James Carr

James Carr

Stepping Stones Financial Solutions Ltd.

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