214 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Jade Jackson

November 2021

What were the circumstances that caused you to look for a financial adviser?

Getting closer to pension age

How did Jade help you?

Jade talked us through our options for investing our money to future proof our current standard of living

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We feel that everything we asked for was covered and had some great advice during a very difficult 2 years.

Review for Jade Jackson

November 2021

What were the circumstances that caused you to look for a financial adviser?

Recent retirement

How did Jade help you?

Landmark have been used by my family for over 20 years and Jade came as a huge recommendation

Have you seen the outcome you were hoping for?

so far so good!

Review for Jade Jackson

November 2021

How has Jade helped you since your last review?

Since my last meeting with Jade we have reviewed my portfolio and I'm pleased that it's grown by 6% which in the present climate l think is excellent. We've discussed my pension options and going forwards I came away with a positive outlook.

Review for Shelagh Taylor

November 2021

How has Shelagh helped you since your last review?

I have not required any help since my last review and have not requested any changes to my portfolio. I have requested my share holdings be included in my portfolio and Sheila will arrange for the completion of the necessary paperwork.

Review for Jade Jackson

November 2021

What were the circumstances that caused you to look for a financial adviser?

Receipt of an inheritance

How did Jade help you?

Took control and pointed us in the right direction to achieve or long term financial goals

Have you seen the outcome you were hoping for?

Yes