140 reviews | 1 verified advisers
Review for Jamie Jacobs
What could they have done better?
Nothing that I am aware of
What were the circumstances that caused you to initially look for a financial adviser?
My wife did not think I was capable of making good investment choices, and friends recommended Ifamax, and so we met Jamie, and handed over my responsibilities
How has Jamie helped you?
By securing our investments, offering us advice on care costs, demonstrating that they are likely to be manageable, and advising us on pension plans
Have you seen the outcome you were hoping for?
Yes
Review for Jamie Jacobs
What could they have done better?
Absolutely nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Following the passing of my husband I was in need of someone who I could trust with my finances to help guide me through both those initial stages and for the rest of my life.
How has Jamie helped you?
Jamie was initially a great support to me when my husband passed away as he helped me navigate my way through our cash, investments and various policies. He did a great job of simplifying these, with clear and understandable advice, all with a human touch. Since then, he has become more of a friend than a financial adviser and it gives me great comfort that I can send him anything remotely financial and he will deal with it effectively and with great cheerfulness.
Have you seen the outcome you were hoping for?
The service, returns and advice from Jamie has been everything I would have wished for and more from an adviser.
Review for Jamie Jacobs
What could they have done better?
Jamie is a sound and friendly adviser, who delivers both on ROI and as advisor on general financial matters. Hard to see what he could do better, he's already doing very well!
What were the circumstances that caused you to initially look for a financial adviser?
Money transferred by family + family already with Ifamax
How has Jamie helped you?
Sound advice, can relate and adapt his recommendations and guidance based on where we are in life, our lifestyle and personal preferences. Gives the pros and the cons in a clear, simple manner even on complex topics.
Have you seen the outcome you were hoping for?
Our investments are doing well so yes + we always look forward to catching up with Jamie, not just very professional but also very nice.
Review for Jamie Jacobs
What could they have done better?
nothing obvious
What were the circumstances that caused you to initially look for a financial adviser?
To put money saved safely away and to make it grow!
How has Jamie helped you?
he has advised re investments and SIPPs and thus far(after a year) our investments have grown. He is always well prepared for our meetings, and some of the transfers have been complex and he has been very patient in facilitating these
Have you seen the outcome you were hoping for?
yes
Review for Jamie Jacobs
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I’d been saving in a not very good Company pension. On changing employment to a Company without a pension scheme, I needed an advisor.
How has Jamie helped you?
Over the next 15 years he transformed a very small pension pot into a ver liveable pension
Have you seen the outcome you were hoping for?
Definitely
