James's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 7 )
Auto Enrolment ( 2 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 5 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 8 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 7 )
£50k - 100k ( 2 )
Up to £50k ( 8 )
Repeat review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Taylor helped you since your last review?
James has been extremely helpful in answering questions I have on transferring my pension into a SIPP as well as being extremely reassuring during the turbulent markets since Trump came into power. James explains everything so well and I feel comfortable knowing he’s always at the end of the phone or an email.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with James
Good initial meeting, covered all the important issues
Repeat review
by a verified client in Essex
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Taylor helped you since your last review?
James has consolidated old work pensions over to a better performing pension scheme - he has made this an easy and seamless process. We had initally discussed goals and objectives and James then presented several options that best suited my needs - many thanks James for making this stress free!
Review
by a verified client in Essex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to invest a trust fund as a trustee
How has James Taylor helped you?
James has enabled me to invest the fund for the beneficiary to it's safest potential. He has been so helpful and made the responsibility I have much easier to manage.
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing that I can think of. James is thorough and explains everything really well. He has gone way beyond my expectations in this matter.
Review
by a verified client in Essex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to invest proceeds from pension fund
How has James Taylor helped you?
By undertaking an in depth review of my investment requirements and sourcing the most approriate funds
Have you seen the outcome you were hoping for?
Broadly satisfactory
What could they have done better?
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