132 reviews | 2 verified advisers
Review for Jack Saunders
What could they have done better?
Nothing as Jack is very thorough
What were the circumstances that caused you to initially look for a financial adviser?
To see what the best private pension would be for me
How has Jack helped you?
Jack has been a tremendous support and very approachable he explains everything in a way that I can understand and he’s very knowledgeable and he cares about he’s clients and I know I can contact him at anytime if I need any advice
Have you seen the outcome you were hoping for?
Yes
Review for Jack Saunders
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
ensure pension fund was used efficiently
How has Jack helped you?
excellent clear description, explained in a non complicated way making the decision process for retirement much easier to understand and plan, thank you
Have you seen the outcome you were hoping for?
yes
Review for Jack Saunders
What could they have done better?
Nothing , just continue to keep an eye on my pension
What were the circumstances that caused you to initially look for a financial adviser?
Early retirement and merging pension pots
How has Jack helped you?
Giving us professional advice
Have you seen the outcome you were hoping for?
Yes very happy with first year results
Review for Jack Saunders
What could they have done better?
Nothing really advice has been sound, well explained and proven to be correct given my circumstances.
What were the circumstances that caused you to initially look for a financial adviser?
Nearing retirement age and redundancy at work
How has Jack helped you?
Helped me improve performance of my existing pension, then move it to a low cost higher performing provider.
Have you seen the outcome you were hoping for?
Yes pension is maturing nicely
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.
