“No hesitation in recommending…”
“James has been advising me for six years. He has always sought a clear understanding of my needs and the advice he has given is first class. The investments and other products that he has proposed have been excellent and provided the right solutions for my needs. I would have no hesitation in recommending James as an independent adviser.”
“I’d recommend to all…”
“We had been looking for a long time to meet and trust an independent financial adviser who simplified the investment process, and who could create a bespoke portfolio for our short, medium and long term aspirations. James has done this and more. In addition, we have been introduced to a wider group of key personnel within the legal and accountancy profession which has made our decision making more credible. I have recommended James to friends and business associates.”
“We are glad that our pensions are now in capable hands…”
“We had been putting off sorting our pensions out for years as we thought it somewhat of a minefield but James explained things to us in a way that made us both understand our pensions. He made the whole process seem so simple and although we will be better off than we initially thought about retirement, we are glad that our pensions are now in the capable hands of James.”
Mike and Angeleen Whyte
“James is very good at using non-technical language for people like me to understand.”
I have been thoroughly impressed with the service James has provided. The financial information is clear and he always takes time to explain it fully. However, it is his empathetic approach that makes me believe he has my best interests at heart. He went far beyond the limits I expected. I can’t recommend him enough to others who seek to pick a path through the financial services maze. James is very good at using non-technical language for people like me to understand. He also asked me to complete an initial questionnaire and made an assessment of my attitudes to risk as regards investments which helped me understand his recommendations more easily. Most importantly I totally trust him so I don’t have to worry about my investments. He is highly efficient and very pleasant to deal with. He is also first class at ensuring that my money is invested in a manner that gives me the maximum return.
”We think of James as much as a friend and a financial adviser who we can turn to for any number of matters.”
James Collins has been our Financial Adviser since 2009. He has always been thoughtful and insightful with regard to our needs and goals. James is totally dedicated to providing the very best service and advice. We think of James as much as a friend and a financial adviser who we can turn to for any number of matters. We have referred James to our immediate family and friends because we know they will be in safe hands, and getting to know James could be one of the best things you could do! James always keeps in touch and visits us regularly to review our financial situation and to ensure we are on track with what we want to achieve.
Peter and Julia
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