Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 5 )
Pensions ( 73 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 72 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 24 )
Financial Mentoring ( 10 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 20 )
£100k - £200k ( 13 )
Up to £50k ( 2 )
£50k - 100k ( 7 )
Repeat review
by a verified client in Oxfordshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Saulsbury helped you since your last review?
James keeps his finger on the pulse and makes well-thought-out proposals to adapt to changing circumstances and needs. Recently there have been loose ends to tie up in connection with my pension arrangements which have been attended to effectively and in a timely fashion. The ongoing investment strategy guided by James continues to yield good returns. It is good to feel that my financial affairs are in capable and reliable hands and I am most grateful to James for that.
Repeat review
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Saulsbury helped you since your last review?
I have got a Trust Fund set up for our grandsons, which is performing well. James has reviewed the performance of my investments and made changes to improve return. He has also ensuring that we can access our funds should we have essential urgent need - or even just a burning desire to purchase something new, for example a new car.
Repeat review
by a verified client in Dorset
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Saulsbury helped you since your last review?
James has continued to be proactive in monitoring our financial situation. After consultation and assessing our attitude to risk, suggesting alternative appropriate platforms for investment. This has proved eminently successful.
Repeat review
by a verified client in Oxfordshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Saulsbury helped you since your last review?
Although it is some time since I met with James, it is always made clear that I can get in touch at any time if I have queries or concerns, and I do consider the advice he gives to be sound and clear.
Repeat review
by a verified client in West Lothian
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has James Saulsbury helped you since your last review?
James has been in touch via newsletters dealing with issues as they arise. We had a lengthy telephone session reviewing my plan and other savings that I manage.