James Thompson

What were the circumstances that caused you to initially look for an adviser?

A milestone birthday (while being self-employed) was the catalyst to get a better grip on finances and future planning

How has James Thompson helped you?

James has been an invaluable guide as we reorganised our pensions, set up new insurance policies and set goals for the future. He is empathetic, highly patient and clearly a true expert in his field.

Have you seen the outcome you were hoping for?

Seamless and well handled on all fronts so far. No results as we have just completed the set up.

What could they have done better?

Nothing!

What were the circumstances that caused you to initially look for an adviser?

Pension consolidation for early retirement

How has James Thompson helped you?

Consolidated pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He has done everything he said he would do

Please provide a brief comment about your experience with James

Very good first impression, comprehensive discussion.

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.

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.