Tunstall Financial Management - Lincoln

Kerry W.

James' advice and knowledge in the last 2 years have been invaluable both prior to, and following, my early retirement. He manages my financial affairs very efficiently to maximise the best outcome for me both now and in the long term. His home visits have been ideal, and he is always punctual and happy to explain issues in easy to understand terms. Any queries have been answered and actioned quickly. I am very happy to recommend James for his professional and personal service.

Clare L.

I was recommended Tunstall Financial advice by someone I trust and in turn I would highly recommend the firm. James was thorough, responsive and supportive, helping us to navigate an unusual pension predicament. James was generous with his time and suggested avenues for us to explore to resolve our issue. He kindly offered the first consultation free of charge. Amazing.

Lou

James explains everything in very clear language and breaks everything down into sections with options meaning I really understand it and therefore feel enabled to make good decisions.
James is very personable and super easy to talk to.
James responds to all my questions in really good time and does everything he says he will.
I feel much more comfortable now that I am more protected and have things in better order for the future.

Diane P.

I recently contacted James for advice regarding my finances. He was very helpful, professional and provided information and guidance relevant to my concerns. Thanks James for all your help.

Christopher M.

James was professional and helpful from the very start. Myself being quite cautious with taking such decisions was put at ease with how informative and easy going his approach is. Immediately James highlighted an aspect that saved us £Ks before we had even really accessed his services. Would definitely recommend and intend on touching base again in the near future.

Gary A.

I recently had the pleasure of working with James as my financial advisor, and I can confidently say that he exceeded my expectations. From the moment I met him, I knew I was in capable hands, and his expertise and professionalism truly stood out throughout our entire engagement.

James possesses an impressive depth of knowledge in the financial industry. He took the time to thoroughly understand my financial goals, listened attentively to my concerns, and tailored a comprehensive plan that aligned perfectly with my needs. His ability to explain complex financial concepts in a clear and concise manner was appreciated, making me feel empowered and well-informed throughout the entire process.

Not only is James incredibly knowledgeable, but he is also incredibly personable. He possesses excellent communication skills and a genuine passion for helping his clients achieve their financial goals. He actively listened to my concerns and answered all my questions with patience and clarity, ensuring that I felt comfortable and confident in my decisions.

Moreover, James demonstrated a remarkable level of responsiveness. He promptly returned my calls and emails, making me feel valued and respected as a client. His dedication to providing exceptional customer service is truly commendable, and it sets him apart from other financial advisors I have worked with in the past.

In conclusion, if you are seeking a financial advisor who is knowledgeable, trustworthy, and genuinely cares about your financial success, I wholeheartedly recommend James. His expertise, professionalism, and commitment to his clients are unparalleled. Trust me, you won't be disappointed.

Francesca J.

We would highly recommend James and Tunstall Financial Management. James took the time to explain everything very clearly. Not only has he sorted out savings and pensions but has advised us on our current life insurance and starting an income protection policy. James is easy to get in contact with and very responsive.

Jen N.

I'm so pleased that I found Tunstall Financial Management, which was a recommendation from a friend. James is highly professional, thorough, knows his stuff and is a lovely man to boot! He's very approachable and our conversations are always a pleasure. He took the time to understand what I want out of my investments and to make sure I understood exactly what he was planning on investing in and that I was conformable with it. He's also extremely patient with me and very understanding of my circumstances. I highly recommend James and Tunstall Financial Management.