James's reviews
Reviewed for
Insurance and Protection ( 110 )
Mortgages ( 213 )
Equity Release ( 10 )
Retirement income (annuities, drawdown) ( 1 )
Long Term Care ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 8 )
£100k - £200k ( 10 )
£50k - 100k ( 18 )
Up to £50k ( 85 )
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 Somerset
14 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re-mortgage
How has James Coghlan helped you?
Finding best deal in the market and exploring and advising on all options for the remortgage type.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Excellent all around. Thoroughly professional friendly proactive and responsive.
James:
Glad to have been able to help on this one, a great outcome. I appreciate your review and look forward to helping again in future. All the best. JamesReview
by a verified client in Cardiff
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to move house
How has James Coghlan helped you?
Clearly explaining the process at all stages making s potentially stressful situation far more straightforward
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
James:
Thanks so much Mark, glad it all worked out so well and all the best. JamesReview
by a verified client in Bristol
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a house
How has James Coghlan helped you?
James was extremely helpful and guided me tghrough all process from the start to finish with extreme professionalism and efficiency.
Have you seen the outcome you were hoping for?
Yes Absolutely.
What could they have done better?
Nothing I'm very Happy with the result.
James:
I am so grateful for your review, thank you. I hope you are settling into you new home and wish you every happiness there.Review
by a verified client in Wiltshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying home for our family
How has James Coghlan helped you?
Arranged a mortgage and later arranged Insurance policies for us.
Have you seen the outcome you were hoping for?
Yes pls
What could they have done better?
Nothing, he was just great
James:
Great to have been able to support you on your home-buying journey, I am grateful you chose me and we had an excellent outcome. Wishing you and your family all the best, JamesReview
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My friend recommended James as I wanted to buy a property and I couldn't be happier choosing him.
How has James Coghlan helped you?
He helped me in all the ways whenever I needed help with queries that weren't even his field. He also offered his help while on holiday abroad!
Have you seen the outcome you were hoping for?
Yes, and he also arranged my mortgage to be cheaper making sure everything was in place. Thanks James!
What could they have done better?
I am very satisfied with the service provided by James so I don't think there is anything else to add.
James:
It was a pleasure to help you I am grateful for your feedback- so glad we could get you in your new home. I wish you every happiness there.