James's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 2 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 19 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 36 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 7 )
£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
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A few years before our planned retirement from work we sought advice to understand how best to manage our pensions and achieve a successful retirement financially.
How has James Blackham helped you?
Assisted in understanding our financial position , and how with appropriate management of pensions / investments we could achieve a desired monthly ‘income’ in our retirement.
Have you seen the outcome you were hoping for?
Yes , retirement for us both was achieved with confidence that we could financially afford to follow our plans .
What could they have done better?
Nothing
Review
by a verified client in Cornwall
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Multiple pensions, unsure what to do with them and how best to proceed with long term cash ISAs
How has James Blackham helped you?
Reconciliation of varying pension schemes, rationalisation of savings, ability to plan better for our future and retirements.
Have you seen the outcome you were hoping for?
Yes, absolutely.
What could they have done better?
I don't have any areas of improvement - communication and reactiveness has always been excellent as has advice and guidance at each stage of our journey together.
Review
by a verified client in Somerset
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Management of private pension
How has James Blackham helped you?
Managing investments as well as private pension. Forward financial planning
Have you seen the outcome you were hoping for?
I am well on the journey to achieve the outcome I am hoping for.
What could they have done better?
No, James has always been available when I have needed advice due to changing circumstances
Review
by a verified client in Cambridgeshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has James Blackham helped you?
Planned my investment strategy and implemented
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cornwall
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Originally looking to invest a lump sum which led to further investments through James.
How has James Blackham helped you?
Provided advice & suggestions in helping us plan financially for the future. James has kept explanations of the financial markets & investments very simple & has gone beyond helping us in planning our finances.
Have you seen the outcome you were hoping for?
Absolutely! We are in a better place now than we had hoped for.