James Riley

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

I was looking at moving my DB pension out of the company scheme that had now closed

How has James Riley helped you?

Explained the whole process, both the pros and cons of moving a DB pension

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Unaware of anything, I am completely happy with how the whole process went.

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

Move of house. Needed a more proactive advisor.

How has James Riley helped you?

Help with financial planning in to retirement and inheritance tax.

Have you seen the outcome you were hoping for?

Yes

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

Previous adviser retired

How has James Riley helped you?

Given good financial advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I was taking early retirement

How has James Riley helped you?

He sorted out my pension very professionally

Have you seen the outcome you were hoping for?

Very much , he took me through all the steps

What could they have done better?

Nothing i was pleased with everything.

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

I had a number of different types of pension accounts due to career changes over time. I wanted to ensure that I had the best arrangements in place ahead of retirement to ensure that my funds would cover my needs and aspirations and be readily accessible.

How has James Riley helped you?

James has helped me towards achieving that and provided peace of mind as an added benefit.

Have you seen the outcome you were hoping for?

Yes, so far.

What could they have done better?

Nothing. James is very responsive, pragmatic and thorough. He is approachable and extremely knowledgeable about all the technical details of the options and processes to realise them.

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

We were aware that our estate would be liable for inheritance tax & were determined that as much as possible of our hard earned cash should go to our children on our deaths & not to the government.

How has James Riley helped you?

James reviewed our finances & suggested various methods by which we could minimise our inheritance tax liability.

Have you seen the outcome you were hoping for?

Yes

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

Investment to allow early retirement.

How has James Riley helped you?

Honest and easy to understand advice to allow decision making.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think believe anything could be done better.

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

Many years ago looking for pension and mortgage advice

How has James Riley helped you?

James keeps constantly in touch and listens to our concerns and always seems to give us the correct advice!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything