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
4 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
17 days 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
21 days 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
a month 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
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I was approaching retirement I had several pensions Isas etc and needed to organise them to achieve maximum returns in the best way.
How has James Thompson helped you?
He reviewed my investments and pensions and recommended a proper retirement package best suited to our needs.
Have you seen the outcome you were hoping for?
Yes the outcome has been excellent.
What could they have done better?
nothing