James's reviews
Reviewed for
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
£50k - 100k ( 4 )
Up to £50k ( 1 )
Review
by a verified client in Hampshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I retired 24 years ago and was looking for an income from my savings.
How has James Murphy helped you?
James is new to me as my last financial adviser has just retired. At my meeting with James he impressed me with his advice and will be I'm sure as competent as my last one.
Have you seen the outcome you were hoping for?
I have always been impressed with my portfolio returns more so in the present climate.
What could they have done better?
Hind sight is a wonderful thing but taken overall I'm more than happy.
James:
Thank you for taking the time to leave a review. I understand how important it is to feel confident when moving from one adviser to another, so I’m glad our first meeting left a positive impression. I’ll do my utmost to provide the same level of care and advice you’ve come to expect, and I look forward to supporting you in the years ahead. I also really appreciate your kind words about the performance of your portfolio, especially given the current climate. Ensuring your finances continue to support your lifestyle in retirement is always my focus. Thanks again for your trust and for sharing your thoughts.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Retirement investment planning
How has James Murphy helped you?
Achieved the goals we set out to achieve.
Have you seen the outcome you were hoping for?
Outcome achieved the goals hoping to obtain.
What could they have done better?
Awaiting for the outcome of problems with Legal & General pensions queried at last meeting.
James:
Thank you for taking the time to leave a review. I'm pleased to hear that we’ve been able to achieve the goals we set out together for your retirement investment planning. Ensuring that your financial future is well-structured and aligned with your objectives is always our priority. I understand that you’re awaiting an update regarding your Legal & General pension query. Please rest assured that I am continuing to follow this up and will keep you informed of any progress. If you have any further questions or concerns in the meantime, don’t hesitate to get in touch. It’s been a pleasure working with you, and I look forward to continuing to support you with your financial planning needs.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage my savings whilst ensuring I had the best investments to avoid death duties
How has James Murphy helped you?
Gave good advice about the merits and pitfalls for AIMs and a plankton address
Have you seen the outcome you were hoping for?
Not yet will need to wait abyear or so
What could they have done better?
Not sure probably was the best advice for the political environment
James:
Thank you for taking the time to share your feedback. It’s great to hear that you found my advice useful and that we were able to explore the best options for managing your savings with estate planning in mind. If you ever have any questions or wish to review your strategy, please don’t hesitate to get in touch.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advise
How has James Murphy helped you?
Understanding amalgamating pensions in to one pot.and planning for retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy with advise given
James:
Thank you for your review. I’m really pleased that you were happy with the advice I provided and that I could help you bring your pensions together while planning for retirement. My goal is always to give clarity and confidence in your financial future, so it’s great to hear that you’ve seen the outcome you were hoping for. If you ever have any further questions or need ongoing support, please don’t hesitate to get in touch. I wish you all the best with your retirement planning.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Did not know where or how to invest.
How has James Murphy helped you?
Sorted out new money for us. Should all go to plan depending what the Chancellor does next!
Have you seen the outcome you were hoping for?
Early days but yes.
What could they have done better?
Obtained a reply from L&G ŕe widows pension.
James:
Thank you for taking the time to share your feedback. I'm pleased to hear that you feel supported in navigating your investments and that things are progressing as expected. Financial planning can be complex, especially in times of economic uncertainty, and it’s great to know that you are feeling confident about the steps we’ve taken so far. I appreciate your comment regarding the widow’s pension, and I understand how important this is. If you ever have any further questions or need additional support, please don’t hesitate to reach out. I look forward to continuing to work with you and ensuring your plans remain on track.