James's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 39 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 20 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 27 )
Financial Mentoring ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 4 )
Review
by a verified client in Kent
3 days ago
Overall
Advice
Service
Value
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
Review
by a verified client in Kent
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice on how best to invest our savings and pension
How has James Latchford helped you?
He talked us through the options that suited our financial situation
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Kent
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
handling pension fund
How has James Latchford helped you?
yes
Have you seen the outcome you were hoping for?
an ongoing yes
What could they have done better?
nothing
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?
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
a month 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.