James's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 96 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 65 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 18 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 44 )
Financial Mentoring ( 12 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 19 )
£100k - £200k ( 6 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Richards helped you since your last review?
Reviewed our investments and assisted us in withdrawing some of our funds
Repeat review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Richards helped you since your last review?
Excellent ongoing advice, resulting in exceptional returns over the last 12 months
Repeat review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Richards helped you since your last review?
James is always avaible to give advice and guidance snd his team will also support if required
Repeat review
by a verified client in Warwickshire
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 Richards helped you since your last review?
James has offered good investment options
Repeat review
by a verified client in Staffordshire
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 Richards helped you since your last review?
We did our review earlier this month as usual James guided me through the movement in value and we discussed needs and revenue streams . Was simple and straightforward advice and amendments to the drawdown after listening snd interpreting my needs