James's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 7 )
Pensions ( 65 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 21 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 34 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 19 )
£100k - £200k ( 12 )
£50k - 100k ( 6 )
Up to £50k ( 5 )
Review
by a verified client in Hampshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement fund
How has James Annely helped you?
James has advised myself and help manage my fund for several years, and has always been helpful and knowledgeable in regards to my investments
Have you seen the outcome you were hoping for?
Yes, now that I am close to retirement, I have seen my fund grow over the years and am very happy with James help
What could they have done better?
Nothing !!
Review
by a verified client in London
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Immediate needs annuity
How has James Annely helped you?
Provided advice, quotes and organised the purchase of the annuity
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in Devon
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This meeting was our regular review meeting with James as we have been clients with MLP for forty years.
How has James Annely helped you?
He understands our personal circumstances and has given us clear and expert advice on managing our pensions and investments.
Have you seen the outcome you were hoping for?
Yes. We have trusted all James recommendations and these have been actioned satisfactorily.
What could they have done better?
Nothing
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?
Putting my pensions into one managed portfolio
How has James Annely helped you?
Monitoring the portfolio and giving advice on financial planning
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to invest in my grandson’s future
How has James Annely helped you?
James suggested a junior ISA and explained all of the pros and cons as well as the alternatives.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
I can’t think of anything