James's reviews
Reviewed for
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 5 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 24 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 10 )
£100k - £200k ( 6 )
£50k - 100k ( 1 )
Up to £50k ( 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 Worcestershire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed better returns on savings
How has James State helped you?
Advises on the whole of our portfolio helping us to withdraw money tax efficiently
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in South Yorkshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a few small workplace pensions and wanted to bring them all together
How has James State helped you?
Long chats re best way forward for us
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing .. he is very knowledgeable and personable would definitely recommend Thank You
Review
by a verified client in South Yorkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on investing
How has James State helped you?
Advice on my isa Pre retirement pension advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy with all aspects of service
Review
by a verified client in South Yorkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning retirement
How has James State helped you?
James has dvised on all aspects of financial planning for our retirement. His advice has been clear and based on our specific circumstances. He took time to explain the risks and benefits of each area of advice. He has then carried out any recommendations in an efficient and timely manner.
Have you seen the outcome you were hoping for?
Yes so far
What could they have done better?
Totally happy with the service provided
Review
by a verified client in Yorkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Neeed help with pension
How has James State helped you?
Talked us through what we needed to do with our pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing