James's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 59 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 9 )
Financial Mentoring ( 5 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 12 )
£50k - 100k ( 8 )
Up to £50k ( 9 )
Repeat review
by a verified client in Lincolnshire
a day ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Espin helped you since your last review?
James has annually reviewed my pension to ensure that it i continues to meet my income needs. It is very reassuring to know that it is under constant review, as small changes can sometimes be made to ensure optimum financial performance. James continues to explain everything clearly and in lay man’s terms so that I understand.
Repeat review
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Espin helped you since your last review?
It’s comforting to know that James is always at the other end of the phone should we need to run anything by him.
James:
Good to hear that you value having me there to lend an ear Keith. Here's to many more years working together.Repeat review
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Espin helped you since your last review?
James has helped with ISA review and reallocating funds
James:
Thank you for taking the time to leave such a kind review Mike, it really is appreciated. I hope your affairs now give you the confidence to finish visiting the few football league grounds still on your list!Repeat review
by a verified client in Lincolnshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Espin helped you since your last review?
James has been my financial advisor for several years and i trust in the advise he gives to me. James is well informed and always gives me the best advise possible.
James:
Thanks Dave, really appreciate the feedback. Hope you're enjoying Spain!Review
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had sold property and wanted to invest some of the proceeds in a tax-efficient way that could benefit our family later. We also wanted to explore our financial prospects in a variety of scenarios.
How has James Espin helped you?
James has guided us through an appropriate process to achieve the aims set out above. He is helping us with implementation very effectively. Also, he is helping us with understanding the big decisions we have to take.
Have you seen the outcome you were hoping for?
Yes. It is an ongoing work, but we are progressing and feeling more comfortable.
What could they have done better?
Not much! I want James to continue as he has done so far, he in invaluable.
James:
Thanks Norman, it's lovely to hear that you feel our advice has been worthwhile so far and looking forward to a continued fruitful relationship.