James's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 2 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 9 )
Auto Enrolment ( 1 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 15 )
Financial Mentoring ( 4 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 3 )
£50k - 100k ( 5 )
Up to £50k ( 11 )
Review
by a verified client in London
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing advice on taking out income and mortgage protection
How has James Marston helped you?
He explained the options in a way which was easy to understand and encouraged questions. The process of the insurance company offering cover was a convoluted one, but James provided consistent support, patience and persistence with getting this in place for me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No suggestions
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with James
James made it very easy to understand my finance options. Brought to life things that were previously alien. I can now plan better.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with James
Excellent talk thank you James. Easy to understand and lots of easy take home points for me to action. Thanks
Review
by a verified client in Cornwall
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Breaching the 100k income threshold and seeking to be more tax efficient. Had seen recommend for James on medic mums FB group.
How has James Marston helped you?
James has provided advice on how to be more tax efficient. He has also helped me to set up a private pension and provided reassurance along the way.
Have you seen the outcome you were hoping for?
Not yet as only recently done.
What could they have done better?
Not much! Questions always answered and processes/ risks explained clearly
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with James
Very helpful, friendly and approachable. Feels like he genuinely wants to help.