James's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 45 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 9 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 21 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 15 )
£100k - £200k ( 8 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Lincolnshire
5 days ago
Overall
Advice
Service
Value
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?
I have decided to invest further following retirement and James has outlined various options open to me.
Repeat review
by a verified client in South Yorkshire
11 days ago
Overall
Advice
Service
Value
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?
First class Guy, and service ?
Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
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
Repeat review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
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.
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
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