James Latchford

This review is a follow-up review from a client who left a review previously.

How has James Latchford helped you since your last review?

On going advice and transfer of my Cash ISAs to investment ISAs managed by City Am. Process very smooth and James and his team handled all the admin.

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

Managing money, retirement and IHT are specialist jobs and James is that specialist.

How has James Latchford helped you?

All of the above

Have you seen the outcome you were hoping for?

We have set up a plan and hope that it will all work out for the best. There are never guarantees with investments, but I am confident with Jane’s advice

What could they have done better?

Nothing , except working for nothing, but that’s not going to happen!

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

I have money invested, pensions and savings. I needed/wanted some financial advice, to ensure I made the most of them.

How has James Latchford helped you?

James has fully understood my circumstances i.e. current financial situation, pensions, investments, savings, financial requirements, future plans etc. With that information he has advised me on options, pros and cons, for the way forward to meet my needs. James has suggested actions I could take, that I wouldn't have thought of, to better manage my finances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I cannot think of anything that was not covered to my satisfation.

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

For any years, I have received pension advice originally from Millers Insurance, then Mark Streatfield, and James has taken over as my from Mark

How has James Latchford helped you?

He has been very pro-active and has looked at my circumstances with a fresh eye, making a number of useful suggestions. It has also been much appreciated that his responses to any questions have been extremely quick.

Have you seen the outcome you were hoping for?

In general terms, yes

What could they have done better?

No comment or criticism

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

James replaced my previous adviser.

How has James Latchford helped you?

James has provided invaluable advice on my pension pot and inheritance tax including the effect of pension pots due to be included in the value of estates for IHT.

Have you seen the outcome you were hoping for?

Too soon, advice only recently given and inheritance tax change is not yet in effect or rules finalised.

What could they have done better?

Not aware of anything