James Wallis

What were the circumstances that caused you to initially look for an adviser?

We had a portfolio of investments and pensions that needed expert planning

How has James Wallis helped you?

His knowledge of complex matters helped us organise our financial affairs in a way that we understood. He always listened carefully to what we wanted to achieve and then acted to deliver a realistic plan. At all stages we were kept fully informed

Have you seen the outcome you were hoping for?

Yes. We have achieved a safe and realistic growth of our finances despite some very significant world wide events over the years that could have badly damaged them had we received incorrect advice. We have used James since 2015.

What could they have done better?

Nothing, in my opinion

Please provide a brief comment about your experience with James

I approached James because I needed some advice about drawing down my pension. He has handled the finances for my cousin and his wife, for a number of years and they both spoke very highly of him. Before our meeting, I felt completely bamboozled by all of the jargon and paperwork I had received from my pension provider and he made things very clear and gave excellent advice, as to what to do next. Due to my present circumstances of having to retire earlier than expected, I do not presently have money to invest but when I do, I will certainly be contacting him again. He was very friendly and extremely knowledgeable and put both my husband and myself very much at ease. I would not hesitate to refer other clients to him.

What were the circumstances that caused you to initially look for an adviser?

As life became more complex with growing family responsibilities, long-term planning needs, and investment decisions to make, I knew I needed trusted, expert guidance. I wasn’t just looking for someone to manage numbers, but someone I could rely on for sound, long-term financial thinking. That’s what led me to Aristotle Financial Planning and James, who I’ve trusted implicitly for decades.

How has James Wallis helped you?

James has provided calm, clear, and strategic financial advice at every step from investment planning and pensions to life insurance and long-term security. He’s helped me see the bigger picture while also making sure every detail is right. His guidance has given me real peace of mind, knowing my finances are in expert, trustworthy hands.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Require good advise and someone I could request help with my financial situation

How has James Wallis helped you?

He has been excellent with his advise and has been very clear and thorough with the information he has provided.

Have you seen the outcome you were hoping for?

Too early to say at this moment in time

What could they have done better?

Satisfied with all what James has provided and actioned. Really a great client experience

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement age, had recently re-married and my employer was in financial difficulty, so I needed some professional advice.

How has James Wallis helped you?

he has explained clearly all of the options open to me, and has helped greatly in steering me down the correct path.

Have you seen the outcome you were hoping for?

yes - i no longer worry about my SIPP and have great confidence that my investments are in a safe pair of hands

What could they have done better?

Nothing - I've been very happy with every contact I've had with James