James Hay Partnership Recenzje 

652
Wynik TrustScore: 4.5 na 5

4,3

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Zobacz, co mówią recenzenci

Oceniono na 2 z 5

Terrible organisation. Unresponsive. Slow. Hide behind their new platform. I am moving my large pension away from them because of loss of trust and how poor they have been handling basic things like p... Zobacz więcej

Oceniono na 5 z 5

My father is very old now and I am helping him with his financial administration. He and I together sought help from James Hay with his investments. I have never known better help anywhere, for an... Zobacz więcej

Reakcja na opinię

Oceniono na 5 z 5

A charming and patient young man asssisted me in negotiating your website and finding the correct from I will need to complete. He even waited patiently while I found the correct way to print the... Zobacz więcej

Reakcja na opinię

Oceniono na 5 z 5

Lisa at James Hay was extremely knowledgeable and fantastically patient in familiarising me with the online portal and kindly explaining (more than once!) all aspects of the SIPP which had been passed... Zobacz więcej

Reakcja na opinię

Informacje dotyczące firmy

  1. Biuro emerytalne

Napisane przez firmę

The retirement wealth planning investment platform and home of the Modular approach to investing through the Modular iPlan, Modular iSIPP, Modular GIA and Modular ISA. As one of the UK’s first SIPP providers, we have developed a secure platform with a flexible proposition for you to manage your clients' investments all in one place - The Modular iPlan. We pride ourselves on our wealth of experience and our innovative approach to retirement wealth planning. That is why we are trusted by over 57,000 investors. We understand that things like personal circumstances, life altering events, or health can sometimes mean our customers need some extra support from us. For more information on the support we can provide please visit https://nucleusfinancial.com/supporting-customers or speak to one of our team.


Dane kontaktowe

4,3

Doskonała

Wynik TrustScore: 4.5 na 5

652 recenzji

5 gwiazdek
4 gwiazdki
3 gwiazdki
2 gwiazdki
1 gwiazdka

W ostatnim czasie nie zapraszano do recenzowania

Ta firma nie zapraszała ostatnio swoich klientów do recenzowania, dlatego recenzje mogą nie być w pełni reprezentatywne

Odpowiada na 60% z negatywnych recenzji

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4,3

Wszystkie recenzje

(652)

Liczba recenzji w ciągu ostatnich 12 miesięcy: 208

Napisz recenzję
Firmy korzystające z platformy Trustpilot nie mogą oferować żadnych zachęt ani płacić za ukrywanie recenzji. Recenzje są opiniami poszczególnych użytkowników, a nie platformy Trustpilot. Dowiedz się więcej

Oceniono na 5 z 5

Telephone Assistance concerning date of…


Telephone Assistance concerning date of pension payment.

Kate was so courteous and pleasant to chat with. She achieved what I had been seeking for a few days and calls to James Hay previously. I am so grateful.

Desmond Hutchinson.

29 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Mr Hutchinson,

Thank you so much for taking the time out to leave us this 5 star review. We are so happy to hear how pleasant you found talking to Kate.

Please get in touch if we can assist you with anything else.

Kind regards

James H

Oceniono na 1 z 5

The lad on the phone was fantastic and…

The lad on the phone was fantastic and gets a 5 star rating but the trouble is that i should have to call him at all! The website system with EQi (who ever thought of that name needs an award) and James hay and ll the other stuff with different account numbers, the log in tab from the internet search engine doesnt connect you properly etc etc etc.
I summary Jake Spencer was fantastic and very patient with me (bearing in mind that most people using this dreadful website portal wont be young and capable, let alone interested in the technical jargon and silly ness). The website set up and all the rest is dreadful. Its just GLUE, the whole thing!!!

28 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Mr Margetts,

Thank you for taking the time to share your feedback. We’re very pleased to hear that Jake provided fantastic support and was able to assist you. Your kind comments will be passed on to him and his manager.

We are sorry to hear about the difficulties you experienced with the website and login process. Your feedback is valuable, and we will ensure it is shared with the relevant teams. We are currently reviewing our online portal to make the experience clearer and more user-friendly for our clients, and your comments will help inform those improvements.

