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... See more
Company replied
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
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... See more
Company replied
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... See more
Company replied
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 mon... See more
Company replied
Company details
Written by the company
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.
Contact info
Suite 202 Warner House, SP1 3TB, Salisbury, United Kingdom
- 03455 212 414
- tellushowwedid@jameshay.co.uk
- www.jameshay.co.uk
4.3
Excellent
653 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Replied to 58% of negative reviews
Typically replies within 24 hours
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Elvani was very helpful and answered…
Elvani was very helpful and answered everything I needed. She was very patient and easy to speak with.
24 September 2025
Unprompted review
Reply from James Hay Partnership
Good afternoon,
We appreciate that you have taken the time to share your experience with us. We’re pleased to hear that Elvan was helpful. We will be sure to pass this feedback on to them.
Kind regards,
Tanya
Great service and support in changing…
Great service and support in changing my details given by Elvan Scott
24 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Alan,
Thank you for giving us a 5* review. It’s brilliant to hear that Elvan was great. Please be assured that I will share your positive feedback with them.
Kind regards,
Tanya
James Hay- Elvan Scott
Elvan Scott was not only very pleasant but also helpful and patient. Pleasure to deal with and reflects well on James Hay
17 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Tony,
Thank you for giving us a 5* review. We greatly appreciate the feedback you have provided. We appreciate you sharing that our handler was helpful and patient. We will make sure that Elvan receives this kind feedback.
Kind regards,
Tanya
Thanks to Kyean
Thanks to Kyean!
Great to speak to a human; not only knowledgeable, but friendly and efficient too... what a breath of fresh air dealing with a big financial services business.
23 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Michael,
Thank you for your kind words about the service that we have provided. We’re pleased to hear that Kyean was brilliant. We will be sure to pass this feedback on to them.
Kind regards,
Tanya
Thank you Raven
Thank you Raven, for all of your help to get my account back online.
23 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Michael,
Thank you very much for taking the time to provide us with a review based on your recent experience.
Raven will be pleased to hear that you found them to be helpful.
Kind regards,
Tanya
telephone query
Aaron could not have been more helpful-5 star service!
22 September 2025
Unprompted review
Reply from James Hay Partnership
Good morning,
We appreciate that you have taken the time to share your experience with us. Your feedback will be passed onto Aaron, we love to hear when our people have been helpful.
Kind regards,
Tanya
Excellent customer service from Elvan Scott at James Hayy…
I spoke with Elvan Scott at James Hay about an outstanding case. Elvan is very helpful and knowledgeable and was to provide me with an update on my case. Excellent customer service.
19 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Andrew,
Thank you for giving us a 5* review. We greatly appreciate the feedback you have provided. Elvan will be pleased to hear that you found them to be excellent.
Kind regards,
Tanya
Elvan Scott was super helpful
Elvan Scott was super helpful ! thank you ...
19 September 2025
Unprompted review
Reply from James Hay Partnership
Good morning,
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 Elvan was helpful. We will be sure to pass this feedback on to them.
Kind regards,
Tanya
Brilliant Shona Dobbie
James Hay are lucky enough to employ a truly brilliant lady called Shona Dobbie, whose customer experience skills are outstanding.
Shona listened carefully and pro-actively to the challenging situation I described, and then she took real ownership of all the problems.
Shona's communication skills are first rate...but more than that she is resolute, persistent, honest and kindly. Everything she promised to sort out..she did, and to a very high standard.
Thank you so much Shona - and to James Hay... I hope you realise and appreciate what a gem you have in this lady !
18 September 2025
Unprompted review
Reply from James Hay Partnership
Dear David,
Thank you for your kind words about the service that we have provided. We’re pleased to hear that Shona was brilliant. We will be sure to pass this feedback on to them.
Kind regards,
Tanya
Megan Alves was a great help in getting…
Megan Alves was a great help in getting information for a mutual client. Easy to use platform.
18 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Brian,
Thank you very much for taking the time to provide us with a review based on your recent experience. Megan will be pleased to hear that you found them to be great.
Kind regards,
Tanya
great service
Oli Hilton helped me. he was outstanding and very patient.
cannot recommend him enough.
18 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Michael,
Thank you for taking the time out to leave us this review.
We are happy to hear how patient you found Oli. We will be sure to pass on your kind words to him.
Kind regards
James H
Alex Copp was super helpful and…
Alex Copp was super helpful and assisted me with getting back into my account quickly and efficiently.
18 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Rachel,
Thank you very much for taking the time to provide us with a review based on your recent experience. Alex will be pleased to hear that you found them to be helpful.
Kind regards,
Tanya
Thank you
The pensions customer service team are fantastic. Nothing is too much trouble. Martyn Greig is the latest member of the team who has blown me away with his helpful and friendly assistance. Keep up the good work Martyn
18 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Gavin,
Thank you for giving us a 5* review. We greatly appreciate the feedback you have provided. Martyn will be pleased to hear that you found them to be helpful and friendly.
Kind regards,
Tanya
Elvan Scott was very helpful with all…
Elvan Scott was very helpful with all my queries
17 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Abbi,
We appreciate that you have taken the time to share your experience with us. Elvan will be pleased to hear that you found them to be helpful.
Kind regards,
Tanya
Excellent customer service from Fabian
Spoke with Fabian about a member SIPP transfer. From start to finish, Fabian expertly discussed the details of the case and resolved my query with clarity and professionalism. To avoid being left on hold for too long, Fabian called me back to provide the final answer to my query.
Thank you,
Shariz
17 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Shariz,
Thank you for leaving us a positive review. Your review helps us understand how we are doing at James Hay.
Your feedback will be passed onto Fabian, we love to hear when our people have been excellent.
Kind regards,
Tanya
I had queries about the charging…
I had queries about the charging structure of my SIPP and Fabian took the time to investigate these and explain my options and resolve the issue completely.
17 September 2025
Unprompted review
Reply from James Hay Partnership
Dear John,
Thank you very much for taking the time to provide us with a review based on your recent experience. We're pleased Fabian was able to help you with your queries.
Kind regards,
Tanya
Alex Copp…
Just had a conversation with Alex Copp regarding a problem with my email.
He totally understood my concerns and was extremely helpful.
He even talked me through the on line form.
Brilliant
17 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Mr Deakin,
Thank you for giving us a 5* review. We greatly appreciate the feedback you have provided. We’re pleased to hear that Alex was extremely helpful. We will be sure to pass this feedback on to him.
Kind regards,
Tanya
Very Professional
Calling regarding pension rules and drawdown. Lisa P from Ukraine was very clear, concise and helpful, thank you so much
17 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Tim,
Thank you for taking the time out to leave us such a great review,
We are so glad to head how helpful you found Lisa, and we will be sure to pass your kind words on to her.
Kind regards
James H
The professionalism and support…
The professionalism and support contrasts markedly with JHP competition and Arron was very helpful.
16 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Tom,
Thank you for taking the time out to leave us this review.
We really appreciate the feedback and we will be sure to pass on your comments to Aaron.
Kind regards
James H
pension benefit form query on behalf of a client
super help from Elvan Scott - very efficient & friendly in helping with enquiries
15 September 2025
Unprompted review
Reply from James Hay Partnership
Dear Kevin,
Thank you for taking the time out to leave us a 5 star review.
We will be sure to pass your kind words on to Elvan.
Kind regards
James H
The Trustpilot Experience
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.