James's reviews
Reviewed for
Insurance and Protection ( 20 )
Mortgages ( 7 )
Pensions ( 79 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 3 )
Investments and Savings ( 77 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 30 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 56 )
Financial Mentoring ( 10 )
Financial Coaching ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 45 )
£200k - £500k ( 16 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
( 3 )
Review
by a verified client in Suffolk
18 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Returned to UK
How has James Anderson helped you?
Simple advice on a range of financial planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot except higher returns!
Review
by a verified client in Surrey
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Accelerated career success and wanting to maximise the future of my family.
How has James Anderson helped you?
Great sounding board. Balanced, direct and straightforward. Exactly what you need in this type of relationship.
Have you seen the outcome you were hoping for?
Currently yes.
What could they have done better?
Possibly a bit reactive in conversation but only a slight critique
Review
by a verified client in Hampshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for an IFA with a modern outlook.
How has James Anderson helped you?
Formulate a more varied financial overview than I had previously.
Have you seen the outcome you were hoping for?
Time will tell.
What could they have done better?
N/A
Review
by a verified client in Buckinghamshire
23 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
2 months 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