Blog

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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.

James service was exemplary and for us he could not have improved.

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 →