James's reviews
Reviewed for
Insurance and Protection ( 102 )
Mortgages ( 202 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 1 )
Long Term Care ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 8 )
£100k - £200k ( 9 )
£50k - 100k ( 18 )
Up to £50k ( 80 )
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 Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I were purchasing our first home so thought it would be best to find an adviser as we needed guidance for the financial side of our house purchase.
How has James Coghlan helped you?
Overall, James provided us with excellent advice and sorted out all the logistics for our mortgage and insurance efficiently. We had multiple video calls with James to discuss what we would like help with and he always gave us the best service possible.
Have you seen the outcome you were hoping for?
Certainly! James provided us with the best deals for our mortgage rate and life insurance policies. As first time buyers we were seeking someone to make all the arrangements for us to ensure it was all sorted correctly which James did perfectly.
What could they have done better?
James’ service was faultless, he was always keen and happy to help us with any aspect when sorting our mortgage and life insurance. Made this part of the house buying process completely stress free!
James:
I am so grateful for your review and pleased you were finally able to move into your wonderful new home, I wish you both every happiness there. Glad I could support you. JamesReview
by a verified client in Wiltshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying my first house
How has James Coghlan helped you?
Mortgage advice
Have you seen the outcome you were hoping for?
Yes. Amazing service
James:
Best wishes and every happiness in your new home. Thanks for allowing us to help you on your home-buying journey and thanks too for your kind review!Review
by a verified client in Cardiff
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get out of the rental market and into the property ladder.
How has James Coghlan helped you?
James was great from the outset, explained everything, had my best Interest in hand, and made sure I understood everything before going ahead with the mortgage application.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
James:
Very grateful for your feedback and the five star review. Glad we could assist you with your first home purchase and wishing you all the best for the future. Thanks again. JamesReview
by a verified client in Wiltshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Further advance
How has James Coghlan helped you?
First of all he always knows what can be done before any application goes ahead. James picked up the best deal and applied
Have you seen the outcome you were hoping for?
Yes that was an outstanding outcome
What could they have done better?
James Ellis financial has always delivered a decent piece of work since I know him and have done many remortgages and further advances etc, therefore there’s no need to improve anything, as in my opinion he’ll always try his best to look after his clients, a very decent knowledgeable and honest personality.
James:
I am grateful for the feedback and thanks for asking me to help with your buy to let plans. Thanks. JamesReview
by a verified client in Gloucestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying first home
How has James Coghlan helped you?
James has been a constant expert and helping hand through the whole process as a first time buyer making sure we know exactly what to do and what to expect next not just in the mortgage arrangement but the whole buying process
Have you seen the outcome you were hoping for?
James helped us to do exactly what we needed in the quickest amount of time possible
What could they have done better?
Nothing the whole process was seamless
James:
Thankyou for leaving us a review. I am glad you were pleased with the journey and it was a pleasure to help get you into your super new home. Best wishes, James