James Britton

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

My wife and I decided to consolidate our savings, investments and pensions into one manageable "package".

How has James Britton helped you?

James went through each area of our savings, investments and pensions. He evaluated our options and gave us a series of scenarios for us to consider. He produced a very clear and realistic picture for us so that we could consider what we could do.

Have you seen the outcome you were hoping for?

We have completed the consolidation process and now wait to see what transpires. We have achieved what we want, which is a clear picture of our assets and the ability to make the most of protecting and growing our assets.

What could they have done better?

James has delivered what he has promised.

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

To withdraw funds from my pension.

How has James Britton helped you?

He gave me excellent advice and explained all the pros and cons in addition to making the pension minefield more understandable.

Have you seen the outcome you were hoping for?

yes.

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

As I am now retired & my husband soon to be so, we needed to re- evaluate our investments & think about investing capital that at the moment is sitting in bank accounts not earning interest.

How has James Britton helped you?

Looked into our present investments & rationlised those & suggested ways of reinvesting available capital.

Have you seen the outcome you were hoping for?

In process of achieving those aims.

What could they have done better?

Very happy with current advice so not sure this could have been bettered. James has always asked us to let him know if we have any queries & is happy to discuss options available with us at any tome

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

Recently lost our previous advisor, and needed urgent help with financial planning since selling our business and facing impending retirement.

How has James Britton helped you?

He was very thorough going through all aspects of our finances, listening closely to our needs and soon realised that we are cautious investors. His overall vision for our finances was very enlightening. Hopefully we now have everything in place for a secure future.

Have you seen the outcome you were hoping for?

Counting down 4 more years to retirement and we are now confident that everything is in place for a comfortable future.

What could they have done better?

Everything seems to have been covered thoroughly. If only he could give me advice to help my golf!!

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

I wanted to consolidate my savings and investments, and establish a retirement savings plan.

How has James Britton helped you?

James took time to listen to me, particularly to understand my priorities and concerns. He provided me with clear advice that enabled me to feel confident in the decisions I made. James was patient, transparent and responsive throughout all my dealing with him.

Have you seen the outcome you were hoping for?

My savings and investments are more organised, and I have retirement savings plan. Overall, I have been very pleased with the outcome of appointing James as my financial advisor.