James's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 37 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 23 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 35 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 13 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in East Sussex
3 days ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has James Posnett helped you?
Pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Mint know
Review
by a verified client in Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Family
How has James Posnett helped you?
Advised on pensions, investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing very happy
Review
by a verified client in East Sussex
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement
How has James Posnett helped you?
He recommended a new platform
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in East Sussex
7 days ago
Overall
Advice
Service
Value
How has James Posnett helped you since your last review?
James thoroughly goes through my portfolio every year and is available should I have any questions
Review
by a verified client in Suffolk
10 days ago
Overall
Advice
Service
Value
How has James Posnett helped you since your last review?
Planning withdraw from my pension for holidays
James:
Thank you for taking the time to leave a review. It is always nice to receive feedback and it means a lot to know that you would feel confident recommending me to others. I am currently accepting referrals and would be very happy to help any friends, family members or colleagues who you feel may benefit from my advice. So, please feel free to pass on my details or introduce us—there is, of course, no obligation for you to do so.