137 reviews | 1 verified advisers
Review for Jamie Jacobs
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.
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!
Review for Jamie Jacobs
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
What could they have done better?
nothing obvious
Review for Jamie Jacobs
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
What could they have done better?
Nothing
Review for Jamie Jacobs
What were the circumstances that caused you to initially look for a financial adviser?
I changed from another financial advisor
How has Jamie helped you?
Jamie has helped me look at scenario planning for the next stage of life and retirement in terms of savings, investments, pension planning and tax efficiencies. He's super human, friendly, knowledgeable and responsive.
Have you seen the outcome you were hoping for?
From a short term perspective, yes.
What could they have done better?
Nothing
Review for Jamie Jacobs
What were the circumstances that caused you to initially look for a financial adviser?
Investments and consolidating pension
How has Jamie helped you?
see above
Have you seen the outcome you were hoping for?
Yes
