James's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 47 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 11 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 22 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 15 )
£100k - £200k ( 9 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Lancashire
4 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Todd helped you since your last review?
Nothing specific.
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had various pensions & savings & was looking for the best way to get the most benefit from them.
How has James Todd helped you?
James showed the ways I could achieve the best value from the available pots.
Have you seen the outcome you were hoping for?
Yes, everything has worked out as I would have wanted.
What could they have done better?
I don't think so
Repeat review
by a verified client in South Yorkshire
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 Todd helped you since your last review?
Personal advice on what to do with investments.
Repeat review
by a verified client in Lincolnshire
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 Todd helped you since your last review?
I have decided to invest further following retirement and James has outlined various options open to me.
Repeat review
by a verified client in South Yorkshire
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 Todd helped you since your last review?
First class Guy, and service ?