31 reviews | 1 verified advisers
The whole procedure & the explanations were handled very professionally by Jordan. If this is the standard of service? Please keep doing this will every client, all clients! Thank you, Charles
I was approaching my 55th birthday & realised I would need the assistance of a specialist financial advisor.
Jordan was immensely helpful during the process, I was unaware of how much work Jordan would undertake on my behalf. Jordan again explained these things very well & always offered reassurance.
I have seen the outcome I was looking for.
Jordan does everything very well, he explains everything excellently
I needed to consolidate my pensions together
He consolidated my pensions together and we are currently in the next stages to best put all my pension money into a better pension pot
Yes nearly there it has been a bit delayed as I have been recently diagnosed with multiple sclerosis which is out of everyone's control. Jordan has helped me massively with getting my income protection money which I also purchased through Jordan.
Not much to be honest.
I wanted advice on my pensions
He’s been very patient and given good clear advice.Explaining things i didn’t understand. Returning calls at times that suited me.
I’ve just started my journey with Jordan but i feel confident the future will be bright.
I was looking to transfer my pension
Jordan initially looked at where my pension was and recommended moving it to hopefully better enhance it.
No not yet as it’s transfer has just happened.
At this time I am not aware of anything else I require at this time.
I accrued multiple pensions over the years and needed to amalgamate in order to draw down.
Jordan made contact with multiple pension providers, collated and amalgamated funds into one to facilitate draw down.
Yes, so far I am very happy with advice and service.