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