James's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 72 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 49 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 50 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 14 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 12 )
£100k - £200k ( 8 )
( 1 )
Up to £50k ( 1 )
Repeat review
by a verified client in Bedfordshire
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Keenan helped you since your last review?
Because of the relationship we have built with James over the years we have retained him as our Financial Adviser after he went through the process of leaving his previous company & setting up his own. We wanted to retain his financial planning advice & his independence.
Repeat review
by a verified client in Cambridgeshire
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Keenan helped you since your last review?
We have now another advisor as James has moved on, therefore, we cannot comment from 2024.
Repeat review
by a verified client in Hertfordshire
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Keenan helped you since your last review?
Helped with long term planing and understanding complexities of investment.
Repeat review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Keenan helped you since your last review?
We have revised my financial position making me more confident going forward
Review
by a verified client in Bedfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on pensions
How has James Keenan helped you?
Advised type of pension and investment
Have you seen the outcome you were hoping for?
Best in the circumstances
What could they have done better?
Nothing