James Drake

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

Please provide a brief comment about your experience with James

Highly efficient and very helpful

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.

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

Advice required: Power of Attorney and Junior ISA

How has James Drake helped you?

Setting up the above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

Needed to get my pensions all together.

How has James Drake helped you?

Did what I asked of him and he advised me what to do.

Have you seen the outcome you were hoping for?

Yes ,all sorted within weeks.

What could they have done better?

Nothing. Did what was asked.

Please provide a brief comment about your experience with James

James was very welcoming when I had my meeting with him and glad very good at explaining to me about pensions

Please provide a brief comment about your experience with James

Our meetings with James were a real pleasure. James explained our options in great detail and made us feel very comfortable with our decisions. I would highly recommend.

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

We were looking for someone to help make our wills.

How has James Drake helped you?

James was honest and really helpful. He advised on the will and other issues. We felt he gave honest advice and helped us to save money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with James

James has been friendly, professional, flexible and made a boring but essential conversation easy to do. He had valid and useful suggestions of things we wouldn’t have thought of, which were much appreciated.

Please provide a brief comment about your experience with James

Helpful and understanding, courteous and polite.

Please provide a brief comment about your experience with James

I spoke to James about my pension options today and he was very knowledgeable. I found the call useful and appreciated that James had a nice balance of professionalism and friendliness. As someone who is not confident with figures and finances, I felt comfortable and in good hands. There was no pressure to go ahead and commit to paid services. I would recommend speaking to James if you are looking for guidance or support in this area.

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

My wife and I are expecting a 2nd child in June and we’re trying to plan for the future as effectively as possibly.

How has James Drake helped you?

James has produced a Will for my wife and I. The process has been seamless from start to finish, he’s a real professional and expert in his field, I wouldn’t use anyone else and I’ll be recommending him to friends, family and staff. Thanks James.

Have you seen the outcome you were hoping for?

Yes, for sure. James has gone above and beyond. Not only did he ensure we had everything covered that we needed, he also gave great advice and confidence around our decision making. James is incredibly knowledgable & I valued his advice.

What could they have done better?

Nothing, a pleasure to deal with James.

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

I was looking for someone to manage a Grant of Probate and the inheritance after the death of my mother. Then write my will.

How has James Drake helped you?

James has been absolutely fantastic throughout the process. He managed the whole administration side, leaving me stress free. He sorted a lengthy Grant of Probate and was sensitive and understanding during the Will writing.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, James has been great.

Please provide a brief comment about your experience with James

I was very confused with the overload information regarding my pension. James was extremely helpful in explaining my options and for making sense of it all. I would definitely recommend James for his help on pensions.

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Provided solid, honest advice and clearly had the technical expertise to back it up.

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Absolutely excellent advice and help , friendly and professional services.

Please provide a brief comment about your experience with James

Enlightening

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Found James through VouchedFor having spent endless hours searching for the right adviser. I finally found one in James! Parient, knowledgeable and explained everything to me with great clarity James assisted me with my old workplace pension

Please provide a brief comment about your experience with James

Very good jobs

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

My brother and I were named executors of our late father’s estate and were anxious about carrying out this role at a difficult time. We were looking for professional help to get everything sorted properly.

How has James Drake helped you?

James kindly and professionally took on the role of executor. He sorted out probate for us and arranged the clearing, marketing and selling our father’s property. He made sure everything was carried out according to our father’s will. James kept us informed at every stage and was very prompt at answering all our questions.

Have you seen the outcome you were hoping for?

James help and hard work exceeded my expectations. Everything went really smoothly and our father’s estate was settled in good time and without any worry for us.

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

A continuing poor service from another company.

How has James Drake helped you?

.James was attentive and service very speedy. We now have peace of mind.

Have you seen the outcome you were hoping for?

Yes.

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

Required a will for myself and my wife.

How has James Drake helped you?

James drafted our will and provided guidance throughout the seamless process.

Have you seen the outcome you were hoping for?

Absolutely.

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

I wanted to arrange for wills to be drawn up for myself and my husband.

