James Hodges

Please provide a brief comment about your experience with James

James responded to our contact the next morning, we agreed a date for the initial meeting and throughout, James was professional and courteous. Looking forward to the meeting!

This review is a follow-up review from a client who left a review previously.

How has James Hodges helped you since your last review?

We have regular meetings to discuss my finances. Any issues or questions I have are resolved very quickly.

This review is a follow-up review from a client who left a review previously.

How has James Hodges helped you since your last review?

James has continually kept on top of all of our financial situation. He has reassured us when markets have been tough over the last few years and has been there for any questions that we have no matter how trivial. He provides with regular updates as to how we are progressing against our pension planning which is key for us in the run-up to retirement. I cannot recommend James enough and have actually recommended him to a number of my friends. He is a valued advisor to myself and my husband, he’s a really lovely person who I trust with my financial position and always turns up with the smile on his face. Discussing your financial position is really personal but James always makes it an enjoyable experience. I would highly recommend James if you were looking for that trusted advisor.

Please provide a brief comment about your experience with James

Friendly, professional

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

Inheritance tax planning

How has James Hodges helped you?

He has been extremely thorough,competent and happy to explain the minutiae.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing