James Anderson

James Anderson

Westminster Wealth Management LLP

James's reviews

Reviewed for

Insurance and Protection ( 19 )

Mortgages ( 7 )

Pensions ( 72 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 29 )

Auto Enrolment ( 3 )

Investments and Savings ( 70 )

Pension Transfers - Non Specialist ( 26 )

Inheritance Planning ( 24 )

Long Term Care ( 7 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 49 )

Financial Mentoring ( 10 )

Financial Coaching ( 6 )

( 1 )

Reviewers' assets

£500k+ ( 40 )

£200k - £500k ( 15 )

£100k - £200k ( 4 )

Up to £50k ( 1 )

£50k - 100k ( 5 )

( 2 )

Review

by a verified client in London

21 days ago

Overall

Advice

Service

Value

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

To build an investment portfolio in a flexible and simple way as possible.

How has James Anderson helped you?

James set my wife and I up with fantastic advice. He was always available to put our minds at rest. Were really happy and confident on this investment journey with James' help and guidance.

Have you seen the outcome you were hoping for?

Its early days but as I said we are very confident James has helped us find the right products for us.

What could they have done better?

Nothing

Review

by a verified client in London

2 months ago

Overall

Advice

Service

Value

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

recommdneation

How has James Anderson helped you?

investments, pension planning

Have you seen the outcome you were hoping for?

yes

What could they have done better?

n/a

Review

by a verified client in Lincolnshire

3 months ago

Overall

Advice

Service

Value

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

Money received with no planned reinvestment plan

How has James Anderson helped you?

James helped us roll our Auto-enrolment and pension management when these first came into place. He has also helped with personal financial planning and personal wealth management.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Middlesex

3 months ago

Overall

Advice

Service

Value

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

Retirement

How has James Anderson helped you?

5 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

More growth in fund

Review

by a verified client in Middlesex

3 months ago

Overall

Advice

Service

Value

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

Sale of my business

How has James Anderson helped you?

Always available to discuss matters and advise

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing springs to mind at present