James Coghlan

James Coghlan

Ellis James Financial

James's reviews

Reviewed for

Insurance and Protection ( 96 )

Mortgages ( 187 )

Equity Release ( 7 )

Retirement income (annuities, drawdown) ( 1 )

Long Term Care ( 2 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 8 )

£100k - £200k ( 8 )

£50k - 100k ( 18 )

Up to £50k ( 70 )

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 Gloucestershire

5 days ago

Overall

Advice

Service

Value

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

As a first time buyer I search around for a mortgage advisor and James coghlan rang me ASAP after my search

How has James Coghlan helped you?

James Coghlan answered me all the questions I had and volunteer further more with any service needed for the purchase of my house

Have you seen the outcome you were hoping for?

Yes I did and further more when solicitors were taking extra time regarding searches or questions James was there for an helping hand

What could they have done better?

Everyone on my team were just fantastic. Thank you

Review

by a verified client in Manchester

24 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

a month 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

a month 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

a month 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.