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
2 months 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
3 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
4 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
4 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