James's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 10 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Cheshire
a day 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.
Review
by a verified client in Shropshire
7 days 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.
Review
by a verified client in Merseyside
15 days 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
17 days 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.Review
by a verified client in Manchester
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure income after retiring early and inheritance tax planning.
How has James Riley helped you?
James has helped to ensure income after early retirement and plan for pension income after transfer along with inheritance tax planing.
Have you seen the outcome you were hoping for?
Yes, I would say better than I thought.
What could they have done better?
Nothing - all done extremely well.
James:
Thank you so much for your kind words. I’m really pleased to hear that the planning we’ve done has delivered results that have exceeded your expectations. It’s great to know our regular conversations give you clarity and confidence in your financial direction. Helping clients feel secure in their plans is at the heart of what I do. I look forward to continuing to support you and your family in the years ahead.