James's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 14 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
Up to £50k ( 2 )
Review
by a verified client in Essex
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking into options for reducing my liability to IHT
How has James Crisell helped you?
James helped clarify my understanding of IHT rules, validated some options I had already investigated, produced an overview of my likely risk appetite and worked with me to produce a combined insurance and investment solution to achieve my goal.
Have you seen the outcome you were hoping for?
James and I are in the process of implementing the solution to provide the required outcome.
What could they have done better?
I don't believe so, I am happy with the outcome.
Review
by a verified client in South Ayrshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was being made redundant and wanted to find out if I had enough in my pension to retire rather than look for further employment.
How has James Crisell helped you?
James took into account all of our incoming finances and outgoing bills and then came up with a plan of how to best use my pensions for my future.
Have you seen the outcome you were hoping for?
Yes, I was very pleased with the advice and help that James provided and am now able to retire.
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was already a client of the company.
How has James Crisell helped you?
He has been through my finances and investments, and is helping me to plan for retirement.
Have you seen the outcome you were hoping for?
The retirement date is some 18 months away, I shall only then be able to judge the outcome.
What could they have done better?
Not much more than what has been done at the present.
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted specialist advice on managing a large private pension.
How has James Crisell helped you?
James has been excellent. He understands my financial goals and ethics, and I totally trust his advice. In addition he is always friendly, helpful and very quick to respond.
Have you seen the outcome you were hoping for?
Yes, my investments align with my values and ethics, and performance is very satisfactory.
What could they have done better?
Nothing major comes to mind
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husbands pensions needed IFA advice so we could decide the best course of action
How has James Crisell helped you?
He helped us weigh up the pro's and con's of different options
Have you seen the outcome you were hoping for?
Early days, but so far yes
What could they have done better?
can't think of anything!