James ReginaldDrake

DipFA · Cmgr CII

Independent financial advice, made personal

I’m an Independent Financial Adviser and Director at Martin Smith IFA Ltd. I help individuals, families and businesses make confident decisions about their financial future.

Book a complimentary consultation 07778 645970

Wroxham Aylsham North Walsham

James Reginald Drake, Independent Financial Adviser

“Clear advice starts with a proper conversation.”

James Reginald Drake · Director

Independent

Whole of market

FCA regulated

Norfolk based

About me

Local experience.
Long-term thinking

Before becoming a financial adviser, I spent 16 years in banking, working across Norfolk and building a strong network of local professional relationships. That experience gave me a grounded understanding of the needs of local individuals, families and businesses.

Today, I specialise in pension planning and inheritance tax planning. My approach is calm and straightforward: understand what matters to you, explain the options clearly, and help you move forward with confidence.

My qualifications: the Level 4 Diploma in Financial Advising (DipFA), a BA in Leadership and Management, and Chartered Manager status with the Chartered Management Institute (Cmgr CII)

Where I can help

Advice shaped around your life

Independent advice means looking across the market for solutions suited to your circumstances—not fitting you into a standard answer

Retirement & Pensions

Pension advice for retirement planning, consolidating pensions, and drawing a sustainable income that lasts

Investments & Savings

Building an investment portfolio and savings plan matched to your goals, timeframe and appetite for risk

Inheritance Tax Planning

Practical inheritance tax strategies to pass on more of what you've built to the people who matter most

Wills & Powers of Attorney

Hand sewn wills and lasting power of attorney arrangements to protect your wishes and your family

Care Cost Planning

Preparing for the cost of care in later life and protecting your home and savings for the next generation

In-House Investment Models

Our own risk-rated portfolios, built in-house and currently reviewed four times a year across the whole of the market

How I work

Your meeting. Your pace

Good advice begins by taking the time to understand you. Family members or a trusted friend are always welcome to join the conversation

01
Listen
We begin with your current position, what matters to you and where you want to be
02
Research
I compare suitable options, considering performance, risk and your individual priorities
03
Explain
I talk you through my recommendations clearly, giving you the time you need to decide

“
James created a very calm, relaxed atmosphere and listened attentively. There was a two-way dialogue, touches of humour and a definite feeling of moving forward.
Client feedback

4.9/5

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