James's reviews
Reviewed for
Pensions ( 3 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 1 )
Reviewers' assets
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Caithness
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension management
How has James Jenkins helped you?
Extremely helpful in transferring second pension to merge with first pension and organise drawdown
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
James:
Thank you very much for your kind review Marion. I'm pleased we were able to help and look forward to speaking again soon.Review
by a verified client in Herefordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment from a house sale into a reliable pension.
How has James Jenkins helped you?
James and Mark proposed a well known investment bond that would give me the income to replace a house rental income.
Have you seen the outcome you were hoping for?
Early days as it has not come through yet but it is all set up and well documented.
What could they have done better?
Their service, explanations, supporting paperwork was /is excellent and good to know that they are available now and in the future for any queries and I may have.
James:
Thank you for your kind review Carol, I'm pleased we were able to help and I look forward to continuing to support you in future.Review
by a verified client in Herefordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to retire next year & approached James to sort out my various pensions.
How has James Jenkins helped you?
James has made everything simple for me & hopefully smoothly for next year when I hopefully retire.
Have you seen the outcome you were hoping for?
Yes & more.
What could they have done better?
They have done everything I have asked & made it so easy for me.
James:
Thank you for the kind review Clive, I'm really pleased we were able to help and I look forward to continuing to be of assistance in the build up to retirement!Review
by a verified client in Herefordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment from a house sale
How has James Jenkins helped you?
Given advice on where and how to invest on short and long term basis
Have you seen the outcome you were hoping for?
Not yet, its been a very recent investment
What could they have done better?
Nothing, they were fair, honest and very patient.
James:
Thank you for the kind review Steve, I'm pleased we were able to help. I look forward to catching up again soon!Review
by a verified client in Monmouthshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest
How has James Jenkins helped you?
Listening to our preferences not dismissive of our views
Have you seen the outcome you were hoping for?
Happy with what we are doing at the moment
James:
Thank you for the kind review Robin, I'm looking forward to helping you both in the future.