James Etheridge

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

We wanted specialist professional advice to plan for our financial future into and beyond retirement

How has James Etheridge helped you?

Over the past five years James has helped us plan our financial future, recommending a range of investment and saving products to help us meet our goals

Have you seen the outcome you were hoping for?

We started working with James over five years ago and are very happy that the advice he has provided,

What could they have done better?

Nothing. We are completely satisfied with every aspect of the advice and service that James has provided.

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

I was looking for a pension advisor due to my existing pension not progressing well.

How has James Etheridge helped you?

James has greatly helped with my pension, which has grown at a much better rate then I expected, since we first met over 10 years ago. He also helped me purchase offices for my company, through my pension.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the projected values of my pension.

What could they have done better?

Very happy with all the services he has provided.

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.