James's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 1 )
Reviewers' assets
£50k - 100k ( 1 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Nottinghamshire
4 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to organise my savings and various monies
How has James Edge helped you?
He did just that with professionalism and focused clarity
Have you seen the outcome you were hoping for?
Yes, things seem to be going well in these troubled times and the interest rates seem pretty sound
What could they have done better?
I think James covered all my concerns with convivial aplomb, insightful knowledge and a thorough, straight forward appraisal of my financial needs and worries. He gave me confidence in him and the company he works for.
Review
by a verified client in Shropshire
4 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were making zilch with money in the bank, hoped to improve that situation with savings invested after taking good advice.
How has James Edge helped you?
He sensitively led us through the investment minefield.
Have you seen the outcome you were hoping for?
Hard to tell yet.
What could they have done better?
Nothing we can think of but, time will tell.
James:
Hi Alan Thank you for your review. All the best. JamesReview
by a verified client in Derbyshire
4 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting a divorce, needed to get to grips with what I have in place as regards pensions and insurance for my children should I die.
How has James Edge helped you?
Advised on an affordable insurance policy. Advised on finding out what income I would receive from my pensions. Looked into the possibility of putting pensions in the same pot. Decided which pension would be best to keep using if I go back to work.
Have you seen the outcome you were hoping for?
Yes, I feel more in control of my finances. More aware of what I need to do in the next 10 years. Happy that if anything bad should happen to me, my children will have some financial security.
What could they have done better?
Nothing. It was great to get this sorted during Covid lockdown, over the phone/emails.
James:
Thank you for your review Carol. Very kind of you. All the best. JamesFirst impression
by a VouchedFor user
6 years ago
Overall
Please provide a brief comment about your experience with James
Very good introduction meeting
James:
Thank you for your review Darren, I look forward to seeing you again soon. JamesReview
by a verified client in Shropshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was considering transferring out of an occupational pension scheme.
How has James Edge helped you?
James helped us to really think about our current and future needs and to understand our options.
Have you seen the outcome you were hoping for?
Yes, I am delighted with the outcome.