James's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 7 )
Pensions ( 70 )
Retirement income (annuities, drawdown) ( 47 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 23 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 38 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 22 )
£100k - £200k ( 13 )
£50k - 100k ( 6 )
Up to £50k ( 6 )
Review
by a verified client in Surrey
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing to find someone to look after my pension pot.
How has James Annely helped you?
Advising me on the continued investment of my pension pot, and about taking money from the pot.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Surrey
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual Review
How has James Annely helped you?
With good clear financial advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Review
by a verified client in Berkshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To give me advice about what type of savings account would be most suitable
How has James Annely helped you?
I completely a survey to understand what the best form of investment is for me
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Surrey
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For advise on how best to use the pensions I had available to me.
How has James Annely helped you?
He has clearly advised me on the options available to me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in East Sussex
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Invest in transferring several private company oensions
How has James Annely helped you?
He was amazing , he explained every step of the way in layman’s terms and I fully understood everything
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at all , I am delighted with the outcome 100%