"Avoid at all costs - please do not use this company"

This company is/was also known as James Hay Partnership. A company that after nearly two years of messing our family around with my late Father's pension, is still no closer to getting anything sorted. Every time we phone we get told another form is in the post - someone has missed some details off - and every time we fill the forms out and send them back in. They obstruct any progress on the matter by telling everyone that they cannot tell each of us who is the culprit of said missing information. I now honestly think this company is a scam, or struggling financially (I wonder why the sudden name change..?!) - either way they have stolen hundreds of thousands of pounds and are not interested in giving it back.

"Call Handler"

This review is not about the company, but I wished to acknowledge and pay credit to an extremely helpful, knowledgeable and polite call handler called Elvan Scott.
Thank you

"DO NOT USE THIS COMPANY"

Would not recommend this company, would have given zero stars if I could.
My uncle set up a trustfund, he passed away in October 2022 and they have done every delaying tactic possible not the settle the claim.
We have completed all the forms which they then say they've not received when they were all sent together. They say they'll post out a new one, a week later, we're still waiting.
We made an official complaint which they upheld and offered compensation of £250.00 - a drop in the ocean to the trustfund but are still absolutely incompetent.
Next stage is to make a complaint to the Financial Ombudsman.
They're happy to take your money but don't want to give it back.

"Excellent customer support"

Had to contact James Hay as I had problems logging in to my on line account. Elvan Scott couldn't have been more patient and professional helping get back on line.

Thank you Elvan!

"Very efficient and polite customer service"

Recently had to contact customer services as I had problems with passwords on the new website. I spoke to Elvan Scott who was very polite and patient. She dealt with my problems very efficiently and waited while I tested the changes made.

"Great professional support:-)"

Great professional support:-)

"Locked account resolved…"

Fabian was really helpful in resolving quite difficult issues related to memorable questions I set up many years ago when opening an account with JH. The whole process to restore an access to my locked account was very professional and straightforward.

"Contacted James Hay last week as I’d…"

Contacted James Hay last week as I’d forgotten passwords. With help of Elvan, my access was restored. Very patient person, as one of my details was wrong, resulting in wrong answer given.

"I recently contacted James Hay and…"

I recently contacted James Hay and spoke to Elvan Scott. Elvan took the time to explain to me what I needed to do and even when we got cut-off she took the initiative and called me back so we could finish our conversation, saving me having to call back and explain the circumstance again.

Excellent customer service Elvan!

"David Boucher gave excellent service…"

David Boucher gave excellent service today and went above and beyond what I would normally expect.

Thank you David.

Mike O'Horan - Financial Strategies Limited.