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.