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
Blog
James understood our requirements well, and presented a professional recommendation. He then spent time discussing this with us and answering our many questions.
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.
Gave good advice that I acted upon. Explanations where clear and understandable.
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
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
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
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
My wife and I have been more than happy with the clear, logical and helpful advice you have given us.
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
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
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