Reviewed for
Insurance and Protection ( 11 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 8 )
Auto Enrolment ( 2 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 23 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 4 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Up to £50k ( 6 )
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 Warwickshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed some financial advice re pension pots, savings and inheritance tax planning having little experience and knowledge of the best course of action to take to maximise returns, minimise tax payable and potential inheritance taxes due. Nick provided excellent advice and guidance.
How has Nick James helped you?
Nick provided a logical and efficient financial plan for the future years which was clearly explained in terms that we could both understand. Nick was very thorough and provided back up documentation for all our discussions.
Have you seen the outcome you were hoping for?
Early days but it’s looking to be on track!
What could they have done better?
Nothing! Nick is very personable, knowledgeable and efficient.
Review
by a verified client in Warwickshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking out a lump sum from my pension fund.
How has Nick James helped you?
He advised me on the transfer of my pension, and kept me informed through the entire process.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, his service was faultless.
Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Selling shares within my business.
How has Nick James helped you?
Understand where to put the funds and the tax implications
Have you seen the outcome you were hoping for?
Early days, but the signs are positive
What could they have done better?
Nothing negative to report
Review
by a verified client in Warwickshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had an investment event within our business.
How has Nick James helped you?
Nick has helped us to invest the funds strategically enabling us to continue focusing on the business without having to he worried around the funds.
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
Nothing
Review
by a verified client in Warwickshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was receiving a promotion at work and wanted to do more with my money.
How has Nick James helped you?
He has given me some great advice for not only my pensions but also my investments.
Have you seen the outcome you were hoping for?
Yes! Definitely