James Annely

James Annely

MLP Wealth Management Ltd

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.