James's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 7 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 19 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 30 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 18 )
£100k - £200k ( 11 )
Up to £50k ( 4 )
£50k - 100k ( 6 )
Review
by a verified client in Derbyshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on the management of / maximising the value of occupational pensions
How has James Annely helped you?
Built cash-flow projections which assisted developing a pension draw-down strategy, while maintaining overall pension value. Reviewed options and advised on mix of managed and tracker funds to provide optimal cost / benefit. Advises on mix of funds (risk / benefit) to maintain / grow pension value - reviewing options on a regualr basis.
Have you seen the outcome you were hoping for?
Yes - despite pension draw-downs the value has been maintained / grown.
What could they have done better?
In these uncertain times perhaps more active / pro-active communications on "Dos and Don'ts that need to be considered.
James:
Thank you, Michael, for taking the time to leave such a thoughtful review. I'm really pleased to hear that the cashflow projections and drawdown strategy we developed together have helped you to maintain and even grow the value of your pension—especially during such a turbulent period for many. Your comments about the mix of managed and tracker funds, and our regular reviews, reflect the importance of building a tailored, flexible plan that evolves with your needs. I appreciate your feedback on communication. It’s a valuable reminder of how helpful proactive guidance can be during uncertain times, and I’ll certainly look at how we can enhance this going forward with more timely updates and practical suggestions. Thanks again for your trust and for highlighting the value of ongoing financial advice. It’s a pleasure working with you.Review
by a verified client in Middlesex
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client for around Twenty years. I had various pensions,isa's and general savings.
How has James Annely helped you?
He provided valuable advice in consolidating my assets which has allowed me to maximise my financial position. There was no hard sell,just honest and sensible information.
Have you seen the outcome you were hoping for?
Yes most definitely.
What could they have done better?
For me their service was just about right. So nothing.
James:
Thank you, John, for taking the time to leave such a thoughtful review and for your continued trust over the past twenty years. It really means a great deal to know that the service has consistently felt right for you. I'm especially pleased to hear that the advice around consolidating your assets has helped you maximise your financial position. Our aim is always to provide straightforward, honest guidance without pressure, so it’s encouraging to know that this approach has supported your long-term goals. It’s a privilege to have worked with you through different stages of your financial journey, from managing pensions and ISAs to broader savings strategies. Seeing the positive outcomes you're experiencing now is exactly what we strive for with every client relationship. Thanks again for your kind words and ongoing confidence in the advice you’ve received.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?
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.
James:
Thank you, Malcolm, for your kind review and for placing your trust in us. It’s always a privilege to work with clients who are looking for a long-term, thoughtful approach to their financial planning. I’m really pleased to hear that you’ve found the process clear and efficient, and that everything has been carried out as explained. Helping you understand where you stand financially and ensuring you feel confident in the plan we’ve put in place is always a key objective. We’re committed to looking after our clients’ best interests, not just now but as their needs evolve over time. It’s reassuring to know that this has resonated with you, and we look forward to continuing to support you on your financial journey. Thanks again for your feedback, Malcolm — it’s very much appreciated.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?
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
James:
Thank you, Nelson, for taking the time to leave this review and for your positive feedback. It’s great to hear that you’ve found our conversations clear and easy to follow. Making financial decisions — especially around important areas like pensions and life insurance — can sometimes feel overwhelming, so I’m really pleased that the advice has felt straightforward and reassuring. I’m also glad to know that you’ve seen the outcomes you were hoping for. Helping clients feel confident in the decisions they’re making is central to the service we aim to provide. Thanks again, Nelson — your trust and kind words are very much appreciated, and I look forward to continuing to support you.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?
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
James:
Thank you, Colleen, for your lovely review and for choosing to work with us. It’s been a pleasure helping you get clarity around your pension and future planning. I’m so pleased to hear that you’ve found the service both efficient and friendly — that’s exactly the experience we aim to provide. It’s also great to know the advice was clear and easy to understand; empowering clients to make informed decisions is at the heart of what we do. Helping you consolidate your pensions, navigate your access options and look at tax planning opportunities has been a really valuable process, and I’m delighted to hear that the outcomes are already meeting your expectations. I’ll also pass your kind words on to Louise — she’ll be very pleased to be recognised for her support. Thanks again, Colleen. We’re looking forward to working with you over the years ahead.