James's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 13 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 18 )
Financial Mentoring ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 3 )
Repeat review
by a verified client in Hampshire
17 days ago
Overall
Advice
Service
Value
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?
James is incredibly helpful and knowledgeable. He makes me feel confident about my retirement plans.
Review
by a verified client in Kent
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Already with main company James was appointed as my new financial advisor
How has James Latchford helped you?
Very knowledgeable, Professional , makes you fill comfortable when replying to any questions.
Have you seen the outcome you were hoping for?
Yes if anything is to go by over previous years.
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?
Pension and Investment Planning
How has James Latchford helped you?
Just taken over from retiring colleague.
Have you seen the outcome you were hoping for?
yes
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?
Management of my pension funds
How has James Latchford helped you?
Very adequately
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I've no idea!
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I approached Compass Wealth to facilitate the transfer of my Defined Benefit Pension from Lloyds Bank in 2017.
How has James Latchford helped you?
James has been my dedicated adviser for the last two years taking over from my previous adviser about whom I had cause to make a formal complaint.
Have you seen the outcome you were hoping for?
Yes. My confidence in Argentis has been somewhat restored but more importantly my faith in trusting Argentis to provide an adviser who can deliver a professional and high quality relationship has been renewed.
What could they have done better?
It is important to me that any adviser I pay not an inconsiderable sum for ongoing advice does what they say they will do and in a timely manner. I have not had cause for any dissatisfaction whatsoever.