Nick James

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

I have been approached by many FAs before, but Nick was the only one who had a good understanding of my financial goals. He took time to understand my priorities and provided a lot of useful advice even before we signed the client agreement.

How has Nick James helped you?

Nick helped me understand the financial impact of my life decision and provided extra assurance to support it. It was beneficial when making a shift in my professional life.

Have you seen the outcome you were hoping for?

So far, yes.

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

I had several Pension schemes from previous employers and I wanted to consolidate all of them. Nick went above and beyond to help me understand all my options and possible solutions. We had numerous zoom calls to discuss all the options, he then proceeded to arrange the consolidation which was a very smooth process.

How has Nick James helped you?

Nick has helped me understand my options when consolidating pensions and he has also helped me with a Financial Planning by where I can retire earlier than expected. All thanks to his knowledge and understanding of the Financial Markets/Pension schemes. Additionally, Nick is very warm and approachable, you feel like you are speaking to a friend rather than a Financial Advisor.

Have you seen the outcome you were hoping for?

Yes, I have now a one stop place where I check my pension, it will be easier to manage once I am retired.

What could they have done better?

Absolutely nothing, smart, efficient and great service.

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

We needed some financial advice re pension pots, savings and inheritance tax planning having little experience and knowledge of the best course of action to take to maximise returns, minimise tax payable and potential inheritance taxes due. Nick provided excellent advice and guidance.

How has Nick James helped you?

Nick provided a logical and efficient financial plan for the future years which was clearly explained in terms that we could both understand. Nick was very thorough and provided back up documentation for all our discussions.

Have you seen the outcome you were hoping for?

Early days but it’s looking to be on track!

What could they have done better?

Nothing! Nick is very personable, knowledgeable and efficient.

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

Taking out a lump sum from my pension fund.

How has Nick James helped you?

He advised me on the transfer of my pension, and kept me informed through the entire process.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, his service was faultless.

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

Selling shares within my business.

How has Nick James helped you?

Understand where to put the funds and the tax implications

Have you seen the outcome you were hoping for?

Early days, but the signs are positive

What could they have done better?

Nothing negative to report