James Russell

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

Recent changes in the UK taxation environment.

How has James Russell helped you?

James is always willing to make himself available as necessary. He operates as a knowledgeable soundboard, explaining technicalities clearly and succinctly, providing rational and justified options and clear advice. He keeps in touch and can be relied upon to follow up on matters in hand.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Any advisor struggles to get the right balance between 'keeping in touch' and 'pestering'. As client's go, I suspect I represent a challenge in this regard, but generally find James gets the balance right.

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

A need to have structure in my finances.

How has James Russell helped you?

We have developed a plan for the future.

Have you seen the outcome you were hoping for?

Yes there is a plan with structure in place.

What could they have done better?

Very little.

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

I have been a client of James's company for a number of years initially using them for pension transfer advice.

How has James Russell helped you?

James has helped me recently regarding withdrawing money from my pensions, investment of funds and discussing potential inheritance tax issues.

Have you seen the outcome you were hoping for?

Yes

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

Cleared mortgage and needed advice re investments. c15 years ago?

How has James Russell helped you?

Timely advice. James is responsive. Practical re paperwork. Chases up matters.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Occasional arithmetic errors. I normally spot them. They do not undermine the rationale of the advice but could be a bit better.

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

To retrieve lost investments per FRSC

How has James Russell helped you?

Gave IHT advice. Gave portfolio advice.

Have you seen the outcome you were hoping for?

As Expected.