Michael's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 10 )
Pensions ( 37 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 9 )
£100k - £200k ( 9 )
( 1 )
Up to £50k ( 5 )
£50k - 100k ( 4 )
Review
by a verified client in Dorset
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had 2 pensions that needed putting together
How has Michael James helped you?
He contacted companies and advised where they should be reinvested to have drawdown pension.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I am aware of ss he kept me informed and ssked for my confirmation at every stage
Review
by a verified client in Dorset
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving house at the time required mortgage advice - but that has since led onto advice in pensions, savings and investments too.
How has Michael James helped you?
He has looked after my pensions and savings for many years now.
Have you seen the outcome you were hoping for?
Definitely - more than happy, and have recommended Michael to many of my friends and family.
What could they have done better?
Nothing - I’ve been really pleased with everything.
Review
by a verified client in Dorset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We required a professional review of our savings, pensions, incomes and retirement plan.
How has Michael James helped you?
Michael has been able to greatly simplify our retirement plan by consolidating our many and diverse pension pots. He provided professional advice on individual pensions, savings and retirement income.
Have you seen the outcome you were hoping for?
Yes we have been able to simplify our retirement plan and make adjustments based on professional feedback.
Review
by a verified client in Dorset
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reaching retirement age and needing advice on our multiple pension schemes.
How has Michael James helped you?
Michael has given us very clear advice on the best services/products for our circumstance, he made sure that we fully understood each step of the process and the costs involved. He has arranged for our pensions to be consolidated in an easy access draw down which is ideal for us .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can't think of anything that could have improved the service or the outcome.
Review
by a verified client in Dorset
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on what to do about various personal pension funds I had built up.
How has Michael James helped you?
He discussed my requirements with me and assessed my present situation and future plans. He then advised me to consolidate the funds into one – better-performing – fund and release some of the money tax-free for home improvements.
Have you seen the outcome you were hoping for?
Yes, I feel relieved to have merged the pension pots into one fund that I am able to track easily online. I know that Michael will keep an eye on the fund's performance and advise me if we need to make any changes.
What could they have done better?
Nothing.