How has James Drake helped you?

James was extremely helpful and was able to assist and advise where necessary.

Have you seen the outcome you were hoping for?

Our wills were drawn up in line with our wishes and this was done in a timely and very professional manner, thanks.

What could they have done better?

More than happy with the service.

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

On moving to the area my wife and I needed a local advisor.

How has James Drake helped you?

By giving us very sound advice and guidance through the process on drafting our wills and powers of attorney.

Have you seen the outcome you were hoping for?

Yes, we are very happy.

What could they have done better?

Nothing.

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

I was looking for advice on a pension and also we needed to make a Will.

How has James Drake helped you?

James was very knowledgeable in both subjects, he was really good at explaining them to me and answered any questions I had.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing James was great.

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

Renew our wills

How has James Drake helped you?

He listened to us and answered all of our questions/worries and renewed our wills and reviewed all of our saving etc and gave us helpful advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Needed to get advice on pensions

How has James Drake helped you?

Gave me sound advice and consolidated my pension ensuring a better return.

Have you seen the outcome you were hoping for?

Early days but so far so good

What could they have done better?

nothing

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

Moved jobs and had a workplace pension i wanted reviewing

How has James Drake helped you?

He discussed my options with me, took the time to make sure i was fully aware and help guide me to the best option for me. He also took care of the whole transfer from start to finish.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Absolutely nothing, as far as i was concerned everything was perfect!

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

Transfer of pensions

How has James Drake helped you?

James advised me on several different options for my pensions. James’s advise was very thorough and he was very knowledgeable on the different options available.

Have you seen the outcome you were hoping for?

Pensions and investments can go up and down

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

To review various investments.

How has James Drake helped you?

Firstly there is a person, rather than a large company to communicate with. Through James’ intensive research, I have better options moving forward. Especially in these very tricky times.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything. There was one transfer was rather protracted, but well monitored by James.

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

To sort out various pensions and get advice on them. To look at some financial advice and investments

How has James Drake helped you?

He helped me with all of the above

Have you seen the outcome you were hoping for?

Too early yet to see results

What could they have done better?

N/a

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

I had several private pension schemes which I didn’t fully understand and that required a specialist to give me an unbiased review, with a view to combining them and to make them work harder for me ahead of retirement.

How has James Drake helped you?

James explained what I had and the benefits of the existing plan, highlighting the positives and the negatives of retaining them in their existing pots, versus combing them and choosing a new plan which suited me now and which would give me the retirement income I needed. James was very detailed and clear in all the explanations and made sure I understood the changes I opted to participate in. He also reviewed the protection I had in place and adapted it to suit my needs and to reduce the costs.

Have you seen the outcome you were hoping for?

I have been very happy and extremely satisfied with the outcome and James has been efficient and thorough throughout the process and beyond. Keeping me informed during and after.

What could they have done better?

James completed everything to my satisfaction and really couldn’t have done more. I would recommend James for any areas of financial planning that need consulting and I am confident he will always give sound and appropriate advice without pressure, and in the best interests of his clients at all times.

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

I wasn’t confident that my then current financial arrangements were working to my advantage

How has James Drake helped you?

By investing my finances in higher yielding funds etc. whilst taking into account what my present and future financial plans might be, risk levels and how my financial needs might vary from time to time or in the future.

Have you seen the outcome you were hoping for?

Definitely ! Although obviously certain economic factors going on currently and the last year or so has impacted my portfolio.detrimentally which is only to be expected.

What could they have done better?

It’s been a five star service, I couldn’t have asked for better.

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

James was recommended by my mother-in-law

How has James Drake helped you?

James arranged the transfer to two small pensions into one fund

Have you seen the outcome you were hoping for?

The transfers were managed in a professional & efficient manner

What could they have done better?

Nothing

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

I had left my current employer and needed a new home for my pension

How has James Drake helped you?

He has simplified my pensions into one pot and explained the benefits of the move. He is going to review the pension each year to make sure it is invested in the correct area

Have you seen the outcome you were hoping for?

Yes