James's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 31 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 15 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 20 )
Financial Mentoring ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 3 )
Repeat review
by a verified client in Hertfordshire
2 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Latchford helped you since your last review?
Ongoing advice
Review
by a verified client in Wiltshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has James Latchford helped you?
Good, useful advice
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hertfordshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
on going
How has James Latchford helped you?
He understands my needs.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
n/a
Repeat review
by a verified client in Hampshire
20 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Latchford helped you since your last review?
James is incredibly helpful and knowledgeable. He makes me feel confident about my retirement plans.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Already with main company James was appointed as my new financial advisor
How has James Latchford helped you?
Very knowledgeable, Professional , makes you fill comfortable when replying to any questions.
Have you seen the outcome you were hoping for?
Yes if anything is to go by over previous years.