James Thompson

Please provide a brief comment about your experience with James

Organised, personable, clear - a great first impression

Please provide a brief comment about your experience with James

James professionally gathered detailed information on my finances in an hour long meeeting, offering some tips and advice along the way.

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

General financial advice and planning for retirement - particularly for a new pension provider

How has James Thompson helped you?

Yes, he has helped both me and my partner. We now have a new pension provider which has had an excellent year. New life insurance policies that are right for us, a new will and looking into savings/pension planning as we near retirement

Have you seen the outcome you were hoping for?

Yes. James offers excellent advice, he follows up quickly and is always happy to help

What could they have done better?

Nothing

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

Reinvest pension

How has James Thompson helped you?

Good solid advice. No pressure and explanations clear and helped me understand best course of action and calculate my attitude to risk.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - great service

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

Investment advice

How has James Thompson helped you?

By helping to choose funds for Stocks and shares ISAs

Have you seen the outcome you were hoping for?

Very successful choice of portfolios and funds to suit my requirements

What could they have done better?

Couldn't have hoped for better really

Please provide a brief comment about your experience with James

Very professional initial call and discovery meeting

Please provide a brief comment about your experience with James

James did a home visit to my wife and I concerning pensions. He was polite professional and anything we were not sure of he explained to us concisely.

Please provide a brief comment about your experience with James

Only an initial conversation so far but everything has been good to this point

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

New investment advice.

How has James Thompson helped you?

Recommended an investment portfolio and provides ongoing investment management and reviews.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with James

It was an excellent first interaction. He asked all the right questions and went really deep to understand our current circumstance and future goals. He suggested few things that we never thought of. He made us feel really comfortable. Based on my interaction I will surely recommend him.

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

Retirement

How has James Thompson helped you?

By offering a professional, friendly service.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Please provide a brief comment about your experience with James

This was the first time I have contacted a financial adviser, so I was not sure exactly what to expect, but James was very approachable and clearly explained the ongoing process to me. I look forward to hearing from him in the future, when he has evaluated the financial options which will be available to me.

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

Pension Transfer requirement .

How has James Thompson helped you?

Providing pension advice

Have you seen the outcome you were hoping for?

Yes

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

Poor performance from a previous pension privider

How has James Thompson helped you?

I was relaxed and confident with James’ approach from day one. He advises clearly and with patience.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with James

Had a very good initial meeting with James. He was nice, friendly and professional He understood what my requirements were and didn't try and upsell products (eg insurances which another ifa was pushing) He explained and demonstrated where the funds would be invested and proportions on a pie chart and explained the tax position on non isa funds. I'm not ready yet but will consider his company once I am.

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

Retirement

How has James Thompson helped you?

He has created a low risk investment portfolio.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can not think of anything.

Please provide a brief comment about your experience with James

Very personable and knowledgeable and I look forward to hearing from him soon.

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

I needed to make a sound investment for my pension 'pot' after retirement and at North Star, James has provided me with an excellent solution.

How has James Thompson helped you?

I am really pleased with the returns on my investment with James at North Star. He has and continues to do a brilliant job for me and I would thourily recommend him.

Have you seen the outcome you were hoping for?

I have seen a better-than-expected return on my investment.

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

My parents left us an inheritance

How has James Thompson helped you?

James has given us advice on how to invest and plan for our future and hopefully a long retirement.

Have you seen the outcome you were hoping for?

Yes as always investments rise and fall, we are satisfied with the results to date.

What could they have done better?

Annette and I have no criticisms.

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

Review my pension arrangements

How has James Thompson helped you?

Helped transfer pension to a modern scheme

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with James

Really good meeting with a very knowledgeable and personable advisor

Please provide a brief comment about your experience with James

James was very informative and made it easier to understand the possible options available. We now feel more confident with our decision making.

Please provide a brief comment about your experience with James

James was professional but friendly, and his advice and explanations so far, have been clear and easy to understand.

Please provide a brief comment about your experience with James

James was fantastic, he clearly explained the differences between the pension options available from my employer so that I could make an informed decision as to which one to choose. Thank you James!

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

To get the most out of my existing pension

How has James Thompson helped you?

James transferred my pensions to another company he recommended and I have been very happy with the returns.

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing

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

Retirement

How has James Thompson helped you?

James has a detailed understanding of my personal circumstances and has always taken every aspect into account when recommending a financial strategy. He has dealt with every aspect of managing our finances diligently and promptly. As a result of his advice, I am confident that my retirement fund will last longer than I will.

