James's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 5 )
Pensions ( 74 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 62 )
Investments and Savings ( 104 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 33 )
Long Term Care ( 11 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 78 )
Financial Mentoring ( 16 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 31 )
£100k - £200k ( 19 )
Up to £50k ( 3 )
£50k - 100k ( 8 )
Review
by a verified client in Essex
4 months ago
Overall
Value
Advice
Service
What were the circumstances that caused you to initially look for an adviser?
Previous business taken over by Hitchell
How has James Hitchell helped you?
Always on hand to give advise and help
Have you seen the outcome you were hoping for?
Yes happy at present
What could they have done better?
Nothing
Review
by a verified client in Wiltshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for expert advice
How has James Hitchell helped you?
In every way possible - always there, always sure, always a great guide
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in East Sussex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To assist my wife and myself to understand financial matters to assist with financial planning including pension drawdown also to ensure our saving plans meet all current and future needs.
How has James Hitchell helped you?
To ensure we receive a reasonable return for all saving plans, and to understand the pension possibilities for the future with Metlife.
Have you seen the outcome you were hoping for?
To date all seems well particularly with the Prudential plan.
What could they have done better?
Happy with all advice received.
Review
by a verified client in Kent
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting up a personal pension.
How has James Hitchell helped you?
Has helped me plan for my retirement and invest funds
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in East Sussex
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a frozen pension that I needed advice on
How has James Hitchell helped you?
6 years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing