110 reviews | 1 verified advisers
Review for Jack Saunders
What could they have done better?
Personal access to interactive financial planning tool would have been useful in the early stages. Overall the service from Jack and his team has been excellent and would not hesitate to recommend him to others!
What were the circumstances that caused you to initially look for a financial adviser?
Lifestyle change and early retirement consideration's
How has Jack helped you?
Guided me through holistic approach to financial planning, I was able to confidently make informed choices.
Have you seen the outcome you were hoping for?
Yes by providing a fully drawn out plan to realise my financial independence, along with assurance of regular checkin for advice.
Review for Jack Saunders
What could they have done better?
Nothing, great so far.
What were the circumstances that caused you to initially look for a financial adviser?
Heading into retirement we were looking for an advisor to provide financial forecasting, pension and investment advice.
How has Jack helped you?
Through several meetings Jack understood our situation, retirement aspirations, and attitude to financial risk. He answered our many questions patiently and clearly to enable us to make our decisions.
Have you seen the outcome you were hoping for?
Its a long road, and Jack has helped set us off in a direction we are happy with.
Review for Jack Saunders
What could they have done better?
Nothing I can think of
What were the circumstances that caused you to initially look for a financial adviser?
My work pension was with Lemonade who provided advice to the company staff. When I retired I needed advice on the types of pension I could have and Jack explained the options and what would suit my needs the best
How has Jack helped you?
Jack has explained how my draw down pension works and projected pension plans to fit my needs
Have you seen the outcome you were hoping for?
Yes. We are happy with the current performance. Jack always explains matters so we'll for us
Review for Jack Saunders
What could they have done better?
To date we haven’t been disappointed with the outcomes or the service and support provided.
What were the circumstances that caused you to initially look for a financial adviser?
I was approaching retirement and friends who had retired recommend Jack Saunders and Perminion.
How has Jack helped you?
Jack was exceptionally helpful in guiding us through the various stages of being newly retired and the many options available to us, Jack has consistently and professionally guided us and continues to do so throughout the year.
Have you seen the outcome you were hoping for?
We have seen the outcome that we were hoping for with the forecasted growth being achieved and we have been satisfied with the outcome.
Review for Jack Saunders
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Jack helped you?
Jack has given me the confidence to know I’m in a good place financially when retiring in 3 years time
Have you seen the outcome you were hoping for?
Yes