Have you seen the outcome you were hoping for?

The projections provided by James and the Northstar team are both comprehensive and reassuring.

What could they have done better?

Nothing!

Please provide a brief comment about your experience with James

I had a discovery meeting with James, which was a very positive experience. I felt that James took the time to understand my circumstances and what I was looking for. I picked up some very helpful information through my discussion with him and ended the meeting feeling reassured. James' transparency and integrity meant that I didn't feel like I was receiving a sales pitch, which in turn made me feel like I would be keen to work with him in the future when the need arises.

Please provide a brief comment about your experience with James

Very thorough and personable initial review. Looking forward to seeing how James can help us focus on our goals.

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

Coming up to retirement, having various investments and pensions seeking advice on the best way to go

How has James Thompson helped you?

By collating our investments and pensions for the best returns

Have you seen the outcome you were hoping for?

Yes we have been very pleased

What could they have done better?

We thought that all advice and procedures were well done and the continuing service excellent

Please provide a brief comment about your experience with James

Felt he listened to what I wanted and also understood. He explained his reasons behind his suggestions and I did not feel under any pressure.

Please provide a brief comment about your experience with James

Very professional, helpful and organised. Thank you, James!

Please provide a brief comment about your experience with James

Had an initial meeting with James which I found very helpful. James made me feel comfortable and explained the process. He was knowledgeable and offered independent, unbiased and candid advice. I would have no problem recommending James to family and friends.

Please provide a brief comment about your experience with James

Prompt contact, good initial conversation and appointment made

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

I had decided that the recent improvement in Annuity rates might make them suit my requirements. My own research revealed that I would need to apply through a FA or IFA

How has James Thompson helped you?

James produced a very detailed retirement plan covering my wife and myself. He is very approachable and easy to discuss things with. A complete plan of actions from our first telephone conversation onwards was produced, updates on progress received weekly in addition to other communication/meetings. I was very impressed with the service.

Have you seen the outcome you were hoping for?

Yes, the Annuity which I opted for is now up and running all taken care of by James.

What could they have done better?

I can’t see that anything better could be done, absolutely great!

Please provide a brief comment about your experience with James

On time , informative. Useful meeting.

Please provide a brief comment about your experience with James

This is my first experience in seeking out a financial advisor. James made me feel at ease and the whole experience was very informative, not rushed and I was not put under any pressure. I felt free to ask questions as they arose and was given clear and relevant response. I would recommend talking to Northstar.

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

Looking to seek best advice on a personal pension eg drawdown or annuity.

How has James Thompson helped you?

James guided me through the various options by considering my personal circumstances, discussing my options and recommending the best solution for me and my wife.

Have you seen the outcome you were hoping for?

Yes. I now have an enhanced annuity that is linked to inflation and provides protection for my wife when I die.

What could they have done better?

Nothing - James acted in a thoroughly professional manner throughout and was friendly and approachable.

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

Insurance is always hard to navigate and often very confusing so I wanted some guidance when looking at life insurance.

How has James Thompson helped you?

James was extremely knowledgeable and provided excellent customer care throughout.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, I received a first class service!

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

I was coming up to retirement and was looking for advice /options on pensions and savings

How has James Thompson helped you?

James looked at my then pensions and savings and made suggestions on how to maximize my returns

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was and am currently pleased with the advice I receive from James

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

Approaching Retirement

How has James Thompson helped you?

Good continuing Financial advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very pleased

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

I wanted to make sound investments for my retirement with easy-to-understand information and costs. James from North Star was able to provide me with all the information I needed and with no hidden fees and it has all worked to my advantage.

How has James Thompson helped you?

Over the last few years, thanks to James and North Star, I have seen excellent returns on my investments.

Have you seen the outcome you were hoping for?

I have been really pleased with the long-term growth of my portfolio, far better than using a local building society and I have regular contact from North Star. I think North Star, with James, has done a great job for me personally and I have recommended the company to several friends.

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

Advice on long term investment

How has James Thompson helped you?

Choice of Stocks and Sares ISA funds

Have you seen the outcome you were hoping for?

During the last few difficult years for global stockmarkets, selection of funds seems to have been good.

What could they have done better?

Performance of funds has exceeded my expectations.

Please provide a brief comment about your experience with James

We received a thorough and honest approach to how James can help with our future goals.

