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Lincolnshire

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What our clients say…

I was introduced to James Espin by my accountant when I enquired with them about how to deal with my pension savings. At that time I thought my only option was to convert my pension savings into a pension plan. … More →

John Taylor, Bourne
I was wanting a flexible drawdown pension set up and had a particular view of what I wanted. What James did well was to listen and confirm what I wanted to know, but also interpret and suggest other alternatives that … More →

Michael Dorsett, Lincoln
James made everything very simple to understand and I felt very reassured by his advice. He even offered me advice on longer-term pension planning, which was extremely useful but I am sure I will be consulting him again in the … More →

Caroline Horry, Sleaford
Gave good advice that I acted upon. Explanations where clear and understandable.

John Maddison, Louth
James is extremely professional, honest, reliable and friendly. I wouldn’t hesitate in recommending him to all my friends and family alike. I have never received such clear and comprehensive advice.

Amanda Roberts, Lincoln
James understood our requirements well, and presented a professional recommendation. He then spent time discussing this with us and answering our many questions.

Ian Elliott, Lincolnshire
My wife and I were rather unhappy about some old long standing investments and I was also approaching my pension and unsure of a lot of financial points. We found James through Vouched for, and have been very happy with … More →

Malcolm Peadon, Lincolnshire
After going through my finances, James gave me the confidence to retire and looked after the management of my pension pots. I felt that he understood my needs and provided me with a clear breakdown of what he proposed, bot … More →

Graham Collins, Lincoln
James service was exemplary and for us he could not have improved.

Allan, Lincoln
As a Director of a small family business we needed financial planning advice. James listens to the needs of the customer and gives clear and thorough advice.

Kate Urry, Lincs
What were the circumstances that caused you to look for a Financial adviser? Wanted flexibility from my DB pension. How did James Espin help you? Explained the options and questioned what i was looking for from the future. Gave me … More →

Laurie, Lincoln
What were the circumstances that caused you to look for a Financial adviser? Approaching early retirement age for a professional pension scheme which I wanted to fold in to a SIPP to complete an establish invested fund on which I … More →

Kevin Jarvis, Lincoln
What were the circumstances that caused you to look for a Financial adviser? The need to consolidate and organise investment of our pension funds. How did James Espin help you? In every way regarding organisation and getting the best from … More →

Michael Theobald, Grantham
What were the circumstances that caused you to look for a Financial adviser? I decided to take advice as I neared ‘decision points’ which would hopefully allow me to identify an early retirement date. Decisions made in the years up … More →

Paul, near Lincoln
What were the circumstances that caused you to look for a Financial adviser? Finished mortgage payment’s lump sum to invest. How did James Espin help you? James is very courteous and explained my options in great detail. What is your … More →

Paul Beaumont, Lincoln
What were the circumstances that caused you to look for a Financial adviser? Not happy with existing financial adviser in terms of investment performance. How did James Espin help you? Arranged transfer of funds and placement of investments. What is … More →

Michael Weatherhead, Lincolnshire
What were the circumstances that caused you to look for a Financial adviser? Cashing in a private pension. How did James Espin help you? He gave good and supportive advice that led to the outcome we required. His support was … More →

Kevin Manvell, Lincolnshire
What were the circumstances that caused you to look for a Financial adviser? I was approaching the time to take my work pensions and wanted advice on the best way to do that. How did James Espin help you? James … More →

Chris Clarke, Skegness
What were the circumstances that caused you to look for a Financial adviser? I had some choices about ongoing pension income and lump sum. How did James Espin help you? James assisted me through this process. What is your current … More →

Bob, Lincoln
I don’t know or understand anything to do with financial planning and investments but James explained everything step by step and was very professional with the whole process.

Dave Mundin, Lincolnshire
We where very impressed with James’s knowledge of the various pension schemes available which would suit our needs. James had endless patience, we asked him numerous questions and asked for recaps to help us make decision on the way forward … More →

Sue Mitchell, Lincolnshire
James listens very carefully to what we need to understand regarding our finances and breaks down the information into easy to understand segments! James is very quick to respond to any other questions posed to him via emails and is … More →

Keith Watts, Lincolnshire
Dear James, Just sending thanks for all your hard work looking after my pension fund and finding the best annuity for the money available. I found you very professional, but very friendly and approachable. I appreciated being able to e-mail … More →

Mick Thompson, Boston
I have worked with James on a number of occasions when he has assisted me with investments for clients. I have always found James to be extremely helpful, thorough, open and honest in his advice and he continues to impress … More →

Claire Parker, Solicitor – Wilkin Chapman LLP
James quickly puts people at ease, and explains thoroughly the reasoning behind any advice he gives his clients. I am completely satisfied with the work he has done on my behalf, and hope that we can work together for many … More →

Malcolm & Anita Spring, Heckington
My wife and I have been more than happy with the clear, logical and helpful advice you have given us.

Richard & Maggie Burns, Metheringham
I would like to express to you my thanks and satisfaction at the re-arranging you did for me with my investments, to make them more tax efficient and helping to mitigate the inheritance tax liability. The work was carried out … More →

Mary Peck, Sibsey
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