James Steer

This review is a follow-up review from a client who left a review previously.

How has James Steer helped you since your last review?

I had my annual review with James recently and he took me through my current financial position. He showed me graphs and illustrations that clearly displayed how my investments are performing and explained how they have reacted to world events. We also reviewed other areas of my finances and made advantageous adjustments where necessary. As always he answered all my questions without using complicated jargon so I am totally informed and understand my situation. James is extremely intelligent, has his finger on the button and goes the extra mile as well as being very personable. I totally trust him and would highly recommend him to anyone seeking any form of financial planning or advice.

This review is a follow-up review from a client who left a review previously.

How has James Steer helped you since your last review?

James has been our advisor for a long time now. We have total confidence in the advice James gives. Since the pandemic and subsequent political upheavals around the world the markets are challenging at times. James has helped us understand our options for investments and select the most appropriate course of action. Having James's expertise to hand is priceless. James is always able to explain our options in a plain understandable way. We would not hesitate to recommend James.

This review is a follow-up review from a client who left a review previously.

How has James Steer helped you since your last review?

General updates and guidance on tax efficient use of pension and savings funds

This review is a follow-up review from a client who left a review previously.

How has James Steer helped you since your last review?

Very good advice on inheritance planning and on risk levels with my savings. In short....he has made me more money from my savings!

This review is a follow-up review from a client who left a review previously.

How has James Steer helped you since your last review?

The annual review meeting showed a movement of investment was more than likely the best choice for up and coming year, so far this decision was correct.