James's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 33 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 12 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 18 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 8 )
£100k - £200k ( 4 )
£50k - 100k ( 3 )
Up to £50k ( 1 )
Review
by a verified client in Manchester
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For long term investment
How has James Riley helped you?
He planned and advised how to use my saving in a different investment
Have you seen the outcome you were hoping for?
To some extend as it is only for short time now.
What could they have done better?
I'm happy so far.
James:
Thank you for sharing your experience. I’m very pleased that you’ve been happy with the support you’ve received and that we’ve been able to put your savings to work across a suitable range of investments. It’s encouraging to hear that you’re already seeing some progress at this early stage. I look forward to being there to provide ongoing guidance, answer any questions and help keep your plans focused on what you want to achieve over the longer term.Review
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The security of having regular advice and someone to monitor our savings and investments over the long term.
How has James Riley helped you?
Sound advice from an adviser who is not a salesman.
Have you seen the outcome you were hoping for?
So far, Yes.
James:
Thank you for your kind review. It’s very rewarding to know that having regular advice and someone monitoring your savings and investments gives you greater security and confidence. Thank you again for your trust, and I look forward to continuing to support you in the years ahead.Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
James took over as my advisor after the departure of my last advisor from the company.
How has James Riley helped you?
James Riley has been advising me on my pension ever since my last financial advisor departed Apogee. His advice is always tailored towards my needs and attitude towards risk. He takes time to explain anything I’m not clear with so I fully understand my options. I never feel rush and completely trust his guidance.
Have you seen the outcome you were hoping for?
Yes the outcome has seen my pension growing at a very steady rate year on year.
James:
Thank you for your thoughtful feedback. It has been a pleasure working with you since taking over as your adviser, and I’m very pleased that the transition has been a positive one. Making sure you have a clear understanding of the choices available to you is an important part of the advice I provide. It’s encouraging to hear that you feel comfortable asking questions and have confidence in the guidance you receive. Thank you again for your trust and feedback. I look forward to continuing to support you in the years ahead.Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce settlement which needed management for long term.
How has James Riley helped you?
Devise a plan. Understand my financial situation long term in particular around forward planning for retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Excellent
James:
Thank you for your kind review and for placing your trust in me. I am pleased that we have been able to create a financial plan that provides clarity and confidence for the future, particularly around your retirement. I look forward to continuing to work with you and helping you stay on track to achieve your long-term financial goals.Review
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sold shares in a VC buyout of a business I was part of.
How has James Riley helped you?
Inheritance planning, early retirement planning and income drawdown, Life insurance to ensure IHT can be paid within government timescales.
Have you seen the outcome you were hoping for?
Yes, I am completely satisfied with all outcomes.
What could they have done better?
I don’t believe anything could have been done better.
James:
Thank you for taking the time to leave such a positive review. I really appreciate your feedback and your confidence in my advice. It has been a pleasure helping you navigate a number of important financial decisions, and I am delighted that the solutions we have implemented have given you the outcomes you were hoping for. Thank you again for your trust and support. I look forward to continuing to work with you and helping you achieve your long-term financial objectives.