James Wadsworth

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

To merge my pensions & get some financial advice

How has James Wadsworth helped you?

Very much. The merger of pensions was seemless and James was professional, clear and helpful

Have you seen the outcome you were hoping for?

Yes. All sorted

What could they have done better?

Nothing

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

I wanted to make the most out of my company pension.

How has James Wadsworth helped you?

His advice helped me choose the best options for my retirement.

Have you seen the outcome you were hoping for?

Yes, I have retired early.

What could they have done better?

Nothing that I can think of.

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

Maturing life insurance, no mortgage and a reasonable retirement pension resulted in sufficient funds being available to me in later life to cause me to seek advice on its management.

How has James Wadsworth helped you?

by putting together a portfolio that is constantly monitored and upgraded as and when necessary to advance financial growth across the sometimes turbulent fiscal market place.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I'm not aware of a better way forward.

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

I sought financial advice primarily to get a clear plan for my retirement and pension.

How has James Wadsworth helped you?

James Wadsworth has been incredibly helpful in guiding me through my retirement planning. He took the time to understand my goals and tailored advice to suit my specific needs. He helped me make informed decisions about my pension, ensuring I’m on track to achieve a secure retirement.

Have you seen the outcome you were hoping for?

I feel much more confident about my retirement plan and the steps I’m taking to secure my future.

What could they have done better?

Honestly, I have no complaints about James. He has been thorough, knowledgeable, and proactive in managing my financial needs.

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

Review of existing investments

How has James Wadsworth helped you?

By reviewing my existing investments & ensuring they align with my future goals & needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. The service James has provided has been faultless & I am looking forward to continuing to work with him as my adviser moving forwards!