54 reviews | 2 verified advisers
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 -
Review for James Thornhill
What could they have done better?
I don’t think there is anything that could have gone better.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to move my pension.
How has James helped you?
James has helped me transfer my pension and also advised me about taking out a healthcare insurance policy.
Have you seen the outcome you were hoping for?
Yes absolutely
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?
To find a mortage
How has John helped you?
He is the only person. I would go to for any of my Financial Needs .
Have you seen the outcome you were hoping for?
Completely
