James's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 7 )
Pensions ( 59 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 20 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 31 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 18 )
£100k - £200k ( 11 )
Up to £50k ( 4 )
£50k - 100k ( 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?
I wanted advice regarding my personal pension
How has James Annely helped you?
By explaining my options in a clear, understandable way with no pressure to do anything I didn't feel comfortable with.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I was very pleased with the way James helped me.
James:
Thank you so much, Lena, for taking the time to leave such a kind review. I'm really pleased to hear that you felt supported and well-informed throughout our discussions. It’s great to know that the advice around your personal pension was delivered in a clear and comfortable way for you—helping clients feel confident and at ease is always one of my top priorities. I'm especially glad that you didn’t feel any pressure and were able to explore your options in a way that suited your needs and pace. Seeing that you've achieved the outcome you were hoping for is fantastic, and I’m grateful for the trust you've placed in me to guide you through such an important decision. Should you need anything further down the line—whether it’s pension-related or more broadly around your financial planning—please don’t hesitate to get in touch. Thanks again for your feedback, Lena.Review
by a verified client in Surrey
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tax and inheritance issues
How has James Annely helped you?
Explained the options, risks and timescales
Have you seen the outcome you were hoping for?
Yes
James:
Thank you, Ray, for leaving this positive review—it’s very much appreciated. I’m glad to hear that our conversations around tax and inheritance planning have been helpful and that you now feel clearer about your options. These are often complex areas, so I always aim to explain the risks, choices, and timelines in a way that allows clients to make informed decisions with confidence. It’s excellent to know that you’ve achieved the outcome you were hoping for. Effective inheritance and tax planning can bring real peace of mind, not just for the present but for the future too, and I’m pleased to have been able to support you in that process. Thanks again for your kind words, Ray, and do get in touch if I can assist further as your plans evolve.Review
by a verified client in Derbyshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on the management of / maximising the value of occupational pensions
How has James Annely helped you?
Built cash-flow projections which assisted developing a pension draw-down strategy, while maintaining overall pension value. Reviewed options and advised on mix of managed and tracker funds to provide optimal cost / benefit. Advises on mix of funds (risk / benefit) to maintain / grow pension value - reviewing options on a regualr basis.
Have you seen the outcome you were hoping for?
Yes - despite pension draw-downs the value has been maintained / grown.
What could they have done better?
In these uncertain times perhaps more active / pro-active communications on "Dos and Don'ts that need to be considered.
James:
Thank you, Michael, for taking the time to leave such a thoughtful review. I'm really pleased to hear that the cashflow projections and drawdown strategy we developed together have helped you to maintain and even grow the value of your pension—especially during such a turbulent period for many. Your comments about the mix of managed and tracker funds, and our regular reviews, reflect the importance of building a tailored, flexible plan that evolves with your needs. I appreciate your feedback on communication. It’s a valuable reminder of how helpful proactive guidance can be during uncertain times, and I’ll certainly look at how we can enhance this going forward with more timely updates and practical suggestions. Thanks again for your trust and for highlighting the value of ongoing financial advice. It’s a pleasure working with you.Review
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client for around Twenty years. I had various pensions,isa's and general savings.
How has James Annely helped you?
He provided valuable advice in consolidating my assets which has allowed me to maximise my financial position. There was no hard sell,just honest and sensible information.
Have you seen the outcome you were hoping for?
Yes most definitely.
What could they have done better?
For me their service was just about right. So nothing.
James:
Thank you, John, for taking the time to leave such a thoughtful review and for your continued trust over the past twenty years. It really means a great deal to know that the service has consistently felt right for you. I'm especially pleased to hear that the advice around consolidating your assets has helped you maximise your financial position. Our aim is always to provide straightforward, honest guidance without pressure, so it’s encouraging to know that this approach has supported your long-term goals. It’s a privilege to have worked with you through different stages of your financial journey, from managing pensions and ISAs to broader savings strategies. Seeing the positive outcomes you're experiencing now is exactly what we strive for with every client relationship. Thanks again for your kind words and ongoing confidence in the advice you’ve received.Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted someone that was prepared look after my interests
How has James Annely helped you?
Understanding where I am at in my lives financial planning
Have you seen the outcome you were hoping for?
Everything is as explained, and carried out efficiently.
James:
Thank you, Malcolm, for your kind review and for placing your trust in us. It’s always a privilege to work with clients who are looking for a long-term, thoughtful approach to their financial planning. I’m really pleased to hear that you’ve found the process clear and efficient, and that everything has been carried out as explained. Helping you understand where you stand financially and ensuring you feel confident in the plan we’ve put in place is always a key objective. We’re committed to looking after our clients’ best interests, not just now but as their needs evolve over time. It’s reassuring to know that this has resonated with you, and we look forward to continuing to support you on your financial journey. Thanks again for your feedback, Malcolm — it’s very much appreciated.