James's reviews

Reviewed for

Insurance and Protection ( 99 )

Mortgages ( 195 )

Equity Release ( 7 )

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 ( 74 )

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 Bristol

13 days ago

Overall

Advice

Service

Value

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

Moving house

How has James Coghlan helped you?

Searched the marketplace for the best deal for our house move

Have you seen the outcome you were hoping for?

Yes, James found a good deal and the turn around on the application was very quick and efficient

James:

Congratulations on the successful move, I appreciate the kind review and wish you all the best! James
Review

by a verified client in Oxfordshire

17 days ago

Overall

Advice

Service

Value

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

Required a mortgage and insurance coverage

How has James Coghlan helped you?

He made the entire process effortless, especially as I was a first time home buyer.

Have you seen the outcome you were hoping for?

Yes

James:

Great feedback, thanks so much for providing a review, I wish you every happiness in your new home. All the best, James
Review

by a verified client in Torfaen

20 days ago

Overall

Advice

Service

Value

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

Moving house and required a mortgage.

How has James Coghlan helped you?

Massively helped from start to finish with advice. James was very friendly and generous with his time putting us at ease immediately.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Flawless service, would not hesitate to recommend to others.

James:

Thankyou so much for the feedback, it is very much appreciated. All the best. James
Review

by a verified client in Cardiff

20 days ago

Overall

Advice

Service

Value

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

We needed a relatively short term, small loan to the purchase of a property abroad.

How has James Coghlan helped you?

Excellent service, advice and patience from James, as we had a delay with our seller and so had to defer for months. James was understanding, helpful and there when we next needed him.

Have you seen the outcome you were hoping for?

Yes, in full, completely satisfied.

What could they have done better?

Keep doing the same.

Review

by a verified client in Wiltshire

20 days ago

Overall

Advice

Service

Value

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

Advice and guidance during the process of getting a Mortage

How has James Coghlan helped you?

James helped us with any questions we had along the way, getting us the best rates and the right life & illness insurance in please for our new home.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing, James was there any time we needed to speak

James:

A pleasure to have been able to advise you, glad we were able to come with you on your home-buying journey! Thanks so much. James