On the ball with financial advice
We were recommended to James when we retired and moved to Coventry and bought a house without a mortgage, we were looking to take care of our assets.
James always involved us both in the planning process and we felt he was always helpful and on the ball, we even think of James as a friend now and would happily recommend him to friends and family.
John and Kate Purcell, Coventry
Excellent service, nothing to be improved!
“We found Morley James by searching on the internet, they contacted me within a day. I met with James Morley, it was an excellent first encounter. James came across as interested and actually advised not smoke and mirrors 5/5!.
We were both involved in the planning stage
James went through a load of services provided though once we established the base line actually mentioned that we have to focus on the immediate and can always come back to other opportunities at a later date. James was relaxed and actually asked some rather simple but pertinent questions no other adviser seems to ask. I felt James really understood our needs, he outlined the need for both myself and my wife to be present if we went beyond the initial meeting, this gave me the confidence that there was no hidden agenda.
We were offered solutions that met our needs
James Morley form Morley James offered us options and solutions that met our needs and objectives. He outlined several options and scenarios though, without the required information it was not possible to determine a definitive solution. So we explored at the high level options. We were able to outline a strategy and back up options with a view to collating the necessary information to determine the appropriate products and solutions we required to meet our needs.
We felt valued
James seemed interested compared to other advisers we had recently approached. I got a very comfortable feeling that I was a valued client and while it will be a “win win” scenario financially, it did not come across like that.
MJAM were very attentive towards us and professional. A feeling of how can we help rather than. Oh no not again. They were very clear in determining and explaing any risks. I have been very happy with the attention and service and don't feel there is anything they could change to improve their service.
Alan Martin, Birmingham
We would recommend (and already have) Morley James to our friends
James Morley from Morley James, met us, identified our current status and explored future potential. We were satisfied with the outcome, we had a free introductory meeting and felt unpressured to follow through with his advice.
James Morley engaged us both in the planning process, the products we purchased are now being used to their full potential plus we have an open window to make any changes or ask questions.
We would recommend Morley James Asset Management to friends, family and colleagues, in fact we already have.
Mr & Mrs Lavin, Solihull
Excellent Customer Service
I contacted MJAM to consolidate all of my existing pension pots, I found Morley james far more approachable tha other advisers I had spoken to and provided me with everything I needed to make my decision. I felt that James Morley form Morley James explained all the risks involved. I feel more in control of my finances, I can check whenever i need to and it's all in one place. There's nothing that I can think of to improve Morley James's service.
Martin Rose, Birmingham