154 reviews | 3 verified advisers
Review for Jack Saunders
What could they have done better?
Nothing at this point
What were the circumstances that caused you to initially look for a financial adviser?
I looked for an adviser as I am starting the process of planning for retirement, I wanted to understand my current situation in terms of the pensions I hold an what I needed to do to hit my target of retiring at 60.
How has Jack helped you?
Jack helped by reviewing my current pension(s) and how they would work at retirement, how flexible they were etc, worked with me to understand what my aims for the future are and then helping me to make the necessary decisions and action those decisions to put me on track to achieve my financial goals
Have you seen the outcome you were hoping for?
The outcome is currently exceeding my expectations
Review for Jack Saunders
What could they have done better?
Nothing, the knowledge and professionalism of Jack and his colleagues take some beating, they clearly care for their customers.
What were the circumstances that caused you to initially look for a financial adviser?
Reaching the age where financial planning is imperative for my wife and I.
How has Jack helped you?
Jacks calm, pragmatic approach has helped me plan financially for my future retirement years. This has included, investment advice and estate planning recommendation's.
Have you seen the outcome you were hoping for?
100% yes.
Review for Jack Saunders
What could they have done better?
I cant think of anything that would improve the service provided.
What were the circumstances that caused you to initially look for a financial adviser?
I required a Pension financial advisor for long and short term planning for my own and my family's financial security
How has Jack helped you?
Jack made sure I understood the options I had to choose from regarding the types of investments that would best suit my needs.
Have you seen the outcome you were hoping for?
I have been very pleased with the smooth running of my pension fund. Any questions or requests were answered and acted upon quickly.
Review for Jack Saunders
What could they have done better?
The communication has been good and it has only been my Existing pension provider that has been difficult.
What were the circumstances that caused you to initially look for a financial adviser?
I was after retirement age and wanted to retirement but having been missold pension advice in the past my workplace pension was not going to give me what I needed.
How has Jack helped you?
He has provided cover for me until 100 and was really easy to understand. His explanation was clear to understand.
Have you seen the outcome you were hoping for?
I am looking forward to the outcome I can manage on.
Review for Jack Saunders
What were the circumstances that caused you to initially look for a financial adviser?
We were introduced to Jack through a company benefit that offered a pension review. Initially, we wanted to ensure our pension arrangements were aligned with our long-term plans. As we were both approaching 50 and our children were becoming more independent, we decided it was the right time to undertake a full financial review. We wanted a clearer understanding of our retirement options and whether any changes to our strategy would help us achieve our future goals.
How has Jack helped you?
Jack carried out a comprehensive review of our finances, current position, and long-term goals. He took the time to understand our plans for the future and our attitude to risk, giving us confidence that we're in a strong financial position. He has recommended several adjustments to ensure our strategy is aligned with our objectives and continues to provide valuable insights and guidance, helping us focus on the right things as we plan for retirement.
Have you seen the outcome you were hoping for?
As we're only in our second year of what we expect to be a long-term financial planning relationship, it's still relatively early to measure outcomes against our longer-term goals. However, the first year has gone very well, and we've recently completed our first annual review. Jack has given us confidence that we're on the right track. He is always responsive, approachable, and proactive in keeping us informed, and any requests are handled quickly and efficiently. So far, we're very pleased with the service and guidance we've received.
