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 )
Review
by a verified client in Hampshire
2 days 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
First impression
by a VouchedFor user
16 days ago
Overall
Please provide a brief comment about your experience with James
My initial Discovery Meeting with James was fantastic. He was very knowledgable and incredibly patient with my questions. I feel confident James will be able to provide a valuable service, and I look forward to working together.
First impression
by a VouchedFor user
18 days ago
Overall
Please provide a brief comment about your experience with James
Very good opening meeting.
First impression
by a VouchedFor user
23 days ago
Overall
Please provide a brief comment about your experience with James
James was friendly and explained things clearly.
Review
by a verified client in Hampshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To look after my investment
How has James Thompson helped you?
He us always on the end of the phone for advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything thing is good for me