James's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 12 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Very knowledgeable very friendly this man knows his business
How has James Riley helped you?
Sorting out my personal pension and retirement plans also helps with other aspects in life
Have you seen the outcome you were hoping for?
Yes very much
What could they have done better?
Nothing
James:
Thank you for your kind words and for taking the time to leave this review. I’m really pleased to hear that you’ve been happy with the support provided around your pension and retirement plans. It’s great to know that you’ve found the advice helpful not just in financial matters, but in other aspects of life too. Building that level of trust and understanding is something I value deeply in the relationships I have with clients. Your confidence in the advice, and your generous comments about my knowledge and approach, truly mean a lot. Thank you also for being such a strong advocate—I look forward to continuing to support you in the years ahead.Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had some savings and unsure how best to invest them
How has James Riley helped you?
James provides clear advice and answers any questions we have promptly
Have you seen the outcome you were hoping for?
Yes , good return on our investments
James:
Thank you for your kind review. I’m really pleased to hear that you’ve had a good return on your investments and that the advice provided has met your expectations. Helping you feel confident about how best to invest your savings is always a key aim, and I’m glad you’ve found the guidance clear and responsive. Whether it’s through regular conversations or answering questions as they arise, I always want clients to feel fully supported and informed. Thank you again for your feedback. It’s a pleasure to support you with your financial planning, and I look forward to continuing our work together.Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Obviously for my retirement options and the best way to achieve my goals
How has James Riley helped you?
With my retirement goals
Have you seen the outcome you were hoping for?
Yes
James:
Thank you for your feedback. I’m really pleased to hear that the advice has helped you work towards your retirement goals and that you’ve seen the outcomes you were hoping for. Planning for retirement is a significant step, and I always aim to provide clear, practical guidance tailored to your individual circumstances. It’s great to know that the support has given you the clarity and direction you needed. I appreciate your willingness to recommend my services and look forward to continuing to support you as your plans evolve.Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needing to sort out my pension
How has James Riley helped you?
James was able to talk me through all the options for my future pension gave pros and con for each type of pension . Set up the pension i decided on and has been available for ongoing advice
Have you seen the outcome you were hoping for?
yes very happy with the pension James set up for myself
What could they have done better?
cannot think of any way of improving service i received
James:
Thank you for your kind feedback. I’m really pleased to hear that you’re happy with the pension we set up and that the advice provided gave you the clarity and confidence you needed to make the right decision for your future. Pensions can be complex, so I always aim to explain the options clearly, including the pros and cons of each, so you can make well-informed choices. I’m glad that approach worked well for you and that you’ve found the ongoing support helpful too. It’s a pleasure to work with clients like yourself, and I truly appreciate your willingness to recommend my services to others. I look forward to continuing to support you in the years ahead.Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing to invest for my Wife's future due to my own ill health
How has James Riley helped you?
James has always been very clear with his advice as well as reassuring
Have you seen the outcome you were hoping for?
I hope so
James:
Thank you for taking the time to leave this review. I’m especially grateful for your kind words, and I’m glad that you’ve found the advice clear and reassuring during what I know has been a difficult and important time. Helping you plan for your wife’s future is a responsibility I take very seriously, and it means a great deal that you’ve trusted me to guide you through this. Financial planning isn’t just about numbers—it’s about peace of mind, and I hope the steps we’ve taken together continue to give you confidence in the path ahead. Please don’t hesitate to get in touch whenever you have questions. I’m always here to support you and your family.