James's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 42 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 13 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 30 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 3 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 13 )
£100k - £200k ( 9 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Cornwall
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has James Toms helped you?
James helped with transfer of workplace pension
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
N/A
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help with my drawdown retirement pension plan
How has James Toms helped you?
To reinvest my retirement drawdown pension. Advising of my future financial planning. Inheritance planning.
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
None. They have worked over and beyond our expectations
Review
by a verified client in Dorset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement
How has James Toms helped you?
sound advice friendly professional approach good service prompt actions and going the extra mile
Have you seen the outcome you were hoping for?
yes we have
What could they have done better?
very very little beyond winning the lottery on my behalf!
Review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I was looking for advise on pensions at retirement
How has James Toms helped you?
Given me advice about my pensions
Have you seen the outcome you were hoping for?
Yesunsure
Review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Impending retirement and specialist advice
How has James Toms helped you?
Immensely with keeping my plans updated and on track
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing