James's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 12 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 9 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
First impression
by a VouchedFor user
13 days ago
Overall
Please provide a brief comment about your experience with James
Really helpful and explained everything in really simple terms (we needed it easy to understand :)) and hasn't put any pressure on us to sign up to anything etc
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with James
Very friendly and knowledgeable. Was able to listen and adapt to a changing set of circumstances, and provided options that were suitable for us. Able to help us focus on the important stuff for us. Tools available to support his recommendations. Would happily recommend James.
James:
Thank you for the positive feedback! I am very happy to hear the initial conversations have been beneficial, and I look forward to working with you moving forward.First impression
by a VouchedFor user
3 months ago
Overall
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.
James:
Thank you! I am really pleased to hear such positive feedback, and I look forward to working with you moving forward.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
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
Review
by a verified client in Somerset
7 months ago
Overall
Advice
Service
Value
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