James's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 69 )
Retirement income (annuities, drawdown) ( 38 )
Auto Enrolment ( 2 )
Investments and Savings ( 86 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 1 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 19 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 20 )
£100k - £200k ( 5 )
( 1 )
£50k - 100k ( 6 )
Up to £50k ( 5 )
First impression
by a VouchedFor user
10 days 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
18 days 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.
First impression
by a VouchedFor user
24 days ago
Overall
Please provide a brief comment about your experience with James
Very informative
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with James
From the first contact with James we both had complete confidence in him. He is knowledgeable and was able to answer our many questions, which is key when you have key life goals to discuss.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with James
James explained the process we were potentially embarking on very clearly in a way that I could readily understand.