James's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 66 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 15 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 10 )
£50k - 100k ( 11 )
Up to £50k ( 10 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with James
Only started with some beginning questions around pensions, James was very pleasant and was very easy to talk to, still in early stages so can’t comment any further.
Review
by a verified client in South Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Invest money for retirement.
How has James Carr helped you?
Selected the right products / investments. Advised me on income strategies, tax planning etc.
Have you seen the outcome you were hoping for?
Yes absolutely.
What could they have done better?
Nothing.
Review
by a verified client in Nottinghamshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with James a long time and trust his advice
How has James Carr helped you?
He has made me understand things a lot easier
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
James is always professional, he always explains things easy enough for me to understand, I cannot think of anything they could do better
Review
by a verified client in Northamptonshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To move my pension fund to make it work better
How has James Carr helped you?
He helped to move the fund to a better location with more options and better returns
Have you seen the outcome you were hoping for?
Yes my pension fund has worked well in its new location
What could they have done better?
I can’t think of anything that could have been done better
Review
by a verified client in Nottinghamshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To have things in place by a professional person
How has James Carr helped you?
Always got time to explain things to you and do a very professional job
Have you seen the outcome you were hoping for?
Very much so well happy
What could they have done better?
In my opinion nothing