James Ford

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

I turned to James for advice on my next steps as a recently bereaved widow. I had a significant sum to invest and needed a wise voice to lead me through the process.

How has James Ford helped you?

James has been a huge help to me in setting up a good financial plan for myself and my children.

Have you seen the outcome you were hoping for?

So far, the plan is working well even if the markets are 'difficult' right now.

What could they have done better?

Nothing

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

Having a serious health condition I did not wish to leave my main pension in a paid up final salary scheme.

How has James Ford helped you?

James Ford helped me to consolidate my pensions in a SIPP. I'll be able to leave any remaining pension to my partner and children.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think it was as good as I needed it to be.

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

I opened a pension pot

How has James Ford helped you?

James has always made himself available to answer -very clearly and patiently- all my general or more specific questions. As a result, I feel well supported in my investments and reassured.

Have you seen the outcome you were hoping for?

Notwithstanding the current crisis, I am happy that James knows how to look after my pension and will take the necessary actions, should adjustments become necessary.

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

I wanted to transfer a couple of old - uncrystallised - Defined Benefit pensions into a SIPP. I could work out for myself that it was almost certainly appropriate to do so, but the amounts exceeded the threshold above which I had to have received qualified financial advice to proceed. The availability of suitably qualified, competent, independent and technical advice in this specialist field had beome very scarce so I had to do alot of research in order to find a likely source.

How has James Ford helped you?

James proved to be the perfect source of the qualified, competent, independent and empathatic advice I needed. He was very thorough in getting to understand my financial and lifestyle information. Regarding independence, I have right from the outset felt that he is on my side of the table in ensuring any advice has been suitable and appropriate for my needs and circumstances. This eventually extended to recommendations on actions and products, which after regular reviews I still believe are right for me. James has always ensured - and checked - that I understand exactly the nature, purpose and reasons behind any advice. Briefly regarding technical advice, I was actually surprised on the upside and very impressed by the forensic level of detail that went into my initial full report containing the advice.

Have you seen the outcome you were hoping for?

I have received the outcome I was hoping for, and continue to receive advice and service that I am very happy with. This was the first time I have ever elected to pay fees for financial advice, but I think the fees have been - and continue to be - good value for money based on the quakity of advice and service that I receive.

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

Wanted to save into a pension

How has James Ford helped you?

Helped me to understand the myriad options and select the best product for my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A