If you continue to experience any issues or would like any further support from Jake or a member of our Contact Centre team, please don’t hesitate to get in touch.

Thank you again for your honesty and patience.

Kind regards
James H

Oceniono na 5 z 5

Great Customer Service Call

Great Customer Service Call
I spoke with Elvan Scott, who was very helpful, professional and patient. Her explanations were very clear and detailed.
It was such a joy to speak with someone who went beyond to assist me with my query.
Thank you Elvan

28 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Justine,

Thank you for this 5 star review, we are so happy to hear how professional and patient you found Elvan, and we will be sure to pass your compliments on to her.

Kind regards

James H

Oceniono na 5 z 5

The service received by Lucy Walker…

The service received by Lucy Walker were truly outstanding. She is an absolute pleasure to deal with and makes everything so easy....Thanks Lucy for always being epic! x

28 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Raymond,

Thank you for taking the time out to leave us this review.

We are so pleased to hear how pleasurable you found Lucie, and we will be sure to pass your kind words on to her.

Kind regards

James H

Oceniono na 5 z 5

Refreshing to find a company who takes customer experience seriously

Contacted JH as had a query regarding drawdown from my SIPP. Had the pleasure of speaking with Thomas Bruen who combined friendliness, professionalism and knowledge in equal quantities to answer my question. I was so impressed I asked whether he would mind helping me with another query and he took the time to talk me through how to navigate various screens. First class service all round.

27 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Mr Blackman,

Thank you so much for leaving us this review.

We are so happy to hear how pleasurable you found speaking to Thomas, and we will be sure to tell him about these compliments.

Kind regards

James H

Oceniono na 5 z 5

I've been dealing directly with James…

I've been dealing directly with James hay for probably two years having decided not to renew my association with my financial adviser as it seemed my pension wasn't really achieving much growth and yet fees were taken out regardless . Now being able to access my pension on line I can see exactly what is happening literally on z daily basis if needed . If I have a question about anything to do with the pension to ring them up is an absolute pleasure , the will ring you get a simple answering service to give you options of what department to get to then when done you will have a very professional person pick up to help you within three or four rings . In my mind a fantastic service , I've just to of the phone and felt compelled to leave a review which I don't do very often and again I was helped by an extremely professional man called Ben Ashfield who sorted my request out quickly and very thoughtful and how nice to deal with a company who's customer helpline is based in this country .

27 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Mr Brookes,

Thank you so much for taking the time out to leave us this 5 star review.

We are so happy to hear about the service you received from Ben, and we will be sure to pass on these kind words to him and his manager.

Kind regards

James H

Oceniono na 5 z 5

Lucie Walker very efficient

I rang several times for advice as I was cashing in my SIPP and got a different person each time who said they would ring me back or whatever and never did. However I eventually spoke to Lucie Walker who was very efficient and knew exactly what she was talking about. Gave me good advice, etc etc. I was impressed.

3 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Nicola,

Thank you for taking the time out to leave us this review.

We are so happy to hear how efficient you found Lucie, and we will be sure to pass your kind words on to her.

Kind regards

James H

Oceniono na 5 z 5

Spoke to Alex Copp at James Hay

Spoke to Alex Copp at James Hay, he was extremely helpful and professional in his approach, my query was handled efficiently and I am very satisfied with the staff member and James Hay as a whole.

24 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Donna,

Thank you for taking the time out to leave us this review.

We will be sure to pass your kind words on to Alex.

Kind regards

James H

Oceniono na 5 z 5

Telephone Call

My call was answered promptly by Alex Copp. I found Alex to be very clearly spoken, courteous and had a caring and understanding approach to my query.

Give yourself a pat on the back Alex :)

24 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Alison,

Thank you for taking the time to leave us this review.

We will be sure to pass your kind words on to Alex, it is fantastic to hear how Alex dealt with your query.

Kind regards

Zoe

Oceniono na 5 z 5

Elvan Scott was incredibly helpful

Elvan Scott was incredibly helpful - patient clear and generous with her time. I was able to make alot of progress.

