Nick's reviews
Reviewed for
Insurance and Protection ( 12 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 10 )
Auto Enrolment ( 2 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 31 )
Financial Mentoring ( 4 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 9 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Up to £50k ( 6 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cardiff
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I recently changed jobs and had a higher salary but poorer pension options and I wanted to ensure I was having the best for my pension
How has Nick James helped you?
He advised on the options available, spent time talking me through all the financial impacts and was very clear in discussion
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - Nick has been fantatstic
Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nick was recommended to me by a friend. I was looking for advice to manage our savings and pensions as well as guidance on equity from my employer.
How has Nick James helped you?
Combined pensions for my wife and me as well as ISAs ang GIAs for us and our three boys.
Have you seen the outcome you were hoping for?
Yes, almost 2 years in, very happy with the outcomes of all investments, despite significant market complexity.
What could they have done better?
Honestly, very happy with everything.
Review
by a verified client in West Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to take more control of my pension investments and to make sure that I have a clear plan that will lead me to a, hopefully, early retirement
How has Nick James helped you?
Nick has helped me to consolidate and transfer existing pensions and has advised me on savings. Regular checkins help insure that plans are on track and if not we can course correct. I was recently made redundant and Nick has helped me to understand potential impact of this on my retirement plans and helped me to take an objective and calm approach to the situation.
Have you seen the outcome you were hoping for?
Yes, my pension investments and savings are all moving in the right direction
What could they have done better?
Nothing I can think of.
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed som3e guidance on pension aggregation
How has Nick James helped you?
Nick has quickly got to know my wife and I and our circumstances and has helped us both with pension arrangements, tax opinion and later life financial planning.
Have you seen the outcome you were hoping for?
Yes, my pension portfolio has seen an increase based on Nick’s allocation advice.
What could they have done better?
Very happy, keep doing what you’re doing.
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nick came recommended by a former colleague
How has Nick James helped you?
Nick has been very helpful in advising on pensions, savings and investments over the past few years, and is adept at adapting to specific circumstances and goals
Have you seen the outcome you were hoping for?
Yes