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

Wanted to find a local company to help with pension advice in retirement

How has James Thompson helped you?

James has always been very professional and helpful and someone who gives assurance in friendly manner.

Have you seen the outcome you were hoping for?

Yes, considering the recent financial uncertainties we have been faced with.

Please provide a brief comment about your experience with James

I had a discovery meeting with James this week which was a very useful experience. James is very easy to get on with and explains the process of using an IFA thoroughly. He then took the time to find out exactly what my financial aims were. All together a very pleasant meeting.

Please provide a brief comment about your experience with James

Attentive listener who ensured we clearly understood each other. I am comfortable he is knowledgeable and on the basis of this first meeting, sure he is someone I could potentially work with.

Please provide a brief comment about your experience with James

James was very knowledgeable about pensions and explained fully about how they work. I have several pensions and he gave me really sound advice on how to manage them.

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

James is always there and happy to answer questions.

How has James Thompson helped you?

reviewed a previous pension arrangement and advised accordingly. Similarly with an investment

Have you seen the outcome you were hoping for?

Yes, given the recent turbulent years, the investments are holding up

What could they have done better?

Nothing at all. The most important thing for me is that I completely trust the advice I am given.

Please provide a brief comment about your experience with James

Personally met in reception by James which was very professional. James spent time getting to know me and explore my goals for the meeting. Once the regulatory information was received, James did an excellent fact find and explained my options as we went along. I fully understand the next steps and at this stage feel confident in James' knowledge and service offering.

Please provide a brief comment about your experience with James

A very reasonable, honest and trustworthy adviser.

Please provide a brief comment about your experience with James

Informative, did not hesitate to re-iterate anything I did not understand, and had the patience to wait for me to properly express myself. Plus he did help me with a problem that was not directly linked to our meeting.

Please provide a brief comment about your experience with James

James did ring me a couple of days after I requested an advisor. At the time of his call, I was rushing to get somewhere. For this reason, I asked him if he would ring back a little later. and he agreed. Two weeks later, I have not heard from him since.

Please provide a brief comment about your experience with James

James was very polite and helpful. Answered all our questions and made us feel very secure about ure.

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

We had money to invest

How has James Thompson helped you?

James has helped us assess the best risk option for investing. He gives advice about tax friendly investments and keeps in touch when things change.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am completely satisfied.

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

I had some money to invest

How has James Thompson helped you?

He has advised me on investment strategies, only after having established what my goals were.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with James

My Discovery Meeting with James was a very positive experience for me. James made sure that all facts were gathered from me with regards my queries about rationalising my pension pots. Hopefully, now that this meeting has occurred, I can move forward in completing the task. He was very easy to talk to & friendly. I felt very comfortable throughout the meeting.

Please provide a brief comment about your experience with James

Initial contact has been made. I've provided James with all the relevant paperwork with regards to my pension pots. I'm having a face-to-face Zoom meeting with James tomorrow, 10th May 2023.

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

I was struggling to access my pension by speaking direct with my pension provider. Additionally I was unsure whether their investment strategy matched my personal circumstances.

How has James Thompson helped you?

Having spoken to James I was confident that he understood my circumstances, my financial aspirations and the complications of dealing with my existing provider! As a result, I am now in receipt of the drawdown pension and I am confident that my pot is being responsibly invested in the most appropriate funds and actively monitored for the best possible returns.

Have you seen the outcome you were hoping for?

Yes, most definitely. I am confident that my resources are now being professionally managed with my interest at the forefront.

What could they have done better?

Absolutely nothing.

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Professional and methodical in our introduction meeting.

Please provide a brief comment about your experience with James

Very clear and helpful advice

Please provide a brief comment about your experience with James

James was very helpful and provided clear and comprehensive advice.

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

Really positive and friendly service. Backed up with sound industry and product knowledge.

How has James Thompson helped you?

James has provided solid and sound advice with regards our pension portfolio and long term retirement goals.

Have you seen the outcome you were hoping for?

To date and given the market volatility over the last twelve months, with James advice we have maintained a positive return.

What could they have done better?

James and the team achieve a high and constant standard of service.

Please provide a brief comment about your experience with James

James was very professional. He took time to explain issues and was easy to talk to.

Please provide a brief comment about your experience with James

Very informative and knowledgeable in the area of interest. Provided sound advice in a friendly and easy to understand manner.

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

Pension investment

How has James Thompson helped you?

