James's reviews
Reviewed for
Insurance and Protection ( 92 )
Mortgages ( 178 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 1 )
Long Term Care ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 8 )
£100k - £200k ( 7 )
Up to £50k ( 65 )
£50k - 100k ( 17 )
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 Torfaen
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking at buying our first home and wanted mortgage advice.
How has James Coghlan helped you?
James has helped guide us through our home buying journey with friendly, accessible, and reliable advice.
Have you seen the outcome you were hoping for?
Yes
James:
Congratulations on your move! Thanks so much for your feedback. Wishing you every happiness in your new home. JamesReview
by a verified client in Cardiff
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchase of a new home
How has James Coghlan helped you?
James has been advising me on mortgages for several years
Have you seen the outcome you were hoping for?
Yes - James’ advice is always excellent and I have never had any issues with his recommendations
James:
Thankyou for leaving me a review and a pleasure to have been able to help you again! Best wishes, JamesReview
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time buyers
How has James Coghlan helped you?
James was extremely communicative, explained everything and made this as easy as possible for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, everything was exceptional!
James:
Thanks so much for the review, it was a pleasure to have helped you on this one, wishing you both all the best for the future. JamesReview
by a verified client in Wiltshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am a first time buyer who was looking for mortgage advice.
How has James Coghlan helped you?
James helped me understand the different types of mortgage and interest rates and supported me throughout the whole process. He also helped with life insurance and contents insurance policies. I could not have done it without his help.
Have you seen the outcome you were hoping for?
Yes and I’m very happy with every step of the service and time I received.
What could they have done better?
I cannot think of anything that there was to improve. James was patient and supportive which allowed me to feel confident throughout the mortgage process.
James:
Nicola, it was great to be able to advise on the purchase of your first home. I appreciate your kind review and am so pleased I could add value and make the journey so smooth. Wishing you every happiness in your new place. JCReview
by a verified client in Gloucestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to understand and independent view on my affordability.
How has James Coghlan helped you?
He’s provided a mortgage that was initially believed to be beyond my reach along with complimentary insurance products.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing. He was an excellent sales man without the pushy sales vibe. Thank you very much
James:
Congratulations! A great result and you finally are in your super new home. Thanks for choosing Ellis James Financial to support you on your journey. Best wishes. James