James's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 10 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 3 )
Reviewers' assets
£200k - £500k ( 3 )
£100k - £200k ( 4 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My parents have a substantial investment portfolio which needed managing
How has James Drake helped you?
James provided candid, objective and balanced insight into each investment and how we might consider options for future investment
Have you seen the outcome you were hoping for?
Yes it has been as James predicted
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with James
Fantastic first meeting with James, friendly, very helpful and really helped us focus in on the key issues. Looking forward to working with him again.
Review
by a verified client in Norfolk
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife & I needed some clarity around our pensions
How has James Drake helped you?
James spent time explaining what we have & what we could do in laymans terms
Have you seen the outcome you were hoping for?
Yes we have a much better understanding now & a plan of action
What could they have done better?
nothing
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with James
Highly efficient and very helpful
Review
by a verified client in Norfolk
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to speak to someone regarding consolidating various small pension pots gathered over the years into an investment fund with the opportunity for higher growth.
How has James Drake helped you?
James is very easy to talk to. He is approachable, professional, very responsive and knowledgeable.
Have you seen the outcome you were hoping for?
Yes, James has consolidated my pensions into a fund suitable for my needs and at a risk level that I am comfortable with.
What could they have done better?
Nothing, I would highly recommend James.