James's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 1 )
Pensions ( 49 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 20 )
Auto Enrolment ( 1 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 11 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 26 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 10 )
£100k - £200k ( 8 )
£50k - 100k ( 5 )
Up to £50k ( 11 )
Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage some of my lump sum on retirement and invest other moneys
How has James Bowers helped you?
Invested well for me and explained clearly all my options.
Have you seen the outcome you were hoping for?
Definitely in all areas.
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has James Bowers helped you?
Thorough analysis and advice, excellent communication and personable approach
Have you seen the outcome you were hoping for?
YES! Very excellent
What could they have done better?
Nothing
Review
by a verified client in Northamptonshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long-term financial planning
How has James Bowers helped you?
James has provided expert advice and has made several complex situations much easier to understand and then plan for. He is always knowledgeable, warm, approachable, professional and patient.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cumbria
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Try getting advice from banks is very frustrating, everything is online. Having an advisor who is knowledgeable and extremely helpful is a no brainer.
How has James Bowers helped you?
James always gives the best advise, he’s a very knowledgable gentleman, very trustworthy.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Just keep doing what they are doing, always looking after the customers interest.
Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need to ensure that my investments are working efficiently to support my family into the future.
How has James Bowers helped you?
James reviewed my existing portfolio, learnt about my attitude to risk and explained the options available to me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing particularly.