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Review of the James Hay Partnership, Financial Advisers:

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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 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

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