Christopher's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 5 )
Pensions ( 52 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 19 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 18 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
Up to £50k ( 6 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To maximise pension earnings.
How has Christopher James helped you?
Has given me sound, impartial financial advice which is clear and easy to understand.
Have you seen the outcome you were hoping for?
Yes, above and beyond expectations.
What could they have done better?
Nothing.
Review
by a verified client in Buckinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Savings in the bank, low interest, looked to invest & maximise returns
How has Christopher James helped you?
Yes. Clear & realistic targets. Always refers to my approach to risk. Explains VERY WELL the long term position regarding retirement and the financial position i am in
Have you seen the outcome you were hoping for?
In general, yes. Growth 'steady' over difficult period. Investment out performs high street banks. Has given me financial info that allows me to plan with a high degree of confidence.
What could they have done better?
No areas of concern.
Review
by a verified client in Buckinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advise
How has Christopher James helped you?
Saved in tax and maximised our savings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Zero
Review
by a verified client in Berkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferred from previous adviser
How has Christopher James helped you?
Professional ongoing advice
Have you seen the outcome you were hoping for?
Ongoing but yes to date
Review
by a verified client in Northumberland
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to make my money grow better
How has Christopher James helped you?
Moved my money into wraps
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
With out being greedy not alot