James Wadsworth

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

Maturing life insurance, no mortgage and a reasonable retirement pension resulted in sufficient funds being available to me in later life to cause me to seek advice on its management.

How has James Wadsworth helped you?

by putting together a portfolio that is constantly monitored and upgraded as and when necessary to advance financial growth across the sometimes turbulent fiscal market place.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I'm not aware of a better way forward.

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

I sought financial advice primarily to get a clear plan for my retirement and pension.

How has James Wadsworth helped you?

James Wadsworth has been incredibly helpful in guiding me through my retirement planning. He took the time to understand my goals and tailored advice to suit my specific needs. He helped me make informed decisions about my pension, ensuring I’m on track to achieve a secure retirement.

Have you seen the outcome you were hoping for?

I feel much more confident about my retirement plan and the steps I’m taking to secure my future.

What could they have done better?

Honestly, I have no complaints about James. He has been thorough, knowledgeable, and proactive in managing my financial needs.

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

Review of existing investments

How has James Wadsworth helped you?

By reviewing my existing investments & ensuring they align with my future goals & needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. The service James has provided has been faultless & I am looking forward to continuing to work with him as my adviser moving forwards!

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

Boyh my husband and I were due to retire at the same time.

How has James Wadsworth helped you?

James treated both of us the same, even though my husbands was a much larger pension than my smaller part time minimum wage earnings. He still made me feel just as important. He explained everything very clearly, and put my mind at rest as I thought my pension was too small.

Have you seen the outcome you were hoping for?

Yes, we are now retired and living the life!

What could they have done better?

I can not think of anything the James could have done better.

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

With multiple pension pots and uncertainty about how to maximize their value for retirement, I felt it was important to get professional advice. I needed help understanding my options, and making informed decisions that would secure my financial future.

How has James Wadsworth helped you?

James was invaluable in helping me navigate the complexities of pensions advice. He made the entire process easy to understand and took the time to explain my options clearly. James pulled everything together seamlessly, ensuring I was fully prepared for retirement. His support took the stress out of the situation and gave me confidence that my financial future was in good hands.

Have you seen the outcome you were hoping for?

Yes, I have seen the outcome I was hoping for. With James' expert guidance, I now have a clear and comprehensive plan in place for my retirement.

What could they have done better?

Honestly, there’s nothing I feel James could have done better. From start to finish, his service was exceptional. He was professional, approachable, and thorough in addressing all my concerns. I couldn’t have asked for a better experience.