James Etheridge

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

To receive advice from a professional adviser whom I can trust.

How has James Etheridge helped you?

To invest wisely given that we did not want to expose our investments to too much risk

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Am very happy with the insights and advice given

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

I had savings and a couple of pensions and wanted advice about where to invest to maximise return. I was also looking for retirement planning advice.

How has James Etheridge helped you?

James has helped me enormously by getting to know and understanding my circumstances and goals, explaining the options open to me in easy to understand terms, agreeing a plan and ensuring that this remains on course to meet my goals. I have gained peace of mind knowing that I have a plan tailored to my needs.

Have you seen the outcome you were hoping for?

My recent meeting with James shows that I am on course to be able to have the retirement lifestyle I want.

What could they have done better?

James has done exactly what I wanted in a friendly, professional and approachable manner. I cannot think of anything that James could do better.

Please provide a brief comment about your experience with James

James quickly clarified an issue of possible tax liablility, concisely and clearly.

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

I looked for advice when I retired.

How has James Etheridge helped you?

James has explained my finances to me very clearly and helped me understand the options I have for investing and saving. I have taken what seems to me his very sensible advice. He has given me confidence in this important area of life and relieved a lot of anxiety. He has taken trouble to ensure that my investments are ethical and green. James has encouraged me to ensure that my will and powers of attorney are up to date.

Have you seen the outcome you were hoping for?

The financial markets have been unstable and so I have not made a fortune, but i feel confident that my investments are sensible and safe.

What could they have done better?

I feel reassured by james and Chris and lucy who all know who I am and are always ready to help.

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

Retirement planning.

How has James Etheridge helped you?

We have worked with James for many years and he has listened to our requirements and he has carefully matched them to suit our wishes. He has also given us updates on changes that may affect our investments. James seems to have a more personal approach to dealing with our business compared to our experience with other advisors.

Have you seen the outcome you were hoping for?

Yes we are comfortable with the advice given and we see it as an ongoing relationship.

What could they have done better?

Nothing.