James's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 43 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 87 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 45 )
Long Term Care ( 11 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 10 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 33 )
£200k - £500k ( 8 )
£50k - 100k ( 1 )
( 4 )
Review
by a verified client in Bristol
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change in my personal circumstances
How has James Shattock helped you?
Advised on pension and provision for semi retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Bristol
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I NEEDED PROFESSIONAL HELP IN MANAGING MY WEALTH
How has James Shattock helped you?
HE HAS ENABLED ME TO UNDERSTAND THE OVERALL PICTURE AND THE ALTERNATIVE STRATEGIES AVAILABLE
Have you seen the outcome you were hoping for?
YES , I NOW FEEL IN CONTROL OF MY WEALTH AND I AM HAPPY WITH THE STRUCTURE AND PLANS JAMES HAS PROPOSED
What could they have done better?
TO DATE I CAN HONESTLY SAY "NOTHING"
James:
Thank you Ian. That's very kind of you.Review
by a verified client in Somerset
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser was amalgamated with St James' Place. I didn't appreciate the restrictions of the new arrangement, the performance of SJP and the cost of the poor performance!
How has James Shattock helped you?
He has clarified some difficult pension fund issues surrounding fund caps and taxation and guided me through income planning and spending for the future.
Have you seen the outcome you were hoping for?
Difficult to tell in these difficult economic times but I can see more clearly how to get where I want to go.
What could they have done better?
Nothing at this stage.
James:
Thank you Peter.Review
by a verified client in Sussex
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance, Investment and overall Financial Planning.
How has James Shattock helped you?
James is providing a fantastic professional friendly service. He takes the time to really understand your situation and will provide many options/solutions in a clear concise manner. Highly recommended.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
James:
I appreciate your feedback Richard.First impression
by a VouchedFor user
3 years ago
Overall
Please provide a brief comment about your experience with James
James was our financial adviser with a previous provider from 2009 to 2018. We have sought him out to resume as our adviser with our new provider. Could there be a better recommendation than that?