James's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 100 )
Retirement income (annuities, drawdown) ( 63 )
Investments and Savings ( 109 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 42 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 73 )
Financial Mentoring ( 8 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 35 )
£200k - £500k ( 28 )
£100k - £200k ( 21 )
( 1 )
Up to £50k ( 8 )
£50k - 100k ( 9 )
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?
I was looking for pension advice.
How has James Etheridge helped you?
James has been great at helping map out my financial position over time and into the future, to ensure my pension investments cover my future needs, and to match my investments to my personal risk profile and ethical requirements
Have you seen the outcome you were hoping for?
Peace of mind has been achieved ?. Retirement not yet.
James:
Thank you, Marianne, for your kind review. I'm pleased that our planning work has helped give you peace of mind and that your pension investments are aligned with your future goals, risk profile and ethical preferences. While retirement is still ahead, it's great to know you feel confident about the path you're on. Thank you for your trust and continued confidence in my advice.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?
Planning for retirement.
How has James Etheridge helped you?
James gave advice concerning pensions consolidation for myself and my wife. Also, advice on savings, investments, taxation and expenditure planning for retirement.
Have you seen the outcome you were hoping for?
As far as is practical, yes.
What could they have done better?
Nothing comes to mind.
James:
Thank you, Dereck, for your review. I'm pleased that the advice on pension consolidation, savings, investments, taxation and retirement planning has helped you and Monica, and that you've achieved the outcomes you were hoping for. Thank you for your trust and for your kind feedback. I look forward to supporting you both in the years ahead.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.
How has James Etheridge helped you?
Good advice on provided investment company.
Have you seen the outcome you were hoping for?
So far good
What could they have done better?
Can't think of anything
James:
Thank you, John, for taking the time to leave a review. I'm pleased to hear that you found the advice helpful when planning for your retirement and that you're happy with the investment solution recommended. It's also encouraging to know that, so far, things are progressing as you had hoped. I appreciate your kind comments and your confidence in my advice. I look forward to continuing to support you and helping you stay on track with your long-term financial goals.Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A family member wanted their affairs sorted before they died.
How has James Etheridge helped you?
James has made me realise that I can travel and have a new car if I wanted.
Have you seen the outcome you were hoping for?
Definitely, I have choices now without worrying.
What could they have done better?
I can’t think of anything, service is excellent.
Review
by a verified client in Kent
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was thinking of retiring and needed help and advice whether I would have enough money throughout my retirement.
How has James Etheridge helped you?
With James's advice I was able to retire with confidence.
Have you seen the outcome you were hoping for?
Certainly, even with fluctuating markets my investments have increased in value.
What could they have done better?
Nothing...
James:
Thank you, Peter, for taking the time to leave such a positive review. I am pleased that the advice gave you the confidence to retire knowing your finances were well planned for the long term.