19 reviews | 1 verified advisers
Nothing, I can't fault Ben at all, the whole process was smooth and considered.
Due to a change in circumstances I decided to reach out for advice
He helped put a plan together for retirement and brought a lot of order to my finances
Yes, I was fairly clear about what I wanted to achieve and I feel like Ben understood my aims and knew the path to reach them
Clear understanding of my financial situation and great communication throughout.
I cannot think of anything.
I wanted advice on financial investments and pension and I had some questions about insurances.
Ben went out of his way to explain various options to me, and then he prepared a thorough proposal based on my goals and needs. I experienced him as very knowledgable as well as personable and friendly.
His advice was extremely valuable, I am not at the stage of seeing any outcomes yet.
N/A
I have numerous investments with another broker but I wasn’t happy with fees or the return I was getting so I needed to find another advisor
Ben outlined to me some new options and ideas. He explained Jackson’s offerings, costs and ease of investing or transferring existing investments.
Yes. Investing was easy and the app to track them is very good.
Decisions to be made on the best ethical options for our savings
Solid advice and presented various relevant and appropriate options
Early days but we're happy with the solutions he's come up with