Kevin Jarvis, Lincoln

14 Jan 2019
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 will eventually retire.
How did James Espin help you?
James assisted in reviewing my plans with a professional eye. He helped tweak the plans and then acted in his professional capacity to facilitate the requirements. Being a complicated arrangement there were some issues with timings with the other parties involved that he also worked to resolve and expedite.
What is your current situation?
Have you seen the outcome you were hoping for?All matters were concluded successfully and in reasonable time.
What could they have done better?
James was always courteous, professional and pleasant to talk with. He was always available to talk and returned all calls promptly. In the particular area in which I needed some more specialised information he quickly recognised the need and conducted the investigations required to be able to provide a timely response. I do not believe there was anything more he could have done to improve other than perhaps defer his reasonable fee!

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