James's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 76 )
Retirement income (annuities, drawdown) ( 45 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 33 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 49 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 19 )
£100k - £200k ( 18 )
( 1 )
Up to £50k ( 8 )
£50k - 100k ( 8 )
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To find someone with the skill sets to improve my financial planning
How has James Etheridge helped you?
In all aspects I needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. James is straightforward and I'm never left in doubt
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?
Impending Retirement
How has James Etheridge helped you?
My wife and I first contacted Focused Financial in 2021, a couple of years before we finally retired. We were impressed with their set-up, their reviews from other clients, and the quality of the report they produced for us. Since retirement in 2023 we have had a significant portion of our pension and ISA assets under management with them.
Have you seen the outcome you were hoping for?
Outcomes are always subject to the vagaries of the markets, and we live in particularly turbulent economic times, but we're confident that Focused Financial will continue to help us to navigate these with professionalism and sound advice, based upon our circumstances and appetite for risk. James and the team are also nice people!
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
How and where to invest an inheritance.
How has James Etheridge helped you?
James gave me the confidence and advice to enable me to retire.
Have you seen the outcome you were hoping for?
Definitely…
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retired
How has James Etheridge helped you?
yes
Have you seen the outcome you were hoping for?
yes
What could they have done better?
hard to say
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of pension arrangements that I wishes to consolidate and formulate a longer term plan. There were also investment decisions that needed to be made.
How has James Etheridge helped you?
James has taken time to understand my background and future financial requirements. This entailed understanding my risk parameters and tailoring a plan to address my particular circumstances. James has shown a high level of knowledge and professionalism. Regular contact has been maintained together with a high level of diligence. The quality of service has been excellent.
Have you seen the outcome you were hoping for?
James has put together a plan which exactly fits the investment risk profile that I want. James has explained the available profiles in details and has assisted in selecting the desired outcome. The aim of long term growth is one which I have every confidence in attaining thanks to the service and received from James.
What could they have done better?
I cannot fault the service that I have received.