corcoran is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with James Corcoran?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message James Corcoran directly through the contact form.
Does James Corcoran work with clients outside Reading?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. James Corcoran is based in Reading but you can confirm preferred meeting locations and video options when you book your initial call.