James's reviews
Reviewed for
Insurance and Protection ( 11 )
Pensions ( 41 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 24 )
Auto Enrolment ( 1 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 30 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 24 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 7 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
( 2 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Hertfordshire
15 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?
More of the above from June 2024
Repeat review
by a verified client in London
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 been excellent in all his advice. I couldn’t wish for a better advisor. Please pass on my thanks.
James:
Thank you taking the time to complete the review. It was much appreciated.Review
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions, life insurance
How has James Penn helped you?
Very good - excellent advice and planning
Have you seen the outcome you were hoping for?
Yes
James:
Thank you for the review and comments.Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring.
How has James Penn helped you?
He has given me advice on where to invest.
Have you seen the outcome you were hoping for?
Yes I have seen an increase in all the investments.
What could they have done better?
No all is done in a timely fashion.
James:
Thank you for your review and comments!Repeat review
by a verified client in Hertfordshire
2 months 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.