James's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 37 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 23 )
Auto Enrolment ( 1 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 30 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 21 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
( 2 )
£50k - 100k ( 3 )
Repeat review
by a verified client in Hertfordshire
9 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Penn helped you since your last review?
James helped me with good advice and brought some important points to my attention that I wasn't aware of
James:
Thank you for your feedback.Repeat review
by a verified client in Hertfordshire
22 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Penn helped you since your last review?
James has been very diligent with regular meetings and providing up to date information on our pensions and investments. He has also provided advice and guidance on other financial matters.
Repeat review
by a verified client in Hertfordshire
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 Penn helped you since your last review?
James has continued to provide excellent, reliable help and advice.
Repeat review
by a verified client in Essex
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 Penn helped you since your last review?
All the above still applies, apart from PoA, plus Grant of Probate application and follow up.
James:
Many thanks for your comments. Very much appreciated.Repeat review
by a verified client in Bristol
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 Penn helped you since your last review?
We meet online every few months and talk everything through.
James:
Thank you for your comments and feedback.