Smart Money People Logo
Go to business site
Share this page
Link copied

James Hay Partnership: Financial Advisers reviews

View other James Hay Partnership products
1.42
Based on 21 reviews, last reviewed 9th Nov 2025
No new 5 star reviews
in the past 90 days
No new 1 star reviews
in the past 90 days
See only 5 star reviews
10%
See only 4 star reviews
5%
3 star
See only 3 star reviews
0%
2 star
See only 2 star reviews
0%
See only 1 star reviews
85%

Latest highest rating:

5

Easy access to up to date information Easy access to up to date information Reviewed on: 24th May 2024
mjh2j@outlook.com's avatar
[email protected]

Latest lowest rating:

1

A very stressful experience. A very stressful experience. Due to me wanting to transfer my SIPP to another provider I have had to encounter James Hay as they act as "Trustees" on ... Read more Reviewed on: 9th November 2025
MRP's avatar
MRP
Read all reviews Write a review

About this product

Read or write James Hay Partnership financial adviser reviews on Smart Money People, where consumers like you come to leave your reviews and help others people looking to find great financial advisers. If you've experienced the service the James Hay Partnership offers, then please consider posting a review today.

Review James Hay Partnership: Financial Advisers now

Help others make smarter decisions by sharing your own experience.
Give a 1 star rating Give a 2 star rating Give a 3 star rating Give a 4 star rating Give a 5 star rating
Write a review

James Hay Partnership Financial Advisers reviews (21)

A very stressful experience.

1
A very stressful experience. Due to me wanting to transfer my SIPP to another provider I have had to encounter James Hay as they act as "Trustees" on behalf of my original SIPP Investment Fund company. The whole transfer experience with James Hay has been a huge stressful nightmare, as depending on who you communicate with you end up being told a wildly different story, for example: "Funds will be transferred to your new provider soon", "Actually the transfer will take at least 20 days", "Actually, we are still waiting for the funds from your original provider". Consequently I've had to commit much personal time and effort in an attempt to try and clarify the true status. I thought I was finally making some progress, having recently received an email saying the funds had been transferred to my new provider, only to receive this weekend a letter stating that the transfer was still ongoing and will probably take another 30 - 40 days to complete. And the real status actually is? No idea, now totally exhausted by the whole process... Reviewed on: 9th November 2025
MRP's avatar
MRP

Awful to deal with

1
Awful to deal with impossible to get them to release your own funds put barriers up at every opportunity and total lack of communication Reviewed on: 1st August 2025
Henry L's avatar
Henry L

Easy access to up to date information

5
Easy access to up to date information Reviewed on: 24th May 2024
mjh2j@outlook.com's avatar
[email protected]

Maybe 20 mistakes of negligence, .

1
I didn't think that its possible that such terrible company exists in developed country. Total nightmare. Imagine there is cash sitting with Investments manager....I asked JHP my pension admin to transfer my cash to the New admin. 5 months after my request its not done. I sent maybe 50 emails, after three months they decided to send me to special training, because of....me being a high risk (just made it up)...one month lost, than they supposedly send a transfer request (VIA regular mail) .....and never checked on this....never called anybody....despite 5 emails from me. Thus far I lost 20000 USD riskless because of that. I stilll dont believe that its possible for the company like this to exist in this world. If you had similar problems with JHP please contact me at [email protected]. I want to raise case with the regulator FCA. If there will be more of us we might be able to enforce some od our rights. Reviewed on: 28th February 2024
Lech Panowicz's avatar
Lech Panowicz

NEVER trust these people with anyone's money

1
JH - and their cohorts, CBRE - have destroyed our pension and allowed someone to stay in our two industrial units RENT FREE for 7 years. Also RATE FREE on one of the units. Apparently everything is my fault. Zero help, guidance. Their "Formal Complaint" procedure is a joke. My IFA couldn't get them to sort anything and nor could my lawyer. The IFA said "Go loud" so this is the start of it. Reviewed on: 10th August 2023
David Martin's avatar
David Martin

Worst company I have ever dealt with

1
Truly appalling company, non existent customer service, mistake after mistake, non communicative. Lets all keep complaining to financial ombudsman and hopefully they will be struck off Reviewed on: 25th February 2023
Rob Senna's avatar
Rob Senna

IPS Pension Builder SIPP Deceased Widow Claim

1
James Hay have taken 9 months to disinvest and told me a few days before how much i would receive in writing for the pension. They then steal £3000.00 from the total.. This is going further!!! Reviewed on: 29th March 2022
Linda Newlyn's avatar
Linda Newlyn

Don't trust James Hay with your SIPP!

1
I would strongly recommend anyone choosing a SIPP provider looks through the reviews here, because I can see many others have had all the same sorts of problems we have had with James Hay – a lazy and incompetent company that seem to take full advantage of the difficulties any customers will have in moving to another provider. Even the Chief Executive, Richard Rowney cannot be bothered to get his staff to respond to complaints. We chose a SIPP to purchase commercial property for our pension income with a different company that were good, then unfortunately for us, James Hay purchased this company. We kept a large sum of money in cash to purchase an industrial unit, but James Hay made us jump through so many hoops before they would even instruct a solicitor (including insisting on surveys and a valuation) that the vendor lost confidence and sold to someone else. Even when James Hay finally had instructed the solicitor - the instruction was to pay three times the sum agreed to purchase the building! The result is we lost £6,000 in costs and James Hay did not bother to even reply to our complaint in the statutory 8 weeks. Reviewed on: 9th February 2022
Mark Searles's avatar
Mark Searles

Absolutely pathetic in every way.

1
Been with this lot for over 20’ years with a sipp and is the worst decision I ever made. The staff are horrible to deal with they operate unprofessionally and fee you to death. Reviewed on: 5th August 2021
Stephen Broadley's avatar
Stephen Broadley

Platform only

4
I use James Hay's platform for my SIPP and a separate financial advisor. The platform itself is ok but seems somewhat outdated and there is no app to use on either a desktop or mobile/tablet. Reviewed on: 9th April 2021
Hugo's avatar
Hugo

Review James Hay Partnership: Financial Advisers now

Help others make smarter decisions by sharing your own experience.
Give a 1 star rating Give a 2 star rating Give a 3 star rating Give a 4 star rating Give a 5 star rating
Write a review
Are you a business? Get insights, reply to reviews, invite customers and understand their needs

Join Smart Money People

Keep up to date on ratings of your favourite businesses. Find out about our awards and write new reviews with ease

Create an account
Man on beach

News, guides and insight from our team

View resource hub
UK money news stories - 24 July 2024
UK money news stories - 24 July 2024
24th July 2024
Posted in Money Talks by Errolyn Smith
Your Money, Your Voice: Have your say
Your Money, Your Voice: Have your say
24th July 2024
Posted in Our insights by Errolyn Smith
Our latest research - customers see little impact of FCA's Consumer Duty one year on
Our latest research - customers see little impact of FCA's Consumer Duty one year on
24th July 2024
Posted in Our insights by Darryl Barkwill
Consumer credit awards winners 2024
Consumer credit awards winners 2024
11th July 2024
Posted in Awards by Darryl Barkwill