106 reviews | 1 verified advisers
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
Review for Jack Saunders
What were the circumstances that caused you to initially look for a financial adviser?
Final salary pension transfer from previous employer
How has Jack helped you?
Guided me through the process ensuring the decision was right for my circumstances. Had provided on going pension advice since.
Have you seen the outcome you were hoping for?
Yes very pleased with the outcome.
Review for Jack Saunders
What could they have done better?
Nothing. Jack and his team have been quick to respond to all our questions and requests for support.
What were the circumstances that caused you to initially look for a financial adviser?
We reached out to Jack as part of early retirement planning following a recommendation from my employer.
How has Jack helped you?
Jack has been excellent in providing Pensions, savings, and investment advice as part of a broad financial planning approach. He has guided us through the complex financial world using simple plain English and very effective visual financial planning forecasts. His approach has given us great confidence in him and the wider Ilumiti organisation.
Have you seen the outcome you were hoping for?
Yes, in the two years we have worked with Jack our pension, savings, and investment portfolio have performed above the forecasts and our expectations.
Review for Jack Saunders
What could they have done better?
Honestly nothing. Dealing with Jack over the last 5 years has been a very positive experience and his ability to simplify complex pension matters is always welcomed. His advise and subsequent outcomes from this has been instrumental in terms of my pension performance.
What were the circumstances that caused you to initially look for a financial adviser?
I have been dealing with Jack for approximately 5 years through my company pension scheme.
How has Jack helped you?
Jack has been very influential in helping me manage my pension transfer from a company scheme to an outside pension drawdown provider. He has helped my partner and I plan for the future on retirement planning and investments.
Have you seen the outcome you were hoping for?
The help Jack has provided has been instrumental in achieving a positive outlook towards our retirement.
Review for Jack Saunders
What could they have done better?
At the present time I don't have any complaints or any recommendations to add.
What were the circumstances that caused you to initially look for a financial adviser?
Recommended by my long term Company Pension fund
How has Jack helped you?
Jack explained clearly the options I had and guided me through the financial and tax aspects of what I wanted for my long and short term plan. The online fund app is easy to use, safe and up to date so my fund is accessible at all times if required. Jack can be contacted and replies promptly if requested.
Have you seen the outcome you were hoping for?
I am very happy with the service and the outcome of my fund.
