59 reviews | 2 verified advisers
Review for James Thornhill
What could they have done better?
Nothing..the service has been exceptional.
What were the circumstances that caused you to initially look for a financial adviser?
James was recommended.
How has James helped you?
With great advice and help with moving exsting pensions and new investments.
Have you seen the outcome you were hoping for?
Yes we have seen the growth of investments already.
Review for John Tucker
What could they have done better?
None. John has taken time to listen and understand my desired outcomes, aligned with my view on risk and reward.
What were the circumstances that caused you to initially look for a financial adviser?
I reached out to John to discuss consolidation of a number of works pensions I had. John was known to me having given my parents long term financial advise.
How has John helped you?
John has successfully consolidated all of my "stakeholder" pensions, getting greater returns, all aligned with my risk profile.
Have you seen the outcome you were hoping for?
Yes, the performance returns are in line, or greater than expectations.
Review for John Tucker
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Inheriting some money
How has John helped you?
By researching several options
Have you seen the outcome you were hoping for?
Yes, I have
Review for John Tucker
What were the circumstances that caused you to initially look for a financial adviser?
My partner and I wanted advice around ISAs and investments to plan for our early (we hope!) retirement
How has John helped you?
He has patiently explained our options and has been very responsive when we've had queries
Have you seen the outcome you were hoping for?
Yes, definitely
Review for James Thornhill
What could they have done better?
I don’t believe he could have done better. the service he provided was excellent
What were the circumstances that caused you to initially look for a financial adviser?
Was recommended James for inheritance tax planning
How has James helped you?
He has helped with all aspects of our needs given us advice and sorted out all our needs
Have you seen the outcome you were hoping for?
Yes
