540 reviews | 22 verified advisers
Review for Dave Jackson
What could they have done better?
I feel the service we have had has been first class. Nothing to report here.
What were the circumstances that caused you to initially look for a financial adviser?
To ensure our pensions and investments were being managed correctly.
How has Dave helped you?
We have been extremely pleased with the advice and guidance provided by Dave Jackson in relation to our pensions, investments and inheritance tax planning. From our first meeting, Dave has been professional, knowledgeable and approachable, taking the time to understand our circumstances, priorities and long-term objectives before making any recommendations. What we particularly value is Dave’s ability to explain what can sometimes feel like complicated financial matters in a clear and straightforward way. He has given us confidence that our pensions and investments are being managed appropriately, while also helping us understand the options available to us and the potential implications of different decisions. Dave has also provided valuable advice regarding inheritance tax, helping us consider how best to protect and preserve our assets for the future and for the benefit of our family. We have always felt that his advice is tailored to our individual circumstances rather than being a one-size-fits-all approach. Throughout our dealings with Dave, communication has been excellent. He is always patient, responsive and willing to answer our questions, giving us reassurance when we need it. We would have no hesitation in recommending Dave Jackson to anyone looking for professional, trustworthy and genuinely caring financial advice.
Have you seen the outcome you were hoping for?
I feel reassured that Dave Jackson is managing our respective portfolios.
Review for Dave Jackson
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Husbands retirement
How has Dave helped you?
Advised us on possibilities and investment
Have you seen the outcome you were hoping for?
Yes so far
Review for Matthew Testa
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Continuation of advisor support originally provided via my employer, but I am now retired.
How has Matthew helped you?
Provided effective pension and investment planning and review. Inheritance planning has also more recently been included. Also provided support in consideration of LPAs.
Have you seen the outcome you were hoping for?
Yes, in all aspects
Review for Matthew Testa
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
After receiving poor customer service from a well know high street building society .. I someone to take on my portfolio of investments who could offer a more personalised service ... I wanted to be treated as an individual not just a number
How has Matthew helped you?
Matt took a lot of time getting to know me ... understanding my level of risk with regards to investing... was never pushy and filled me with a lot of confidence ... I put my trust in him to make well informed decisions regarding my investments and pension funds He has fully explained everything in detail every step of the way ... and I always feel confident that he my best interests are at the heart of everything he does
Have you seen the outcome you were hoping for?
Yes definitely... my risk level is considered relatively low with regards to investing ... but I am still satisfied with the growth of my investment and pension portfolio
Review for Matthew Testa
What were the circumstances that caused you to initially look for a financial adviser?
Pension planning for retirement
How has Matthew helped you?
Yes with ongoing planning whilst retired.
Have you seen the outcome you were hoping for?
Yes, we retired as planned and 3 years later are very happy with the fund’s performance.
