James Craw

James Craw

True Potential Wealth Management LLP

James's reviews

Reviewed for

Insurance and Protection ( 4 )

Pensions ( 31 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 30 )

Investments and Savings ( 50 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 31 )

Long Term Care ( 8 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 23 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 12 )

£100k - £200k ( 4 )

Up to £50k ( 2 )

£50k - 100k ( 3 )

Repeat review

by a verified client in Somerset

a month 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?

James has mostly helped to consolidate pensions, invest with more confidence and answer any questions I throw his way since my last review.

Repeat review

by a verified client in Dorset

6 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, James
Review

by a verified client in Somerset

6 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, James
Repeat review

by a verified client in Dorset

6 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, James
Repeat review

by a verified client in West Yorkshire

6 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, James