James Hawksworth

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

I'm at a stage in life where I realised I wasn't at all prepared for the possible eventualities and certainties of life. I hadn't though abut my various pensions, where they are, if I was contributing enough, let alone my salary and possible investments and savings I could be making. Its time to make sure that my finances are in order to live well now and ensure I have planned for my future.

How has James Hawksworth helped you?

I was recommended James services and so far have been very happy. He gave me advice on my current finances and has helped me work out the beginnings of how best to place my money for the future. No overselling as with other advisors I have spoken with. James has a reassuring manner and approach which means you feel comfortable and are confident from the start that he understands and has your back. He doesn't need to sell how good he is, you know as soon as you begin talking to him. He comes back to you with possible solutions and lets you make the ultimate decision, but he ensures you have all the facts to be in a position to choose what's best for you.

Have you seen the outcome you were hoping for?

Time will tell as my decisions are both long and short term, but so far I'm happy with the direction I'm taking.

What could they have done better?

Early days; ask me in a few months if anything crops up. So far nothing to note.

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

Pension planning

How has James Hawksworth helped you?

James spends time to understand and appreciate your specific circumstances and situation. He helped us consider our options and.used his knowledge and experience to guide us through what can be a complicated process.

Have you seen the outcome you were hoping for?

DificultYes both my wife and myself were, and continue to be happy with our outcomes.

What could they have done better?

Difficult to imagine how things could have worked out better.

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

Advice on savings.

How has James Hawksworth helped you?

Yes, he advised putting my savings on a platform.

Have you seen the outcome you were hoping for?

Yes, I am happy with how my savings have grown.

What could they have done better?

In my experience I don’t think James could have done anything different. I am happy with his advice.

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

Looking for a financial advisor to amalgamated various pensions and savings into one

How has James Hawksworth helped you?

James advised to place pensions and savings on a platform

Have you seen the outcome you were hoping for?

Yes, we are happy with how our finances have grown

What could they have done better?

In our experience we believe our finances were handled correctly

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

I needed someone to help me better manage my finances, and with three young children wanted to prepare for both my and their financial future.

How has James Hawksworth helped you?

He has advised me in multiple areas including pension, investments and savings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing of note