"Efficient and helpful"

James Hay are always quite quick to answer the phone and compared to all other pension companies I deal with (as an IFA), the staff are very knowledgeable and usually have the answer. Dealing with Alex Copp today was a pleasure. He was polite, informative and solved the problem within a couple of minutes

"Pension Transfer"

Had a couple of queries about transferring a pension today, had a helpful conversation with Alex Copp, hopefully will be resolved soon.

"Elvan Scott- Highly Recommended!"

spoke to Elvan Scott re my account/Investments .. she was extremely helpful and took time to answer all my questions completely and professionally. I was very impressed - Highly recommended !

"Elvan Scott "

Elvan Scott was extremely helpful and ensured my issue was completely addressed

"Useless!!"

I'm gobsmacked at how inept this firm are. My father passed over in October 2024 and James Hay held a sizeable SIPP. My solicitors contacted them for certain information......not sure 8f their phones don't work or they don't have email but a response before Christmas then nothing. No statement sent out as my father had passed! Well someone is dealing with his estate....oh yes my solicitors asking for information that you have not seen fit to respond. You are dealing with people who are grieving and to ve honest your customer services needs an overhaul. Only now after a lengthy phone call this morning chasing have they decided to send the paperwork over to my solicitor. I m9st certainly will not be reinvesting my inheritance with this company....forgot, all the while its in your account and not mine it earns you interest. I will be on the case daily to try and get this sorted out but feel this is not something I should be doing whilst greiving a parent.

"Had a very informative call with Alex…"

Had a very informative call with Alex Copp today and will be following up to expore options with James Hay partnership. Thanks to Alex for talking me through what i need to do to get started. Very pleasant to deal with and encouraging!

"Inept, arrogant and untrustworthy"

James Hay are probably the worst financial company I have used. Their website is out-dated, inefficient and difficult to use (though it is now being rebranded as 'Nucleus'. I wonder why?).

Their extremely high SIPP charges have almost doubled in the past year and I have now left them for Interactive Investor who charge a fraction of what James Hay do - and for a more efficient, user-friendly, comprehensive service too.

James Hay's own 'service' was non-existent. When charges were due, instead of notifying me or invoicing me, they instead instructed my trading platform to sell MY shares to cover them - without my knowledge or agreement. There was no record of these charges in my James Hay account nor was any advice or invoice ever provided. I only discovered these sales in retrospect when I noticed that some of my shares had gone 'missing'. They were missing because James Hay had caused them to be sold without my knowledge or agreement - this also caused further losses in my dividend receipts because shares had been sold.

When I discovered this and initiated the transfer of my account to Interactive Investor, James Hay told me the transfer would take 30-40 days as "your portfolio is currently invested in assets". This was totally untrue as I had already converted all assets to cash to avoid that very situation. When I phoned to query this timeline, I was told that my cash had only been received that very day, despite the fact that I already had an email from James Hay saying that it had been received the previous week.

Thankfully, I will never have to have any dealings with this inept, arrogant and untrustworthy company ever again. I regret I did not transfer away from them sooner.

"Excellent support and help"

Excellent support and help from a very good, friendly and professional person. Elvan was kind and patient and fully explained each step that i needed to take. I am very impressed! and thank you.

"Efficient and friendly help from Sophie…"

Efficient and friendly help from Sophie Dillon.
I haven't called JH for quite a while, but was amazed at their response of call, plus the very helpful patient help from Sophie. I had many details i required to get full details on our clients Pension Drawdown account. The ones not provided over the phone have also been noted to send within 5 working days, which is a really good timescale. Thanks Sophie. Tom Rolls, Paraplanner.

"ELVAN SCOTT"

Elvan Scott had lots of patients with me today and helped me get along with my computer problems,
Well done Elvan ,
Best wishes and thanks for your patience