26 reviews | 1 verified advisers
Review for Jordan Mushet
What were the circumstances that caused you to initially look for a financial adviser?
We wanted to make the most of our savings
How has Jordan helped you?
He helped us venture into investing after never having done this before
Have you seen the outcome you were hoping for?
Time will tell but the advice Jordan supplied helped us make the correct decision for us
Review for Jordan Mushet
What could they have done better?
I don't believe Jordan could have done any better. h was tasked with a difficult situation and handled it very professionally.
What were the circumstances that caused you to initially look for a financial adviser?
following instructions in my mothers will. It was stated that her half of the marital home should be put into a trust fund for myself and 2 brothers with my step father accruing any interest gained.
How has Jordan helped you?
Jordan has advised from day 1. He has kept in regular contact and often went above and beyond in the work he carried out. it turned out to be more complicated than first thought. Jordan however, helped me to overcome the barriers which were faced. he was professional at all times during home visits, telephone conversations and online meetings.
Have you seen the outcome you were hoping for?
Yes, though it was a lengthy process.
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.
