James Hay Partnership Reviews 

spoke to David Hill, very helpful.

Alex Copp was extremely helpful and professional. I felt like his listened to my queries and wanted to help.
If only the world could hire more Alex's for customer service roles.

Smooth and efficient process to sort out my issues. 5 stars to Elvan Scott who helped me through that.

Just dealt with Louis King over an urgent pension withdrawal - what a gentleman. Professional, helpful, patient what a credit to James Hay he is. He took the time out to guide me through the ridiculously complicated process. Thanks again Louis you are a star.

Outstanding support and friendly adviser

Fabian at James Hay was very helpful when I called. He was quick and knowledgeable, and provided me with a prompt, clear answer to my enquiry.

I have repeatedly asked to have a password for online banking to be given to me over the phone. (We live quite remotely and out postbox is at the end of a drive. I did not want a security code being left in that box and its not reliable. Simple request please could i have this given to me by any other means.......NO.....JH we can set up a zoom meeting but this is not something we would normally do and could take some time to get into place...4 months has gone and nothing..no effort to help me gain access to my account...no communication from customer care or support ......nothing....why as customers is the onus on us to get in contact with you....

Elvan Scott was super - thank you so much! Very helpful and thorough, and very patient!

I. made a blunder on my pension administered by James Hay; however, I was fortunate enough to end up with Shilpi. She was much more efficient than anyone else I have been in contact with in recent months concerning financial matters. Shilpi advised, called me checking on progress of my receipt of funds and could not have been more helpful if she tried. Please clone Shilpi and send some of her clones to the following financial institutions ........ ! Better not?

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 onto me after my husband died. When there were further queries, she advised me that she didn't want to keep me placed on telephone hold. She would call me back later in the day. She called me back within 10 minutes, which I found so very reassuring. I truly appreciate all of Lisa's empathetic care.

Great help from Alex Copp today re my investment, very clear and professional , much appreciated

I recently spoke with Raven Lyness who has excellent product knowledge and quickly identified the information I required, she has an excellent phone manner which is courteous & friendly. Kind Thanks - Darren @ Quilter Cheviot

I am having a really painful experience with James Hay when trying to transfer out to another provider. At every attempt by the new provider to move the transfer process forward there has been a problem at the James Hay end, and it is now nearly a year since I tried to start the process. I appreciate that the incumbent provider needs to make checks before transferring out your funds, but you know when you get the feeling that they are deliberately attempting to delay the process to hold onto your assets? It feels like this! I would say don't use James Hay if you think that there is ever the possibility that you might want to move to another provider (which I am doing because they massively hiked their fees under the guise of a simplification of the charging structure and providing a better platform and described it as "great news"!)

Great knowledge and understanding of situation. Talked to Elvan on the phone and she was very informative with plenty of helpful suggestions and pointers to enable the best decisions.

I had what I felt to be a quite complicated query with James Hay and was assisted by phone by Yelsavetta.
I was impressed by her knowledge, patience and very helpful attitude. It took several calls to resolve the issues but Yelsavetta just stuck with it until it was done. Well done!

A transfer of my investments to another provider has taken months and is still incomplete. They have already compensated me about a month or more ago for the delay, but unbelievably the transfer is still incomplete. I regard it as incompetent.
Since posting the above review I have received a response from James Hay saying they will escalate the process and the delay is because it is reliant on third parties one fund manager has to transfer the fund to another . It is a pity they do not deal with the transfer of investments as quickly as the transfer process started a year ago. This process began a year ago, am i really expected to believe it can take this long - pathetic.

Had a problem which was immediately dealt with by Alex Copp. Not their fault - but mine.
Fantastic service. Been with them for years. Performed well for me.
Would recommend.

I am not too familiar with using the James Hay online platform. I spoke with Alex Copp over the phone who helped me navigate the system. He was very helpful and was able to assist with all my queries.

Had an Excellent customer service from Elvan Scott who is working in the pension dept at James Hay who guided me through the James Hay platform.

Being of a certain age ,Computers can be daunting
Having a friendly , helpful voice on the telephone and I would like to thank Elvan Scott for being that person today.