James's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 94 )
Retirement income (annuities, drawdown) ( 59 )
Investments and Savings ( 102 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 40 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 66 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 24 )
£100k - £200k ( 21 )
( 1 )
Up to £50k ( 8 )
£50k - 100k ( 9 )
Review
by a verified client in Kent
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I both had several different pensions and were unsure whether I could afford to retire before my pensions began. we also wanted advice about gifting money to our children.
How has James Etheridge helped you?
James helped us to take a long term view of our money, He also showed us that with our current rates of income and outgoings we were in a financially stable position. When my husband died, James was very supportive and gave me sound advice on my various pensions.
Have you seen the outcome you were hoping for?
I am assured that my financial future is secure, thanks to James' advice.
What could they have done better?
I don't have any complaints about the way James has advised me over the years.
James:
Thank you, Susie, for your kind review. I’m pleased that my advice has helped you feel confident about your financial position, both over the years and following Paul’s death. It’s good to know that you feel reassured about your future, and I appreciate you taking the time to share your experience.Review
by a verified client in Kent
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate my existing pension plans and required advice on investments together with inheritance [planning
How has James Etheridge helped you?
James has put together a comprehensive financial planning package encompassing all of my needs.
Have you seen the outcome you were hoping for?
The plan that James has formulated has exceeded my expectations
What could they have done better?
I do not believe that anything could be improved upon
James:
Thank you, Simon, for taking the time to leave a review. I’m very pleased to hear that the financial plan we put together has exceeded your expectations. Helping you consolidate your pensions and create a clear investment and inheritance strategy was an important piece of work, and I’m glad you found the process comprehensive and reassuring. Thank you again for your kind words and for placing your trust in me.Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has James Etheridge helped you?
He has over the years proved himself to be a valuable asset. Freeing up time (and money when needed) to enjoy retirement. The annual finance meeting with him is very helpful and reassuring.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing all good.
James:
Thank you, Alison, for your kind words and for taking the time to leave a review. I’m very pleased to hear that you’ve found our work together helpful over the years and that the Annual Planning Meetings continue to be helpful and reassuring. Knowing that the planning we’ve put in place has helped free up both time and money for you to enjoy your retirement is exactly what I aim for. I really value our ongoing relationship and appreciate your trust.Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and financial planning
How has James Etheridge helped you?
James has provided tailored advice on how best to manage and utilise savings and assets to plan for our retirement income and expenditure.
Have you seen the outcome you were hoping for?
Yes, I am very pleased with the advice James has provided, in respect of financial and retirement planning
What could they have done better?
I don't feel that James or the Focussed Financial team could have done anything better.
James:
I’m really pleased to hear that you’ve felt well supported with your retirement and financial planning. It’s great to know that the tailored advice on managing your savings and assets has helped you feel confident about your future plans. I’m delighted that the outcome has been what you were hoping for, and I appreciate your kind words about the service you received from me and the team. If there’s ever anything you’d like to revisit or explore further as your plans develop, we're always here to help.Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning and tax efficient drawdown
How has James Etheridge helped you?
I have been impressed by the service provided by Focused Financial. Communication is clear, responses are fast and the team are very personable. The software platform used has enabled my wife and I to visualise our financial position into the future, giving me the confidence to retire.
Have you seen the outcome you were hoping for?
Yes, we have clarity of our financial position and future options
What could they have done better?
N/A the service has been excellent
James:
Thank you for your excellent feedback. I am very pleased that you have been happy with the service. It is great to hear that the planning work, clear communication and the software tools have helped you and Heidi understand your financial position and future options, and that this has given you the confidence to retire. We are always here should you need anything.