James Russell

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

Approaching 55 and looking at draw down of the tax free 25% so timing was crucial and seeking professional advise.

How has James Russell helped you?

James helped me by advising on all the various private pensions held with a number of providers to bring under one umbrella, something I hadn't thought about or would be able to do independently. A full overview of my total pensions and some insights into risks and also future planning etc.

Have you seen the outcome you were hoping for?

Yes and a very smooth process with lots of information provided.

What could they have done better?

All good.

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

James succeded a previous long established adviser at the same firm. It could have been very difficult but it was

How has James Russell helped you?

He hasn't been afraid to identify and recommend changes which resulted in a change of Investment Manager

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

Required pension advise and recommended by a friend

How has James Russell helped you?

Financial advise and Inheritance advise

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?

Help with investments that I am unable to do myself!

How has James Russell helped you?

James has been very helpful in understanding my needs and has carried out plans accordingly.

Have you seen the outcome you were hoping for?

This is an ongoing situation and hopefully the desired outcome will come to fruition in the future.

What could they have done better?

Nothing

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.