James's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 2 )
Pensions ( 52 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 17 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 32 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 5 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cambridgeshire
10 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on saving for retirement
How has James Blackham helped you?
Developed a good plan that has resulted in an ability to retire early
Have you seen the outcome you were hoping for?
Yes, definitely
What could they have done better?
They have met my needs in a very professional way
Review
by a verified client in Cambridgeshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were initially seeking guidance as to how to best manage our finances and plan towards our retirement
How has James Blackham helped you?
James has taken time to understand our circumstances and end goals, and provided clear advice and guidance .
Have you seen the outcome you were hoping for?
Yes, recently retired and feel far more aware and financially prepared to be able to fulfil our future aims.
What could they have done better?
Nothing I can think of !
Review
by a verified client in Buckinghamshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To move company pensions into a private pension. So our wealth can be passed down to our family.
How has James Blackham helped you?
James & his team have been amazing. Very helpful in explaining exactly what the process is and how we will benefit in our long term retirement plans.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing- you can’t improve on excellence!!
Review
by a verified client in Northamptonshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Circumstances changed and felt I needed some expert advice ref my pensions.
How has James Blackham helped you?
James has been a massive help in re structuring our pensions and his knowledge and experience has been invaluable.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
They have done everything they said they would do.
Review
by a verified client in Buckinghamshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We moved into a new property and had a baby in 2018 and wanted to make sure that we had adequate protections in place for life insurance and critical illness. In addition we were keen to ensure our pensions were working as hard as possible to ensure that we could plan for retirement with plenty of time.
How has James Blackham helped you?
James provided us with a range of cover options and explained all of the options clearly, there was no pressure so we were able to pick the plans that suited us the best
Have you seen the outcome you were hoping for?
Yes we feel that we have the right cover in place for our growing family and know that our financial planning is in capable and safe hands which means I don’t have to worry about it.
What could they have done better?
Nothing