198 reviews | 4 verified advisers
Review for Jamie Jacobs
What could they have done better?
Nothing, we are really happy with the service and advice that Jamie provides
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Jamie helped you?
We have been clients of Jamie Jacobs for over five years and have always been extremely satisfied with the advice and support he has provided. Jamie’s knowledge of pensions and financial planning is outstanding, and he takes the time to explain everything clearly and thoroughly. He is proactive, professional, and always ensures that our financial goals and retirement plans are on track. We have complete confidence in his advice and would highly recommend Jamie to anyone seeking reliable and well-informed financial guidance.
Have you seen the outcome you were hoping for?
Yes 100%
Review for Jamie Jacobs
What could they have done better?
Nothing really, thruster are relatively new to the world of financial advisors. But his approach is excellent, understandable and not full of bluster
What were the circumstances that caused you to initially look for a financial adviser?
We had some savings and wanted to get the best from them
How has Jamie helped you?
He has done just that, and we have a clearer idea of what we have
Have you seen the outcome you were hoping for?
Yes, considerable growth
Review for Kattrina Strothmann
What could they have done better?
Nothing, we are very happy with Ifamax in general, and Katt in particular.
What were the circumstances that caused you to initially look for a financial adviser?
Put all our investments etc in one place
How has Kattrina helped you?
Katt has helped in many ways. She is knowledgeable, friendly and totally professional. She responds very quickly to any questions we have.
Have you seen the outcome you were hoping for?
Yes.
Review for Jamie Jacobs
What were the circumstances that caused you to initially look for a financial adviser?
Recent retirement
How has Jamie helped you?
He has provided a calm and clear approach to placing our assets. Investments are (so far) doing well!
Have you seen the outcome you were hoping for?
Yes
Review for Kattrina Strothmann
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Trying to tidy up our finances and prepare for a good retirement income
How has Kattrina helped you?
Kat is friendly, approachable, and always quick to respond if we have any questions. We feel completely confident in the advice she gives and really appreciate how much effort she puts into making sure we’re on the right track. She has helped us with some investment decisions and has given us confidence about our financial security as part of our retirement planning
Have you seen the outcome you were hoping for?
Yes,
