12 reviews | 1 verified advisers
Review for Jordan Mushet
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for advice about combining my previous workplace pension with my current workplace pension.
How has Jordan helped you?
Jordan took a thorough look at my financial situation and reviewed both my old and new workplace pensions to determine if it was worth combing them. We decided that it wasn't worth it and instead Jordan has guided me in how I can invest the funds kept in my old workplace pension in order to obtain better returns. As I am very inexperienced in investments and quite nervous about moving this money from a 'safe' pension fund and using it for investment purposes, I found Jordans advice very helpful and reassuring, he gave me the confidence to take steps which will hopefully put my finances in a better place in the future.
Have you seen the outcome you were hoping for?
Yes! I feel confident that my money has been invested in an appropriate way and will be working harder than it would have just sat in my previous workplace pension fund.
Review for Jordan Mushet
What could they have done better?
Nothing we have zero complaints
What were the circumstances that caused you to initially look for a financial adviser?
Me and my partner are looking to buy our first house and needed to sort out income protection and life insurance
How has Jordan helped you?
He’s helped us loads with getting us the right insurance/protection for us, explaining everything in great detail and taking a lot of stress off of me and my partner
Have you seen the outcome you were hoping for?
Yeah
Review for Jordan Mushet
What could they have done better?
Found another pension lol. Really, nothing. He did everything he said he would and I'd recommend him to others.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to transfer my pensions and I was recommended to Jordan.
How has Jordan helped you?
After years of work and not really looking at my pensions I found out I had more money than I thought in 5 pensions. Jordan helped gather all the information, sort the paperwork, create and implement a plan and helped me get my tax free money. He's been great and I'll be using Jordan's service for my other financial planning.
Have you seen the outcome you were hoping for?
Yes, i'm really happy with what Jordan's done. The time and care he provides is excellent.
Review for Jordan Mushet
What could they have done better?
Happy with advise given
What were the circumstances that caused you to initially look for a financial adviser?
Advise on savings
How has Jordan helped you?
Yes he has advised me on how to safely invest my money
Have you seen the outcome you were hoping for?
Yes I have
Review for Jordan Mushet
What could they have done better?
He was great - I wouldn't change a thing!
What were the circumstances that caused you to initially look for a financial adviser?
I needed to transfer and access my tax free cash in my pension. Jordan gave me advice and support and was really supportive. I introduced him to my clients because he was brilliant!
How has Jordan helped you?
He explained every option and gave me time to consider which route I wanted to go. He helped consolidate pensions and produce a retirement forecast too.
Have you seen the outcome you were hoping for?
Definitely!
