Laurie, Lincoln

14 Jan 2019

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 clear guidance on structures of available investments to enable my circumstances and future needs to be accommodated.
What is your current situation? Have you seen the outcome you were hoping for?
Investments have been volatile over the past months so not in line with past performance but James has helped understand the reasons behind this short term movement.
What could they have done better?
We have been with James for only 7 months and in that short time he has been really helpful to both me and my wife who have separate pensions. We have not been with James for long enough to have had a yearly review but have had good interim contact.

A business built on Integrity & Quality

We believe trust is key to a prosperous relationship

Our mission

Introducing IQ Estate Planning

Let us help you with your Wills and Trust requirements

Read more


Helping you through the maze

So why choose us over the guys next door?

Why us?