20 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Neil, Thank you for your kind words about the service that we have provided. Elvan will be pleased to hear that you found them to be incredibly helpful - patient clear and generous with her time. Kind regards, Jennie

Oceniono na 5 z 5

Immediate, friendly and professional telephone help

I have consistently had immediate, friendly and professional telephone help with technical questions relating to my SIPP pension from the helpdesk over a number of years.

On this occasion, Alex Copp deserves particular praise for this. His knowledge of the complex issues and how to use their system is exceptional.

17 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear John, Thank you very much for your kind review. We really appreciate you taking the time to let us know about your experience with James Hay. Your feedback will be passed onto Alex, we love to hear when our people have been friendly and professional . Kind regards, Jennie

Oceniono na 5 z 5

Great customer service and knowledge…

Great customer service and knowledge from Thomas Bruen

16 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Mike, Thank you very much for your kind review. We really appreciate you taking the time to let us know about your experience with James Hay. Thomas will be pleased to hear that you felt they provided great customer service and knowledge . Kind regards, Jennie

Oceniono na 5 z 5

Shona answered my call in a timely…

Shona answered my call in a timely manner was very professional and understood my requirements. As such, I did ask her to initiate the review process unprompted.
I do hope the “re-booting” of the new online platform is up and efficiently running by December 2025, Mark Thomas

17 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Mark, Thank you very much for taking the time to provide us with a review based on your recent experience. We’re pleased to hear that Shona was able to answer your queries in a timely and professional manner. We will be sure to pass this feedback on to them. Kind regards, Jennie

Oceniono na 5 z 5

Helpful assistance

I had very helpful assistance today in applying for the payment of my tax-free lump sum.

17 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Good morning. Thank you for giving us a 5* review. We greatly appreciate the feedback you have provided. I will pass this onto the team. Kind regards Jennie

Oceniono na 5 z 5

Sophie Dillion - Fantastic Customer Service

Spoke to Sophie Dillion, and she was incredibly informative and helpful. Some of the best customer service I have experienced and she answered all my queries.

17 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Robert,

Thank you for taking the time out to leave us this review.

We are so pleased to hear how helpful and informative you found Sophie, and she will be thrilled with these compliments.

Please get in touch if we can assist with anything else.

Kind regards

James H

Oceniono na 5 z 5

Reassurance provided perfectly.

As the website is undergoing maintenance today I rang Alex Copp and he checked all the "back office" systems to validate my request had been actioned. I was reassured by the competence and diligence displayed, thank you.

16 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Good morning,

Thank you for taking the time out to leave us a 5 star review.

Please get in touch if we can assist with anything else.

Kind regards

James H

Oceniono na 5 z 5

Very good efficient service over the…

Very good efficient service over the phone. In my first call the JH staffer was very helpful unfortunately I forget his name. Ending the call I realised I still had another final question. Called again and this time it was another member of staff Alex Copp. Very helpful as well, concise and clear.
Thank you

16 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Paresh,

Thank you for taking the time to leave us this review.

We have looked into your first call, and we are happy to hear how helpful you found Stephen and Alex.

We will be sure to pass your kind words on to them both.

Kind regards

James H

Oceniono na 5 z 5

I was assisted by Kate Pettman

I was assisted by Kate Pettman. She dealt with my enquiry promptly and efficiently and provided the information and documentation needed.

16 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Bernard,

Thanks fort taking the time to write us this 5 star review. We are happy to hear how efficient you found Kate.

Kind regards

James H

Oceniono na 5 z 5

Excellent customer service

I spoke to Thomas this morning about an issue and he was excellent. Very polite, efficient and dealt with my enquiry very professionally. I would highly recommend them.

16 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Good afternoon,

Thank you for leaving us this 5 star review.

We are so glad to hear how polite and efficient you found Thomas, and we will be sure to pass on your kind words to him.

Kind regards

James H

Oceniono na 5 z 5

Helpful and quick response

The wait on the James Hay customer service line is always short. On today's call Lucie Walker was very helpful and was quick to answer all my questions. Thank you.

15 października 2025
Opinia niezależna
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Odpowiedź od James Hay Partnership

Dear Alan,

Thank you for the 5 star review. We are pleased to hear how helpful you found Lucie, and we will be sure to pass your compliments on.

Kind regards

James H

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