James Thompson

Please provide a brief comment about your experience with James

Super helpful and clear. James made me feel like I might actually be able to take control and understand things!

What were the circumstances that caused you to initially look for an adviser?

Considering retirement and wanting to take stock of our financial situation.

How has James Thompson helped you?

James really helped us look at our financial situation and explore our options for the future. He gave me confidence that I can retire and helped me make concrete plans for the futrure. He listened to our individual needs, preferences and plans and developed a strategy for us that is specisically tailored to our needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I would have liked James to ask us about our understanding of and attitudes to investment before the modelling. I think this would have enabled him to give us more understanding of our options and tailored the strategy even more to our needs.

What were the circumstances that caused you to initially look for an adviser?

Reinvest a private pension fund

How has James Thompson helped you?

Helped me assess options and my appetite for investment and goals I wanted to achieve in retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I needed to set up a new investment plan.

How has James Thompson helped you?

Set up an ISA and helped me understand my options

Have you seen the outcome you were hoping for?

Yes. I have an ISA in place and the investment returns have been good.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Being retired, I required advice on the best way to save and invest for my likely future needs.

How has James Thompson helped you?

James offered advice and help in setting up an appropriate stocks and shares ISA.

Have you seen the outcome you were hoping for?

While appreciating that the value of stock market investments can fluctuate in the short term, I have been very satisfied with the performance over the years.

What could they have done better?

Nothing really, because James's initial advice seems to be having a positive outcome.