James Tilley

Please provide a brief comment about your experience with James

Meeting James through a Teams call was constructive. He covered all the points we needed to discuss calmly and professionally. We have another call coming up for the next planning stage.

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

Referred by previous wealth manager

How has James Tilley helped you?

Advice on approaching retirement

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

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

Investment on retirement.

How has James Tilley helped you?

Excellent meeting. James used did a thorough review which never became boring ( I have a tendency to zone out in financial discussions!). His explanations were simple, concise and used straightforward graphs as illustration.

Have you seen the outcome you were hoping for?

Yes

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

I am fortunate enough to have spare capital and realised this could be working harder for me but I was unsure of the options available to me

How has James Tilley helped you?

James has provided me with sound, professional advise based on my circumstance and ambitions

Have you seen the outcome you were hoping for?

Initial growth has been positive but really I need to take the medium term view and my investments are still in there infancy

What could they have done better?

N/A

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

.

How has James Tilley helped you?

James helped establish a more tax efficient and organised pension plan.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing