James Thompson

James Thompson

NorthStar Wealth Management

James's reviews

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 2 )

Pensions ( 66 )

Retirement income (annuities, drawdown) ( 36 )

Auto Enrolment ( 2 )

Investments and Savings ( 79 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 1 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 16 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 12 )

£200k - £500k ( 18 )

£100k - £200k ( 5 )

Up to £50k ( 4 )

( 1 )

£50k - 100k ( 5 )

First impression

by a VouchedFor user

8 days ago

Overall

Please provide a brief comment about your experience with James

Very good first impression, comprehensive discussion.

First impression

by a VouchedFor user

16 days ago

Overall

Please provide a brief comment about your experience with James

James was professional, incredibly knowledgeable and really helped me to think about my options in preparation for a significant lifestyle change.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with James

James was very professional. He asked all the questions I had expected and covered al the areas we wanted to explore.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with James

James was friendly and knowledgeable and explained everything was explained clearl

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with James

Great chat with James who quickly understood my situation and offered fast no nonsense advice