James's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 17 )
Pensions ( 29 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 8 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
£50k - 100k ( 4 )
Up to £50k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in Newport
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Baker helped you since your last review?
Reviewed protection needs and financial plans for next 12 months
Review
by a verified client in Newport
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a personal pension and needed advice to help me plan for the future
How has James Baker helped you?
He supported my plans as I transitioned from work to retirement. James' advice is easy to understand and never over complicates things. He is very trustworthy.
Have you seen the outcome you were hoping for?
Yes .. James has guided me through the uncertain world of retirement and has always been supportive of my financial needs.
What could they have done better?
Nothing. James has overdelivered on my expectations.
Review
by a verified client in Newport
6 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 Baker helped you?
James has given specialist advice every step of the way in a very professional manner. His approach is friendly and puts you at ease.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Don't feel that he could have done any better. We've not been left wanting.
Review
by a verified client in Bridgend
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchasing a house and needed help with a mortgage as a first time buyer and had heard of James through a friend who had also used him while looking for a mortgage.
How has James Baker helped you?
James has worked immensely hard to find us the best deal and make our situation as easy and simple as possible.
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
N/A
Review
by a verified client in Caerphilly
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A mortgage
How has James Baker helped you?
Helping us with options for our mortgage looking at which one is best.
Have you seen the outcome you were hoping for?
Yes picked the one best for us so happy such an easy process
What could they have done better?
Nothing really helpful always keeping us updated. Not worried about a thing!