Testimonials

What were the circumstances that caused you to initially look for an adviser?
Pending retirement and the best way forward to make my monies work for me in the forthcoming years.

How has Angela James helped you?
Angela is a very relatable person, with knowledge and experience to make the transaction in life from working to retirement with ease and more of an understanding on investment issues within a straightforward conversation, for someone who has no idea! I know feel much more confident and found Angela to be very professional and down-to-earth in her approach to the new client.

Have you seen the outcome you were hoping for?
Our meetings will be on an ongoing basis as and when I need advice in the future and I am very happy with this outcome and for the future conversations that may occur.

What could they have done better?
Communication flowed well on all levels and I was left with no thoughts of 'what if' at any time after our conversations. Hundred per cent satisfaction.

What were the circumstances that caused you to initially look for an adviser?
To setup my pensions through my Limited Company.

How has Angela James helped you?
Angela gave me all the info I needed to know to setup my pensions. She helped me understand the details involved, the various products and options I have, costs involved. What money that will be invested and a good understanding of the potential returns. Tailored the solution to suit my attitude towawrds risk.

Have you seen the outcome you were hoping for?
I am happy with the advise provided, the clarity and trasparency of the info provided to me. I am glad Angela helped me setup my Pensions to suit my specific needs.

What were the circumstances that caused you to initially look for an adviser?
With 20 - 25 years left in the workplace I needed to start to look at my retirement plans and pensions

How has Angela James helped you?
Angela has very patiently explained my options and has helped me determine what is right for me.

Have you seen the outcome you were hoping for?
Yes, I have maximised my tax allowances for this financial year and set up a pension fund which gives me a good base for the future.

What could they have done better?
Nothing

What were the circumstances that caused you to initially look for an adviser? I was struggling to work out where to put my salary sacrifice pension.

How has Angela James helped you? Angela went through everything with me in a very clear and concise way - from understanding my background and needs to explaining very clearly my options.

Have you seen the outcome you were hoping for? Yes.

What could they have done better? Nothing.