James Todd

What were the circumstances that caused you to initially look for an adviser?

In order to manage our pensions.

How has James Todd helped you?

He has offered sound and clear advice, making us aware of our options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has James Todd helped you since your last review?

James continues to provide to us with excellent advice which allows us to make informed decisions about our investments within the framework of our risk profiles. He has been proactive in reviewing our investments suggesting changes to enable us to maximize our assets.

What were the circumstances that caused you to initially look for an adviser?

I was looking for the best ways to invest money I have inherited following the death of my husband

How has James Todd helped you?

James took time to fully understand my personal financial situation and made recommendations without pressurising. He has been available at the end of the phone to answer any further queries I may have had.

Have you seen the outcome you were hoping for?

James provided a detailed report with the recommendations for investment. The process is still inderway so can’t say at this time

What could they have done better?

Nothing that I can think of

What were the circumstances that caused you to initially look for an adviser?

The requirement to invest

How has James Todd helped you?

James has setup all of investments and activities with Quilter

Have you seen the outcome you were hoping for?

Yes, even better than expected.

What could they have done better?

Nothing

Please provide a brief comment about your experience with James

I have met with James on a couple of occasions now plus a 45 mi phone call. I am happy with the advice that he has given me and also with the in depth work that he invested in preparing a personalised pension/retirement report.