Angela's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 69 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 10 )
£100k - £200k ( 6 )
Up to £50k ( 18 )
£50k - 100k ( 11 )
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pension pots spread across different providers, which made it challenging to keep track of my retirement savings. I wanted to simplify my arrangements, potentially reduce costs, and have a clearer overview of my long-term financial situation. That’s what prompted me to seek professional advice in consolidating all my pensions into a single provider.
How has Angela James helped you?
Angela James guided me step-by-step through consolidating my pension pots from multiple providers into a single plan. She patiently explained each option, outlined the potential benefits and risks, and kept me informed at every stage. Her thorough approach, clear communication, and genuine care for my long-term financial wellbeing made the process seamless and gave me peace of mind about my retirement planning.
Have you seen the outcome you were hoping for?
Yes, I have. The consolidation process went smoothly, and I’m now enjoying the benefit of having one clear, streamlined pension arrangement. It’s made tracking contributions and performance much simpler and given me a better overview of my overall retirement goals.
What could they have done better?
none
Repeat review
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Angela James helped you since your last review?
Angela continues to provide sound financial and investment advice. I trust her judgment regarding the funds I invest in, to reach my retirement goals.
Angela:
Thank you Wayne for the lovely feedback, I am so pleased that you find my help and support so valuable. Its been an absolute pleasure to work together all these years.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Angela
I reached out to Angela about Yolo financial services. I was thoroughly impressed with both Angela's professionalism and the quality of services Yolo provides. From the outset, Angela made sure to understand my personal financial goals, offering tailored advice that wasn’t just about selling products but about genuinely helping me manage and grow my finances. I look forward to Angela's services! Thank you! Sanderson
Angela:
Thanks Sanderson for the lovely feedback, I am so pleased you got a lot from our meeting and I look forward to working with you when the time is right.First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Angela
Very informative and helpful she guided me to the right people thank you
Repeat review
by a verified client in Wiltshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Angela James helped you since your last review?
Angela has helped me understand the best way to balance running a profitable business and maximise my pension contributions.