James's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 36 )
Retirement income (annuities, drawdown) ( 28 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 18 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 25 )
Financial Mentoring ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 3 )
Review
by a verified client in London
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have had an advisor for many years and James was recommended when our last one demitted office
How has James Latchford helped you?
General financial advice
Have you seen the outcome you were hoping for?
He has provided sound advice so we are confident we are in good hands
Review
by a verified client in Kent
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions.
How has James Latchford helped you?
By providing advice and education.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Happy with all aspects.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous advisor was no longer available.
How has James Latchford helped you?
He has taken over advice on our portfolio and his successfully reviewed our current requirements.
Have you seen the outcome you were hoping for?
Too early in our relationship to comment, but things progressing well.
What could they have done better?
Nothing at this time. Things have gone well.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting up and managing a Will Trust.
How has James Latchford helped you?
Providing helpful advice and managing the process.
Have you seen the outcome you were hoping for?
The investment is performing well given the current financial climate.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially looked for an adviser to manage my pension savings and then to assist with income drawdown in retirement.
How has James Latchford helped you?
James has continued with the process from a previous adviser with my ongoing income drawdown. James has given me solid advice for me to maximise my income drawdown and how to minimise my tax liability.
Have you seen the outcome you were hoping for?
Yes, my pension savings are in a healthy position and feel confident in the overall advice that he has provided.
What could they have done better?
James has carried out all the duties that I required and to a high standard. Therfore, there is nothing that he could have done better,