
James's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 70 )
Retirement income (annuities, drawdown) ( 39 )
Auto Enrolment ( 2 )
Investments and Savings ( 87 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 1 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 20 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 20 )
£100k - £200k ( 5 )
( 1 )
£50k - 100k ( 6 )
Up to £50k ( 5 )
Review
by a verified client in Isle of Wight
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wished to transfer a pension
How has James Thompson helped you?
From the first meeting James has explained matters patiently and clearly.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Hampshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a need for advice
How has James Thompson helped you?
Very well, always courteous and knowledgable, and keeping my pension going.
Have you seen the outcome you were hoping for?
I have the only achievable outcome.
What could they have done better?
Some information showing more detail on the success, or not, of individual trades would be helpful.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with James
James was very nice to talk to, professional and upfront about his fees. Unfortunately I cannot afford the fees so I am not able to proceed.
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with James
A very polite professional young man who explained everything throughly and answered all questions while offering advice and impartial guidance.
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with James
Explain well all aspects and was detailed with info, unlike other we had tried.