56 reviews | 2 verified advisers
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
Review for James Thornhill
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Transferring my pension from another provider
How has James helped you?
James helped make the transfer smooth and explained in detail how I could link other savings accounts with Quilter to make my money work together.
Have you seen the outcome you were hoping for?
I am pleased with how it has started to work yes.
Review for James Thornhill
What could they have done better?
Nothing, we are entirely happy with our financial relationship with James
What were the circumstances that caused you to initially look for a financial adviser?
I had money i wished to invest, and James came highly recommended through a family member
How has James helped you?
Really enjoyed working with James Thornhill when setting up our finances, he was very helpful and easy to speak to. He explained the whole process from start to finish which gave us the confidence to invest our money with Chrysalis.
Have you seen the outcome you were hoping for?
Yes, In my last meeting with James our investments had increased in value
Review for James Thornhill
What could they have done better?
Nothing - James considers lots of angles and ensures that communication is clear, concise and easy to digest.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to review personal pensions initially and then became responsible for the company pension scheme which needed some work to evaluate.
How has James helped you?
Consolidation of pensions from career changes, James also is supporting the transfer of company pensions to a more suitable and appropriate scheme.
Have you seen the outcome you were hoping for?
Yes -
