166 reviews | 4 verified advisers

Selection of recent reviews. Read all reviews

Review for James Todd

July 2024

What were the circumstances that caused you to initially look for a financial adviser?

Seeking better advice on pension planning

How has James helped you?

James is professional, clear, and friendly. James has looked at my individual circumstances and advised a bespoke plan which fits my needs.

Have you seen the outcome you were hoping for?

So far, yes.

Review for James Todd

June 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

We always have a yearly review with James and he always provide clear and concise advise

How has James helped you?

Satified our minds that our current contributions will suffice our needs for the coming year

Have you seen the outcome you were hoping for?

Yes

Review for James Todd

June 2024

What could they have done better?

Nothing. James has been very helpful, communicative and understanding of our needs and expectations. He walked us through the “mechanics” of setting up accounts and transferring the funds.

What were the circumstances that caused you to initially look for a financial adviser?

Inherited James along with savings managed by him from my Kate father

How has James helped you?

Most recently by advising on how best to invest a large lump sum.

Have you seen the outcome you were hoping for?

Yes. I believe the money is now best placed to provide the results we hope to achieve.

Review for James Todd

June 2024

What could they have done better?

Nothing. Extremely satisfied with time, effort, professionalism and care received.

What were the circumstances that caused you to initially look for a financial adviser?

Needed advice on investing lump sum.

How has James helped you?

Guided through various options available so could reach right decision for us.

Have you seen the outcome you were hoping for?

Yes.

Review for Paul Boutle

June 2024

How has Paul helped you since your last review?

Paul is always there to offer sound advice to any financial matters I may have.