24 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?
Just had a baby, so really needed life insurance for my partner.
How has Jordan helped you?
Explained the complex range of types of insurance, whether my business can fund what type etc
Have you seen the outcome you were hoping for?
Yes
Review for Jordan Mushet
What were the circumstances that caused you to initially look for a financial adviser?
sort out my pensions and get a private pension
How has Jordan helped you?
he has gathered all my pensions and transfered it to a private one
Have you seen the outcome you were hoping for?
yes
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 wanted to transfer my previous workplace pension to another one where I could make monthly contributions, but I didn't know where to start.
How has Jordan helped you?
Jordan pretty much done everything for me, made the whole process easy, all with giving me the knowledge to find the right fund to suit.
Have you seen the outcome you were hoping for?
Yes, I have.
Review for Jordan Mushet
What could they have done better?
Satisfied at this time.
What were the circumstances that caused you to initially look for a financial adviser?
Gaining best interest on available capital. Managing AVCs.
How has Jordan helped you?
Advising and setting up accounts with Quilter.
Have you seen the outcome you were hoping for?
Yes.
Review for Jordan Mushet
What could they have done better?
Nothing - Jordan was exactly what what I needed and more. He helped me create a plan and suggest options that I never knew existed. He also helped me manage my savings.
What were the circumstances that caused you to initially look for a financial adviser?
I was approaching 55 and hadn't considered my retirement. I had pensions from different companies and had no idea what to do.
How has Jordan helped you?
Yes - he's been great.
Have you seen the outcome you were hoping for?
Jordan helped me take control of all my pensions and understand how to access them. I'm happy that everything is sorted and I feel like I'm in better prepared to retire, when the time comes.