James explained all options available to me he was very helpful and professional

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Everything was done well

Please provide a brief comment about your experience with James

James was extremely professional, informative and helpful.

Please provide a brief comment about your experience with James

What an incredibly professional and knowledgable person. We arranged an initial meeting with James and we had extra family attend, he took it all in his stride and answered every question impeccably. Even though this put James half an hour behind his schedule.

Please provide a brief comment about your experience with James

He was very clear and straight talking.

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

Due to a number of redundancies over the years, I had several pensions plus I received part of my ex-husbands pension in the divorce settlement. I looked to amalgamate all my pensions into one investment scheme.

How has James Thompson helped you?

James assisted with locating all my pension schemes and advising best solution for moving forward with one portfolio.

Have you seen the outcome you were hoping for?

There have been ups and downs that have been out of everyone's control such as the impact of Covid affecting investments.

What could they have done better?

I don't think that there was much that could have been done better under the circumstances of global crisis'

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

I had some money I wanted to invest and I didn’t have any experience in this.

How has James Thompson helped you?

James was incredible talking me through step by step and the different ways I could invest my money. He talked through the process very clearly and I felt confident by the end in what we had planned and agreed.

Have you seen the outcome you were hoping for?

Yes, and following on from that have continued to invest with the help of James

What could they have done better?

Nothing in my eyes. All in all very informative, knowledgeable, great at getting even me to understand the processes and options I had.

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

Coming up to retirement age.

How has James Thompson helped you?

James gave honest, easy-to-understand advice .

Have you seen the outcome you were hoping for?

Yes,even in these uncertain times.

What could they have done better?

Nothing in my opinion

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

Invest a lump sum.

How has James Thompson helped you?

Investment advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

Wanted advice on my finances in retirement

How has James Thompson helped you?

Friendly, approachable honest discussions.

Have you seen the outcome you were hoping for?

Basically, yes in very challenging times

Please provide a brief comment about your experience with James

Very responsive and transparent.

Please provide a brief comment about your experience with James

A very encouraging first meeting.

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

Retirement strategy

How has James Thompson helped you?

Thoroughly professional advice and clear explanation of retirement funding options.

Have you seen the outcome you were hoping for?

Yes, in fact it has surpassed what I expected.

What could they have done better?

Nothing

Please provide a brief comment about your experience with James

Very knowledgeable and easy to listen to.

Please provide a brief comment about your experience with James

James was very professional and he answered to all my questions. He also explained very well to me advises that he could give in the future. Overall, I had a good experience on the discussion of my finance. A very good listener.

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

A stakeholder pension which I had was coming to term and I needed advice.

How has James Thompson helped you?

His advice was clear and delivered in a patient and considerate manner.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I don’t know.

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

I have other small investments with low rates of return and wanted an alternative method of investment with higher returns. However, I neither have the time or the expertise to seek out good investment portfolios.

How has James Thompson helped you?

James has listened to my needs and put together a portfolio to suit my requirements.

Have you seen the outcome you were hoping for?

I have seen the outcome I was hoping for over the time I have had James as an advisor.

What could they have done better?

I can't think of anything, I receive e-mail newsletters to keep me up to date of financial issues.

Please provide a brief comment about your experience with James

James had a very professional manner, was clearly very knowledgeable and quickly put me at ease while I answered a number of in depth questions

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

To get the best and honest advice at a sensible cost.

How has James Thompson helped you?

My investments via James have proved to be very beneficial and despite the current economical climate, I am very happy with my returns.

Have you seen the outcome you were hoping for?

Most definitely. Over the last few years, my investments have grown in value.

Please provide a brief comment about your experience with James

James explained everything clearly and helped me understand the full process I was considering in a very professional and helpful manner

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

Originally pension investment

How has James Thompson helped you?

His advice was sound and acted upon

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Please provide a brief comment about your experience with James

Very helpful and explained legal matters in a clear on concise way.

Please provide a brief comment about your experience with James

James was extremely personable and explained things clearly and concisely

Please provide a brief comment about your experience with James

James was excellent and the meeting was very useful in relation to my own thoughts and concerns re the financial future

Please provide a brief comment about your experience with James

James is thoroughly professional and obviously very knowledgeable in his field.

Please provide a brief comment about your experience with James

Discovery meeting was positive: all very very explained and we had the time to ask questions.

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

Needed to combine my pensions and invest in the various markets and James produced an ideal portfolio.

