James's reviews
Reviewed for
Insurance and Protection ( 14 )
Pensions ( 101 )
Retirement income (annuities, drawdown) ( 71 )
Auto Enrolment ( 9 )
Investments and Savings ( 77 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 13 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 40 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 40 )
£200k - £500k ( 21 )
£100k - £200k ( 9 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
Repeat review
by a verified client in Staffordshire
5 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Pillinger helped you since your last review?
James has been as proffessional and respectful as previous reviews
Repeat review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Pillinger helped you since your last review?
We have used James’ services for the last 6 years and he continues to provide a professional, prompt and courteous service. At the review James fully updated us on our pension drawdown product and confirmed this remains appropriate for our plans.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with James
Had a first meeting with James today 21/3/2025. Very professional, easy to talk to and will definitely be taking further advice and guidance from James. I have a few colleagues who also need financial advice will definitely recommend James. Thanks James Regards Angela
Repeat review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Pillinger helped you since your last review?
It has been a number years since we started using James as our financial advisor ,initially entering into retirement. His advice has evolved into a more detailed money management to ensure our lifestyle expectations are achieved. Really supportive, a good listener and provides the information in an easy to understand manner and offers variable solutions and advice on the way forward.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with James
A good listener who gives excellent advice