James Coghlan

James Coghlan

Ellis James Financial

James's reviews

Reviewed for

Insurance and Protection ( 95 )

Mortgages ( 186 )

Equity Release ( 7 )

Retirement income (annuities, drawdown) ( 1 )

Long Term Care ( 2 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 8 )

£100k - £200k ( 8 )

Up to £50k ( 69 )

£50k - 100k ( 18 )

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 Manchester

14 days ago

Overall

Value

Service

Advice

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

Buying a house

How has James Coghlan helped you?

Advised on best value mortgage, different mortgage types, and life/health insurance

Have you seen the outcome you were hoping for?

Yes

James:

Thankyou so much for the review and feedback, much appreciated and I wish you all the best in the new home!
First impression

by a VouchedFor user

17 days ago

Overall

Please provide a brief comment about your experience with James

Very useful information, James was polite and informative. Willing to listen and give feedback that helped me understand my options.

James:

Thanks Lima, great to chat about your case and I am ready to help when you are want to go ahead, look forward to speaking to you in future- All the best. JC
Review

by a verified client in Devon

17 days ago

Overall

Advice

Service

Value

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

Needed mortgage

How has James Coghlan helped you?

Talked through options and was provided with the best deal for our circumstance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

James:

Thanks James, I appreciate your review and thanks for choosing us to advise again! Regards
Review

by a verified client in Gloucestershire

20 days ago

Overall

Advice

Service

Value

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

We were buying our forever home and wanted some guidance on the products available

How has James Coghlan helped you?

James was helpful from the start, he was friendly, approachable and professional. He explained the options clearly. We obtained a mortgage through James and the protection insurance to ensure we were protected once we had the property

Have you seen the outcome you were hoping for?

Yes, James helped us save money, save time and made the whole experience stress free

What could they have done better?

Nothing, genuinely James was brilliant every step of the way.

Review

by a verified client in Bristol

21 days ago

Overall

Advice

Service

Value

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

We had recently bought a house and reached out to James to help us find the best mortgage deal and help us through the process

How has James Coghlan helped you?

He found the best mortgage deals, we actually changed as they rates were updated so the deal was better - James did all this which was amazing. He talked us through every step of the way and sorted everything else

Have you seen the outcome you were hoping for?

Yes - great mortgage with fab rates. He saved us a lot of money

What could they have done better?

N/A - he was amazing through out

James:

I really appreciate your kind review and an so grateful we could help you on your home-buying journey. Thanks James