How has James Thompson helped you?

I use my investments in my portfolio as a drawdown pension.

Have you seen the outcome you were hoping for?

Yes very pleased with results.

What could they have done better?

Nothing, above all expectations always getting in touch with me to let me know how things are with recommendations where necessary.

Please provide a brief comment about your experience with James

Good quietly spoken addviser

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

Up and coming retirement

How has James Thompson helped you?

James helped us by reviewing our then savings, pensions and investments and advised us how to plan for good and secure income and investment for retirement with the finances we had.

Have you seen the outcome you were hoping for?

Yes, we have been very pleased with the performance of our retirement funding as they are providing us with both income and growth.

What could they have done better?

We are more than happy with James Thompson as our adviser, he is easy to reach, understands our requirements and has provided us with excellent advice and service.

Please provide a brief comment about your experience with James

Really helpful information

Please provide a brief comment about your experience with James

Good informative session

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

I needed reliable advice on the investment of savings for my future years in retirement

How has James Thompson helped you?

Help in choosing the right kind of investment to best suit my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Completely satisfied with advice and service

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

Bad experience with another adviser

How has James Thompson helped you?

Solid advice that works for me to help me recover from a poor pension value and plan for retirement

Have you seen the outcome you were hoping for?

Yes, good growth in pension fund

What could they have done better?

Nothing. Wish I had found James 10 years ago!

Please provide a brief comment about your experience with James

James was professional and informative.

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

I needed to set up an auto enrolment pension scheme

How has James Thompson helped you?

He gave me clear advice.

Have you seen the outcome you were hoping for?

Yes

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

Investment advice

How has James Thompson helped you?

Helped is consider risks, aims and options

Have you seen the outcome you were hoping for?

YEs

What could they have done better?

Nothing. Friendly, honest clear advice

Please provide a brief comment about your experience with James

Very patient and professional

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

I needed a financial adviser to withdraw my final salary pension.

How has James Thompson helped you?

He conducted a full review of my financial circumstances and confirmed I was a suitable candidate.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

Pension investment and IHT planning

How has James Thompson helped you?

Provided a clear path to follow to meet my needs

Have you seen the outcome you were hoping for?

Yes. Excellent returns so far and a weight off my mind.

What could they have done better?

Very little. Very good service, good advice and a good outcome.

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

Financial status and planning for retirement

How has James Thompson helped you?

Review of all current finance's and optimization of assets.

Have you seen the outcome you were hoping for?

Yes, following a slow start,and hiccups with pandemic, all good and on track.

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

Retirement

How has James Thompson helped you?

By providing a comprehensive overview of options for retirement.

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with James

James was patient and listened well to understand my financial circumstances, future needs and attitude to investment.

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

There is so much choice out there and some of it is unreliable. I wanted a good, unbiased suggestion as to where to invest my savings.

How has James Thompson helped you?

James provided the help that I needed and I am really pleased with the outcome. He was not pushy and gave me the space and time to consider my options without harassing me.

Have you seen the outcome you were hoping for?

It was a bit better than I thought - so thanks to James.

What could they have done better?

It was all great.

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

Advice for my pension and investment and savings

How has James Thompson helped you?

James helped us fully understand all the options that were open to us. He gave sound advice we also gained a better understanding of investments. We are kept fully up to date and always invite to contact him if we have any further questions.

Have you seen the outcome you were hoping for?

Yes fully.

What could they have done better?

Nothing as they offer a first-class service.

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

Reaching retirement age, therefore requiring, retirement planning, investments reviews.

How has James Thompson helped you?

James Thompson reviewed our then existing pensions, ISAS ,savings and expenditures. He then provided advice on the best way to invest our savings, pensions etc for our requirements.

Have you seen the outcome you were hoping for?

Yes, both the service and the returns on our investments have been excellent.

What could they have done better?

We are happy with the existing service.

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

I wanted to invest my money but needed the right guidance

How has James Thompson helped you?

James was incredible with helping me understand what I could do with my money and guided me through investing.

Have you seen the outcome you were hoping for?

Yes, I’ve definitely decided it was the right decision!

What could they have done better?

Nothing. Top service all round.

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

ISA

How has James Thompson helped you?

Invested my ISA

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with James

talking to James was like having conversation with friend and was helpful

Please provide a brief comment about your experience with James

James gave me all the information i asked he did his best within 15 mins

Please provide a brief comment about your experience with James

Polite and concise in his explanation