Reviewed for
Insurance and Protection ( 1 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in Staffordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement age, had recently re-married and my employer was in financial difficulty, so I needed some professional advice.
How has James Wallis helped you?
he has explained clearly all of the options open to me, and has helped greatly in steering me down the correct path.
Have you seen the outcome you were hoping for?
yes - i no longer worry about my SIPP and have great confidence that my investments are in a safe pair of hands
What could they have done better?
Nothing - I've been very happy with every contact I've had with James
James:
Thank you so much for your kind words, they are much appreciated. It has been a pleasure working with you so far and I look forward to continue working with you moving forwards.Review
by a verified client in Derbyshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a substantial pension.and will be retiring soon. I wanted to make sure I had sufficient funds to support my requirements before retiring and that my investments were performing well.
How has James Wallis helped you?
Full financisl review and plan leading to consolidation of pension funds with review of fees to select best provider and identification of appropriate funds to match risk appetite. This was delivered in a very open, clear and straightforward manner with no hard sell and great explanation of terminology, options and risks.
Have you seen the outcome you were hoping for?
So far investment returns are better than expected - but only 1 year in.
What could they have done better?
Nothing
James:
Thank you for your kind words, it is much appreciated. I have enjoyed working with you so far and look forward to continuing to do so.Review
by a verified client in Derbyshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are handling our Dads financial affairs and needed advice on how to make the best use of his assets to help with his care home fees.
How has James Wallis helped you?
James filled us with confidence from our initial phone call. He understood exactly what we were looking to achieve. We then had a face to face visit with him. James is excellent at the art of simple explanations. He made clear sense to us and advised us which path would be the best one for our circumstances. We would definitely recommend him and will be visiting him again in the future. Thanks James.
Have you seen the outcome you were hoping for?
Yes. We now know how to get the outcome we want to achieve whilst protecting dads assets.
What could they have done better?
Nothing.
James:
Thank you so much for your positive feedback, it is much appreciated! Glad that you were happy and helped to simplify things for you!First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with James
Cannot thank James enough for his guidance expertise and kindness.
James:
Thank you very much for your kind words, appreciated.Review
by a verified client in Staffordshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement plan and advice
How has James Wallis helped you?
James helped me understand the different ways we could benefit from my pension
Have you seen the outcome you were hoping for?
Yes and Iam very satisfied knowing my money is still working for me
What could they have done better?
Very satisfied