James's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 11 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 13 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
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?
Getting ready for retirement
How has James Riley helped you?
Advised on investing and managing funds
Have you seen the outcome you were hoping for?
So far so good
James:
Thank you for taking the time to leave a review. I’m grateful for your feedback. I’m pleased that the advice around your pensions and investments has been helpful as you prepare for retirement. This is an important stage of financial planning, and it’s good to hear that you feel things are moving in the right direction. Thank you again for your kind comments and for your trust in my advice.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?
Current adviser taken over and no longer providing good or timely advice
How has James Riley helped you?
Placed our SIPPS and ISAs into better funds Worked closely with our accountant to advise on IHT
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 share your feedback. I am glad that you have found the advice and support you were looking for. It's good to know that the work around your SIPPs, ISAs and inheritance tax planning has been helpful, and that the collaboration with your accountant has added value. Thank you again for your trust and for taking the time to share your feedback.Review
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to amalgamate all my pensions into one pot and wanted advice on the best place to do this.
How has James Riley helped you?
James has given me advice on how I could invest a lump sum and general advice with my existing pension fund.
Have you seen the outcome you were hoping for?
Currently I am very happy with the advice I’ve received and the way my funds are performing.
What could they have done better?
I’m happy with the service I’ve received.
James:
Thank you for taking the time to leave this review. It’s great to hear that you’re happy with the service and that the advice has helped you feel confident about your pension planning and investment decisions. It’s always my aim to provide clear, practical guidance tailored to your circumstances, and I’m pleased the outcomes so far have been positive. I look forward to continuing to support you and ensuring your plans stay aligned with your long-term goals.Review
by a verified client in Manchester
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Way to invest my money
How has James Riley helped you?
By giving advice on best way to invest
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
James:
Thank you for your kind feedback. I’m really pleased to hear that the advice and support have helped you move forward with your investment plans and that you’re seeing the outcomes you hoped for. It’s been a pleasure to work with you on a range of areas, and I’m always here whenever you have questions or want to explore options further. Your trust is truly appreciated, and I look forward to continuing to support your financial journey.Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was a good number of years ago so we can’t recall what the reason was originally
How has James Riley helped you?
Consolidating pensions, arranging bonds and ISAs and offering helpful and friendly advice and guidance
Have you seen the outcome you were hoping for?
Our net worth has certainly increased
What could they have done better?
Not certain really
James:
Thank you for your kind and considered feedback. It’s been a pleasure working with you over the years, and I’m really pleased to hear that the advice and guidance I’ve provided has had such a positive impact. Helping clients consolidate pensions, navigate investment options like bonds and ISAs, and plan for the future in a way that suits their needs is exactly what I aim to deliver. Thank you again for your ongoing trust and for being willing to recommend my services to others. That kind of support means a great deal and is never taken for granted.