"5 stars awarded to Chris Kwapisz - Great customer service"

I had been struggling to obtain information for months, each time I was given the incorrect information or no one would even look at the information. When I spoke to Chris Kwapisz, he made sure to do everything he could to get to the bottom of the issue. I called to put in a formal complaint, however Chris Kwapisz's determination to help on a rather complicated issue, meant that all the information I needed at that stage was found and I no longer needed to submit a formal complaint. Absolutely fantastic work and I hope his hard work, dedication, perseverance, and great communication skills are appreciated and rewarded by JH.

"Problem with money transfer"

I had a problem with a transfer of money from my advisor to James Hay. They had not put any reference on the transfer so it could not be allocated to my account which needed the money for my next pension payment. David Boucher was very polite, helpful and knowledgeable. He quickly found my money in a pending account and made sure it went into my account.

"Raven Lyness was extremely personable…"

Raven Lyness was extremely personable and provided excellent customer service. Raven was very efficient and helped me get the information I needed for my client.

"NB 5Stars Awarded to Individual - Not JH in General. i.e Thank Heavens for Karris (Karis?)"

Having suffered endless delays and false promises of 'escalation' to us & to the transferring scheme, I managed to speak to Karris McIntyre on Friday 12.1.2024. Having explained the situation. She not only assured me that a) she would get this sorted (giving details of what she was going to do to achieve this) and b) promised to call me the next working day (Monday 15th Jan), but actually did so, with the final information, arriving at the transferring scheme that same day.
Thank you Karris. (Karis?)

"I needed some assistance to access my SIPP"

I needed some assistance to access my James Hay SIPP and spoke with Ajiri Efeturi. He was extremely helpful and I was able to do the désired transaction. Great attention to detail, professional and polite.

Also, it is so good to be able to get through quickly to a real human in order to discuss an issue.

"Tracie was very helpful"

Tracie was very pleasant, knowledgeable and helpful.
Thank you.

"Very helpful"

The young lady I spoke to was most helpful, she explained everything clearly & was very patient, she even volunteered to stay on the line while I did what was necessary

"Knowledgeable, helpful and a pleasure to deal with."

I rang with a query regarding my payment and spoke to David Boucher.

David was extremely helpful and professional throughout the call and helped me to achieve the result I was looking for.

If only everyone was so helpful and knowledgeable to deal with then telephone conversations would be so much better.

Thank you David, I fully recommend you and James Hay to others.

"A postive experience"

I contact James Hay on the 10th January 2024 and spoke with a Elvan Scott. I was new to using the James Hay Platform and Evan was very friendly, knowledgeable and helpful. Elvan guided me through the process to retrieved the information I required very efficiently.

"Pension drawdown"

I contacted James Hay to access my tax free allowance from the uncrystallised portion of my SIPP. I spoke with Declan Pointon regarding the process and form to complete. Declan was very helpful answering all my questions and offering clear advice on how to proceed including immediate dates of importance. I am very pleased with James Hay and the support given.