James Dalgleish

This review is a follow-up review from a client who left a review previously.

How has James Dalgleish helped you since your last review?

James is always on hand to offer support and advice, which I have accessed a few times. He regularly updates us and meets us in person. You just know your finances are in safe hands.

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

I wanted to look at my life insurance and check my pension was on track.

How has James Dalgleish helped you?

He sourced me options for insurance policies and talked me through them.

Have you seen the outcome you were hoping for?

Yes I was able to choose a new policy.

What could they have done better?

Nothing, I was very happy with the service provided.

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

Approaching retirement and wanted to get some professional advice from someone local.

How has James Dalgleish helped you?

Guidance on pension transfers and found better options for me

Have you seen the outcome you were hoping for?

Not, yet as transfer gave only just gone through.

What could they have done better?

Faster responses to emails

This review is a follow-up review from a client who left a review previously.

How has James Dalgleish helped you since your last review?

Excellent service as always James follows up every small detail we often overthink and gives us great reassurance and peace of mind.

This review is a follow-up review from a client who left a review previously.

How has James Dalgleish helped you since your last review?

Just generally keeping me up to date