James Annely

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Drawdown from my pension

How has James Annely helped you?

James was helpful and efficient and my paperwork was ready for me to sign the next working day

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension draw down advice

How has James Annely helped you?

Good sound advice, prompt responses when needed.

Have you seen the outcome you were hoping for?

Yes, no fuss, a friction-free experience!

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

I did not look for an adviser for this. It was an annual review as I already use MLP.

How has James Annely helped you?

We reviewed my portfolio to make sure it was still suitable for my needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing they are always doing their best for me.

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension, investments & inheritance

How has James Annely helped you?

James has given good advice explaining each option with the pros & cons that helped me to make decisions on investments. James understood what my goals are and what is important to me for the future. Nothing has been to much trouble and his patience has been outstanding

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing that is apparent

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has James Annely helped you?

Pension investment

Have you seen the outcome you were hoping for?

We always hope for a better outcome but I am happy with the results we are seeing.

What could they have done better?

I don’t know

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Looking to retire and start drawing down on my pensions. Looking to change the risk profile across my portfolio and to bring a company pension (with a different provider) into the overall, new portfolio.

How has James Annely helped you?

James went through the options for lowering the risk and consolidating the various funds, understood my requirements for starting drawdown on my pension and generally provided a lot of advice and guidance.

Have you seen the outcome you were hoping for?

Yes. The funds are now at a more acceptable risk level and have been brought together into a consolidated and more easily managed location.

What could they have done better?

I can't think of anything we didn't touch on in our discussions. The outcome has completely met my expectations

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

I’ve been with MLP since taking out my current plan.

How has James Annely helped you?

Very helpful, friendly and efficient advice.

Have you seen the outcome you were hoping for?

Yes - the portfolio has performed well.

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension advice, savings advice, Investment advice

How has James Annely helped you?

With all of the above

Have you seen the outcome you were hoping for?

Yes, definitely -we acted on all the advice given by James and are very, very happy with the results and our current financial position.

What could they have done better?

I don't think they could have done anything better, the whole team are responsive and friendly and only to happy to talk through and explain everything to us

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Pensions and investments

How has James Annely helped you?

Provided advice on current and next steps to take with pensions. Reviewed my personal financial circumstances and situation. Provided honest and trustworthy feedback.

Have you seen the outcome you were hoping for?

Yes from the point of James's advice. A final decision to be made by myself in the next few weeks.

What could they have done better?

Nothing at this stage.

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Monthly draw down of my investment

How has James Annely helped you?

Explained everything thoroughly

Have you seen the outcome you were hoping for?

yes

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

I have been a customer of MLP Wealth for at least ten years to help and advise on savings and pension for retirement.

How has James Annely helped you?

Advice on Inheritance tax and saving on costs on my pension.

Have you seen the outcome you were hoping for?

The costs on my pension are being reduced and yet to make a decision on the Inheritance tax. Waiting to find out what happens in Mr Hunt's budget and then make a decision.

What could they have done better?

I was very happy with the advice from James, I was made to feel at ease and the advice was in my best interest. So I don't think he could have done much better.

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

We have used the services of MLP for the past 20 years on recommendation of other family members. We highly recommend their services.

How has James Annely helped you?

Great advice & financial guidance. Explaining various options & procedures with great clarity. Extremely helpful & assistance 2nd to none.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing. Already received the best service, communication & attention of guidance.

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

I needed some financial help with my income in retirement.

How has James Annely helped you?

He has given me many ideas and advice to help me in retirement.

Have you seen the outcome you were hoping for?

I am on the right track, making progress.

What could they have done better?

I can't find any faults with the service they have provided me with.

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Needing to raise funds for an extension on house.

How has James Annely helped you?

Sound,solid advice regards to options available. Explained in a comprehensive manner and in a timely fashion. Helped me chose the right options available to me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I cannot fault the prompt service I have been given.

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

We have been advised by MLP (Paulo Standerwick) for our two private Pension pots for many years. When James joined the firm he eventually took over our portfolio and contacted us to introduce himself and from then on he has been advising us on the pensions and other financial matters as noted above, and we have been very pleased with the service thus far.

How has James Annely helped you?

He has advised us in going forward with our financial planning in respect of our Pensions, Savings and Inheritance Tax exposure.

Have you seen the outcome you were hoping for?

Ongoing

What could they have done better?

At present I can see nothing that they could have done better.

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

been with MLP for upwards of 15 years looking for pension and savings advice.

How has James Annely helped you?

James has taken a more leading role in the last few years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do not know

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

MLP Wealth already allocated James to deal with my query

How has James Annely helped you?

James has shared a wealth of knowledge with me and simplified examples of my choices which made a huge difference of my experience of something that I understood very little of.

Have you seen the outcome you were hoping for?

Not as yet

What could they have done better?

Nothing... Everything was perfect

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

I was already a client with a drawdown pension that was decreasing.

How has James Annely helped you?

James ascertained that I would be better off with an annuity.

Have you seen the outcome you were hoping for?

I am receiving more money monthly with the annuity than I did with the drawdown pension.

What could they have done better?

They couldn't have done any better. I am very happy with their advice and help.

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

Looking for an advisor that would give a personal service in relation to my pension and savings.

How has James Annely helped you?

Advised on the appropriate holdings for my risk profile

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Long-standing client of MLP Wealth since the 1980’s

How has James Annely helped you?

Online annual review of financial investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Long-standing client of MLP Wealth Management since the 1980’s

How has James Annely helped you?

Regular annual review done efficiently online

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Moving pension

How has James Annely helped you?

