Testimonials

What do our clients say about us?

I was looking to buy a new home but felt overwhelmed by all the paper work and processes involved. I run a small business and my time is heavily limited and as such the thought of having to meet bank managers and fill in lengthy forms just wasn't going to be possible. Coupled in with the solicitors and everything else that comes with buying a new home I just felt that I may have to kick the can down the road for yet another year....until I was introduced to Daniel Harris for James & co.

Daniel took all the stress and effort out of the process. It was a breeze, really it was. Daniel came to my place of work and took control of everything. Daniel explained everything to me in very easy to understand terms and allowed me to keep an existing property and go on to buy my beautiful family home (which we adore) I am now looking to add another property to my portfolio and Daniel will be my first port of call when it comes to sourcing and arranging my mortgage. Daniel is whole of market so I never felt pushed into one mortgage provider, to the contrary, Daniel laid out my options including to for and against arguments in every case. I really cannot endorse James & co enough. They really have made my dreams come true!

M.Smith, Tunbridge Wells

I was introduced to James and Co. Wealth Management Ltd. some years ago and I have experienced very good service from them. Grant Miles responds quickly to emails, giving wise advice, having listened to my views on how I wish to investment my money. Sue Harris is efficient in administration and has graciously helped me on many occasions with my lack of technical knowledge. My portfolio has increased very well and I look forward to my investments increasing in value as we continue working together.

P.C, London

We have used the services of James & Co for many years. They are always professional and provide valuable advice and guidance with all investment matters. We have seen significant growth with our investments due to their diligence and experience. Although money markets are volatile, James & co can be trusted to help you make the right decisions according to your own personal needs.

Lynn Scott, Burnham on Crouch

I have pleasure in recommending Grant Miles of James & Co. He has managed investments and pensions over three generations for my family and has always provided a professional and friendly service.

Diane Plumb, Ferndown

My request to Daniel Harris was to find me funds to remortgage two of my properties, in order to raise money to purchase another, to live in. Dan listened and understood my financial needs, researched the possibilities and came up with the goods swiftly. Although the mortgage companies contacted me, Dan was able to deal with them directly which helped me considerably. Dan is very professional, responds to emails and telephone calls speedily, takes on all tasks so the client is fully supported in the mortgaging process. I look forward to my annual ‘mortgage update’ conversation with him next year.

P.C, London, Testimonial 2

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