James's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 76 )
Retirement income (annuities, drawdown) ( 47 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 33 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 49 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 20 )
£100k - £200k ( 18 )
( 1 )
Up to £50k ( 8 )
£50k - 100k ( 8 )
Review
by a verified client in Kent
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a pension fund and sought his advice
How has James Etheridge helped you?
He has provided information and advice on financial planning based on my personal requirements
Have you seen the outcome you were hoping for?
Not always with the last few years global ups and downs but happy to stick with it
What could they have done better?
nothing that i am aware of
James:
Thank you Carol for your reviewReview
by a verified client in Kent
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
By 2016, I had been working in London for about 25 years. I saw that there was an opportunity, potentially, to retire early, and I wanted to explore and understand what my options were; that’s when I started to look for a firm that would be able to help me with that.
How has James Etheridge helped you?
Focused Financial have given me a lot of confidence in my finances. I’d like to know that I’ve got enough money, and James provides me with not only that reassurance as an individual but also looking at the funds and how those funds are deployed, and the returns on those funds have given me a lot of confidence.
Have you seen the outcome you were hoping for?
By retiring early I've had the opportunity to spend time with my young granddaughters and start to see them blossoming through life. If it wasn’t for James, I don’t think I would have made that decision. He encouraged me but didn’t pressure me, and I’m absolutely delighted that we’ve ended up in the position we have, where I have financial freedom, but more importantly, my life is everything I want it to be.
James:
Robert thank you so much for your review and your kind words. I'm so pleased we could help you retire early and spend more time with your family.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?
To find someone with the skill sets to improve my financial planning
How has James Etheridge helped you?
In all aspects I needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. James is straightforward and I'm never left in doubt
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?
Impending Retirement
How has James Etheridge helped you?
My wife and I first contacted Focused Financial in 2021, a couple of years before we finally retired. We were impressed with their set-up, their reviews from other clients, and the quality of the report they produced for us. Since retirement in 2023 we have had a significant portion of our pension and ISA assets under management with them.
Have you seen the outcome you were hoping for?
Outcomes are always subject to the vagaries of the markets, and we live in particularly turbulent economic times, but we're confident that Focused Financial will continue to help us to navigate these with professionalism and sound advice, based upon our circumstances and appetite for risk. James and the team are also nice people!
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?
How and where to invest an inheritance.
How has James Etheridge helped you?
James gave me the confidence and advice to enable me to retire.
Have you seen the outcome you were hoping for?
Definitely…
What could they have done better?
Nothing comes to mind.