James's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 30 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 30 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 22 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 12 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Repeat review
by a verified client in Dorset
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Craw helped you since your last review?
Enabling the beneficiaries from the Trust access funds, which is allowed under the terms of the Will.
James:
Thank you very much for taking the time to leave a review and for your kind words. I look forward to being of service again in 2025. with many thanks, JamesReview
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for help with retirement planning
How has James Craw helped you?
Consolidated our pensions
Have you seen the outcome you were hoping for?
Yes
James:
Many thanks for taking the time to leave a review for me and for your kind words and feedback. I look forward to being of service to you again in 2025. with best wishes, JamesRepeat review
by a verified client in Dorset
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Craw helped you since your last review?
Regular meetings
James:
Many thanks for taking the time to leave me a review and for your kind words. I look forward to being of service to you again in 2025. with best wishes, JamesRepeat review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Craw helped you since your last review?
Managing investments
James:
Many thanks for taking the time to do a review for me. Thank you also for your kind words. I look forward to being able to be of service to you again in 2025. with best wishes, JamesFirst impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with James
James was really helpful . He could not advise me directly but went out of his way to find someone who could. Thank you
James:
Thank you very much for your kind words. I am glad to be of service to you. I hope that you manage to find what you are looking for. Best wishes, James.