James Wade

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

I’m freelance and needed help establishing a pension plan.

How has James Wade helped you?

Initially Jamie set up ISA’s and a pension plan for me. Over the years he has helped them grow, kept me informed and held annual reviews to see they were meeting my needs.

Have you seen the outcome you were hoping for?

Thanks to Jamie I would have had the outcome I was hoping for but Trump’s imposition of tariffs has set me back.

What could they have done better?

Jamie couldn’t have done anything better.

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

I wanted some advice on pension/retirement planning.

How has James Wade helped you?

He has help me understand my attitude to risk and how to plan for my retirement.

Have you seen the outcome you were hoping for?

I am on track for the outcome I am hooing for.

What could they have done better?

Nothing!! The service has been great

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

I inherited a large amount of money

How has James Wade helped you?

He helped me invest in high performing investments and informed me of the different tax wrapper options that were available to me. He helped me set up life cover and kept me from making emotion driven financial decisions.

Have you seen the outcome you were hoping for?

Yes

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

We need to plan for our future, collaborate and sort out various pensions, and invest money.

How has James Wade helped you?

He has been very clear and patient and is kind enough to go through the complicated process several times with us. What I like most is his transparency on all aspects including fees and recommendations. Wade and partners have an excellent follow up system so we regularly get updates on how things are doing and meetings which are very reassuring when strangers are dealing with your money! I would not hesitate to recommend this company.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Pretty much nailed it all.

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

We needed some sound advice on savings & investments and move some underperforming stocks and shares ISAS’ and small underperforming private pension funds

How has James Wade helped you?

James has organised and coordinated my & my wife's finances. In particular he has consolidate a number of stocks and shares ISAS’s and significantly improved yields year on year.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing