126 reviews | 2 verified advisers
Review for Jack Saunders
What could they have done better?
Nothing, Jack is knowledgeable, confident and caring.
What were the circumstances that caused you to initially look for a financial adviser?
As we both get older it’s important to get our financial affairs in order and plan correctly for our future.
How has Jack helped you?
Jack is great, he has talked us through our financial future and advised on how to get to where we wish to be.
Have you seen the outcome you were hoping for?
It’s very early days but I don’t see why we shouldn’t.
Review for Jack Saunders
What could they have done better?
n/a
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to take my pension and move this to a drawdown so i could withdraw money but also grow my pot for the future.
How has Jack helped you?
Great understanding of products available, very pleasant to talk to and always on hand for advice and help when required.
Have you seen the outcome you were hoping for?
Positive change to my pension, really happy with the advice on which way to invest in markets.
Review for Jack Saunders
What could they have done better?
Nothing at the moment
What were the circumstances that caused you to initially look for a financial adviser?
I was looking for investment and pension advice
How has Jack helped you?
Jack, listened to what our requirements were and risk appetite. He came back with good advice and I consolidate my pension into a diverse 60/40 portfolio.
Have you seen the outcome you were hoping for?
So far the performance of the fund has been positive, especially with the volatile macro economic environment we are currently in.
Review for Jack Saunders
What could they have done better?
Nothing. I’m all in!
What were the circumstances that caused you to initially look for a financial adviser?
Following a spate of friend and family deaths and illnesses shortly after official retirement dates, we realised the importance of retiring as early as possible.
How has Jack helped you?
I retired three days after our second consultation with Jack ?
Have you seen the outcome you were hoping for?
Yes, I have retired and wheels are in motion for future incomes to be realised.
Review for Jack Saunders
What could they have done better?
Nothing, very pleased with the professional efficient service so far.
What were the circumstances that caused you to initially look for a financial adviser?
Organisation changes at work
How has Jack helped you?
Financial review, advice and investment planning enabling my husband and I to retire early.
Have you seen the outcome you were hoping for?
Too early to say yet but setting up for success.
