James's reviews
Reviewed for
Insurance and Protection ( 93 )
Mortgages ( 181 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 1 )
Long Term Care ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 8 )
£100k - £200k ( 7 )
£50k - 100k ( 17 )
Up to £50k ( 68 )
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 Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage of current property and change ownership details
How has James Coghlan helped you?
James helped us achieve the above, he was very patient despite the time line this took and offered fantastic advice at all times
Have you seen the outcome you were hoping for?
We have completed the remortgage and ownership change as required
James:
Kira, thanks so much for your feedback, much appreciated. This was a long journey but we worked together and didn't give up. Here we are now with the right result- brilliant! Thanks for choosing us to help you.Review
by a verified client in Cardiff
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I have purchased our first home together.
How has James Coghlan helped you?
James was able to source mortgages, provide advice, and also obtain quotes for income protection, life insurance and others.
Have you seen the outcome you were hoping for?
Yes, we have been very impressed and are very thankful for James’s input and advice! We struggled navigating this alone, and James also helped to highlight aspects of the process/provide advice we otherwise would have overlooked.
James:
Thanks for your valuable feedback and review. So glad we could help you on your journey and you felt we added value to the process. Best wishes in your super new home!Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Me and my partner were in the process of buying our first house and needed guidance with the financials.
How has James Coghlan helped you?
James asked a few questions and the set to work in the background finding us the best cover at the best prices to suit our finances.
Have you seen the outcome you were hoping for?
Yes, we have been able to easily pay our mortgage and even with the renewal we can still afford it live outside of our bills each month.
What could they have done better?
Nothing. Everything James has done for us has been smooth and easy from our pint of view.
James:
Great to have been able to help again and thank you for your feedback, it is very much appreciated. Best wishes and look forward to advising you both again.Review
by a verified client in Torfaen
2 months 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
3 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, James