James's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 8 )
Pensions ( 71 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 30 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 23 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 11 )
Financial Mentoring ( 2 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 9 )
£100k - £200k ( 2 )
( 1 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Repeat review
by a verified client in Suffolk
2 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Hodges helped you since your last review?
James has continued to have my full confidence and his expert advice and help has been an essential part of my financial planning, which has given me the assurances I need in terms of long-term financial security. He is a wholly reliable source of professional insights and without fail, always responds to questions and queries with great thoroughness, and often infinite patience!
Repeat review
by a verified client in Essex
8 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Hodges helped you since your last review?
James continues to be our trusted adviser. He is so personable and takes a really interest in our goals which is a comfortable retirement. He uses cash flow modelling which we find really useful to see if we are on track. He keeps us informed when changes happen that affect us. James gives us peace of mind and we feel in safe hands. I would highly recommend and have recommended James to many of my friends!
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with James
James responded to our contact the next morning, we agreed a date for the initial meeting and throughout, James was professional and courteous. Looking forward to the meeting!
Repeat review
by a verified client in Essex
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Hodges helped you since your last review?
We have regular meetings to discuss my finances. Any issues or questions I have are resolved very quickly.
Repeat review
by a verified client in Essex
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Hodges helped you since your last review?
James has continually kept on top of all of our financial situation. He has reassured us when markets have been tough over the last few years and has been there for any questions that we have no matter how trivial. He provides with regular updates as to how we are progressing against our pension planning which is key for us in the run-up to retirement. I cannot recommend James enough and have actually recommended him to a number of my friends. He is a valued advisor to myself and my husband, he’s a really lovely person who I trust with my financial position and always turns up with the smile on his face. Discussing your financial position is really personal but James always makes it an enjoyable experience. I would highly recommend James if you were looking for that trusted advisor.