James's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 7 )
Pensions ( 76 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 3 )
Investments and Savings ( 74 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 27 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 53 )
Financial Mentoring ( 10 )
Financial Coaching ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 43 )
£200k - £500k ( 16 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
( 2 )
Review
by a verified client in Buckinghamshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I already had a financial advisor, but wanted another pair of eyes to review my portfolio and strategy as I considered retirement. My expectations were greatly exceeded by James, and I consequently moved my business to him.
How has James Anderson helped you?
Advice from James has always been first rate. I always feel part of the process, and enjoy working through different strategy scenarios with him.
Have you seen the outcome you were hoping for?
Absolutely. I am enjoying the lifestyle that I was hoping for in retirement.
What could they have done better?
Nothing that immediately springs to mind.
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to aggregate my various work pension into one manageable pot and plan for retirement
How has James Anderson helped you?
James has been crucial in fulfilling this onjo
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not sure there is much that could have been improved upon
Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My Husband suggested it
How has James Anderson helped you?
Ongoing support and advise around savings and pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
not enough time or expertise in the space
How has James Anderson helped you?
in all aspects of financial planning and if no experience he gains it or seeks it out.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To build an investment portfolio in a flexible and simple way as possible.
How has James Anderson helped you?
James set my wife and I up with fantastic advice. He was always available to put our minds at rest. Were really happy and confident on this investment journey with James' help and guidance.
Have you seen the outcome you were hoping for?
Its early days but as I said we are very confident James has helped us find the right products for us.
What could they have done better?
Nothing