James's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 11 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Fast approaching retirement age and wanted an income that was similar to my present wage.
How has James Riley helped you?
I feel confident that my money isn’t just sat in a bank account but is working for me.
Have you seen the outcome you were hoping for?
It’s very early days but so far no complaints.
What could they have done better?
As I’m new to investing I’m still finding my ‘financial feet’. So don’t have the knowledge yet, to answer this.
James:
Thank you for taking the time to share your thoughts – I really appreciate it. As you approach retirement, having a clear plan in place can make all the difference, and I’m glad to be supporting you through that process. I’ll continue to be on hand whenever questions come up, and we’ll keep everything under regular review to ensure you stay on track. Thanks again for your trust – it means a lot.Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions
How has James Riley helped you?
Review of existing pensions and advising on private pension. Also advises on anything else that comes up in conversation e.g. death in service, private healthcare etc.
Have you seen the outcome you were hoping for?
Yes, James explains everything so that it's easy to understand.
James:
Thank you for your thoughtful review. I’m pleased to hear that our discussions around your pensions and wider financial planning have been helpful and easy to follow. It’s also good to know that you're feeling confident about your financial direction and that our annual check-ins provide the clarity you’re looking for. Thank you again for your feedback—I'm glad to be supporting you.Review
by a verified client in Shropshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was not happy with my original adviser at a different company
How has James Riley helped you?
James has consistently been available for help and advise with my pension. He has always kept in touch and made sure that I am fully aware of what my options are. James is friendly, approachable and always great to chat to.
Have you seen the outcome you were hoping for?
So far the outcome has been very positive.
What could they have done better?
There are no complaints from me at this time.
James:
Thank you for leaving such a positive review. I’m pleased to hear that the support with your pension has been helpful and that you feel clear about the options available to you. It’s great to know you’ve had a positive experience so far, and I really appreciate your kind words about my approach. Making financial advice feel straightforward and personable is always my goal. I’m grateful for your trust and look forward to continuing to support you in the future.Review
by a verified client in Merseyside
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Clear and precise information and in laymen's terms , so easy to understand
How has James Riley helped you?
James has helped with my pension, taxes and inheritance tax and the like , given excellent advise on the subjects.
Have you seen the outcome you were hoping for?
Not yet as i have not taken my private pension , but will be doing soon, and hopefully the outcome will be fruitful
What could they have done better?
Nothing
James:
Thank you for your thoughtful review. I’m really pleased to hear that you’ve found the advice clear, straightforward, and easy to understand. Making complex financial matters accessible is always a priority, so it’s great to know that’s come through in our conversations. I’m glad the guidance on your pension, tax planning and inheritance matters has been helpful so far. While the outcomes are still to come, I’m confident we’ve laid strong foundations for when the time is right to access your pension. As always, I’m here to answer any questions along the way and look forward to continuing to support you through the next stages of your plan.Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to rationalise several workplace pensions
How has James Riley helped you?
I now have a single managed fun that is easier to follow
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
James:
Thank you for taking the time to leave such positive feedback. I’m really pleased to hear that consolidating your workplace pensions has made things clearer and easier to manage. It’s great that the outcome has matched your expectations, and that you feel confident about the direction you’re heading in. Clear communication and ongoing support are a key part of the advice process, so I’m glad that’s reflected in your experience. I look forward to continuing to support you as your plans develop over time.