James Wallis

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

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

I had a substantial pension.and will be retiring soon. I wanted to make sure I had sufficient funds to support my requirements before retiring and that my investments were performing well.

How has James Wallis helped you?

Full financisl review and plan leading to consolidation of pension funds with review of fees to select best provider and identification of appropriate funds to match risk appetite. This was delivered in a very open, clear and straightforward manner with no hard sell and great explanation of terminology, options and risks.

Have you seen the outcome you were hoping for?

So far investment returns are better than expected - but only 1 year in.

What could they have done better?

Nothing

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

We are handling our Dads financial affairs and needed advice on how to make the best use of his assets to help with his care home fees.

How has James Wallis helped you?

James filled us with confidence from our initial phone call. He understood exactly what we were looking to achieve. We then had a face to face visit with him. James is excellent at the art of simple explanations. He made clear sense to us and advised us which path would be the best one for our circumstances. We would definitely recommend him and will be visiting him again in the future. Thanks James.

Have you seen the outcome you were hoping for?

Yes. We now know how to get the outcome we want to achieve whilst protecting dads assets.

What could they have done better?

Nothing.