James's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 7 )
Pensions ( 55 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 18 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 28 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 18 )
£100k - £200k ( 10 )
Up to £50k ( 4 )
£50k - 100k ( 6 )
Review
by a verified client in Surrey
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted someone that was prepared look after my interests
How has James Annely helped you?
Understanding where I am at in my lives financial planning
Have you seen the outcome you were hoping for?
Everything is as explained, and carried out efficiently.
Review
by a verified client in Surrey
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and life insurance advice
How has James Annely helped you?
He explains everything clearly so I have been happy to take his advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Surrey
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pension
How has James Annely helped you?
Efficient and friendly service - ensured all advice given was understood the same applies to Louise Brown his Adviser Support
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed pension advisor
How has James Annely helped you?
Has explained things and kept portfolios up to date
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Would not know as has met expectations
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A small company which we had been with closed and passed their business on to a national company which did not meet our needs. MLP Wealth is a small family firm, local to us and therefore easily accesible. From our first enquiry they were extremely helpful and quickly understood our personal requirements.
How has James Annely helped you?
James provided clear, straightforward, common sense advice which, so far, has seen our investments increase. He pointed us in some directions which we hadn't thought about and was very careful to meet our specific needs.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing that we are aware of.