Explained everything fully in an understandable way

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Nothing, always friendly and professional and give solid advice. Very approachable and everything is Crystal clear

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I wanted to invest money for my retirement in the future.

How has James Annely helped you?

James explained everything to me in detail. He took the time to explain everything fully and also over several meetings.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don’t think they could have done anything better. I felt very supported.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Looking to improve on the very low interest rates on savings accounts a few years ago.

How has James Annely helped you?

James has taken over my portfolio from Paul Standerwick and conducted the recent annual review after which my wife and I topped up our ISA's and advised on a further top-up of our investments.

Have you seen the outcome you were hoping for?

To soon to tell but recent performance has been satisfactory.

What could they have done better?

Nothing, I was happy with the review process.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Existing client

How has James Annely helped you?

Useful review of current financial situation

Have you seen the outcome you were hoping for?

Hard to say. I think it was agreed that the cash sliver of my CRAC would be reinvested since I do not need to draw income.

What could they have done better?

An impossible question to answer

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Advice on a pension

How has James Annely helped you?

I have been a client of MLP for over a decade and James has supported my financial affairs for a few years. He and his colleagues take the time to listen to your financial needs and goals. He is very clear on the advantages and disadvantages of proposals discussed which leaves you fully informed to make decisions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

First in contact with MLPP following a liquidation of a company that I previously worked for and MLPP were sorting out the Pension scheme

How has James Annely helped you?

Helped with my retirement planning and pensions

Have you seen the outcome you were hoping for?

yes

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Buying our first home

How has James Annely helped you?

James helped us secure the best mortgage possible and guided us through this very complicated process

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

James was honest, up front and helpful. James always had the time for us, could not have asked for anything more

First impression from a user who is not yet a client

January, 2021

Please provide a brief comment about your experience with James

James conducted himself very professionally and had good knowledge of the products I was enquiring about. He explained everything clearly and ensured I understood the differences between the products on offer.

First impression from a user who is not yet a client

January, 2021

Please provide a brief comment about your experience with James

James has explained all steps comprehensively and empowered me to make informed decisions throughout the process of buying a property which is still ongoing. He's very knowledgeable and eager to help.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

First time buyer during lockdown part one when the mortgage sector was challenging.

How has James Annely helped you?

James sourced a few mortgages that worked, went through the options with us in depth, and handled all aspects of the mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Exceptional work.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

What were the circumstances that caused you to look for a financial advisor? I had some spare money just sitting in the bank and also wanted to start regular savings. I didn’t want to just leave it in the bank as it’s not doing anything for me. I don’t know much about investing so needed some professional advice

How has James Annely helped you?

James explored my current situation and future goals. He identified a suitable monthly amount I could save and that I should also keep a reserve in case of an emergency. He assessed my feelings towards risks and helped me understand how investments work and the risks involved

Have you seen the outcome you were hoping for?

Yes, looking forward to continuing our relationship and building towards the future

First impression from a user who is not yet a client

January, 2021

Please provide a brief comment about your experience with James

James wasn’t able to take my issue forward due to my situation and time frames however provided me with some really useful information that has helped me make an informed decision. He has some great industry knowledge and was very friendly and listened well despite not being able to directly advise. I look forward to working with him in the future

First impression from a user who is not yet a client

January, 2021

Please provide a brief comment about your experience with James

Very friendly, professional, reliable and broke everything down for me so it was easy to understand. Highly recommend.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I was going through a Right to Buy application and needed advise on the mortgage lenders I had available for my specific case.

How has James Annely helped you?

James helps me find the right lender for the very tricky scenario. My mother and I successfully applied for the RTB however the monthly cost offered to me by my previous mortgages advisor were to expensive, this was due to my mother age (56) and the cap limited by lenders. James however, found a new avenue which allowed for a longer Mortgage length. He found a lender who only took my income into consider and therefore extending the length of my mortgage by an extra 10 year and thus allowing me to afford the monthly repayments.

Have you seen the outcome you were hoping for?

Yes, I am very please to have worked with James and his dedication to find us the right deal was even better than expected.

What could they have done better?

After going through several mortgage advisors, I can only say that my experience with James was fantastic. I could not have hoped for this outcome and his patience with my particular case was a breath of fresh air and therefore I don't have any criticism of his work.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

A inheritance was left to me and I wasn't sure on what to do with it.

How has James Annely helped you?

James explained to me very clearly what sort of options I had, helped me through step by step and was very patient and never made me feel under pressure

Have you seen the outcome you were hoping for?

Theres still some time to go but so far so good

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

Moving home

How has James Annely helped you?

Found is a better mortgage rate and was able to do the job very quickly. Mortgage was approved quickly were other people we knew who didn’t use James has to wait for a long time.

Have you seen the outcome you were hoping for?

Yes Mortgage was approved

What could they have done better?

Nothing

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

Inheritance

How has James Annely helped you?

He helped me make a plan and start saving my money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I was in the process of buying a house and I required assistance in finding the best possible mortgage.

How has James Annely helped you?

James brilliantly detailed all the possible types of mortgage available and identified the pros and cons for each. Rather than outline generic positives and negatives, he tailored the advice entirely based on my own situation to make me feel more comfortable to make the right decision.

Have you seen the outcome you were hoping for?

James found the ideal mortgage for me and enabled me to borrow a lot more than I was expecting, and for a better rate.

What could they have done better?

Even under the circumstances of a country in lockdown, James managed to build a fantastic rapport with me, which is testament to his character as well as his ability as a financial advisor.