102 reviews | 3 verified advisers
Review for Jack Saunders
What were the circumstances that caused you to initially look for a financial adviser?
I needed guidance about pensions as I was planning retirement in 2022
How has Jack helped you?
Jack has navigated us through the pension options available to me and which type suits both our needs
Have you seen the outcome you were hoping for?
Yes. Jack has kept us both informed with our pension choices and explained various fund projections
Review for Jack Saunders
What could they have done better?
It is very difficult to find fault. I found the 'DocuSign' process a bit confusing, but my wife found it quite easy to use. There have been some details I didn't quite understand. This could have been an issue were it not for the fact that Jack is always on hand to answer any questions.
What were the circumstances that caused you to initially look for a financial adviser?
My former employer (AWE) is very keen that their staff have their personal pensions reviewed, and in place for their own peace of mind. To this end, their appointed IFA is Informed Pensions (IP). AWE provided the initial link, and they would also pay for the first consultation. At that stage I didn't know what my pension pot would be worth, or whether I would be able to afford early retirement.
How has Jack helped you?
At our initial consultation with Jack Saunders, he talked me and my wife through everything (the processes, forms, documentation, tax implications etc). We told him what we (thought) we needed to live on per month, and we discussed our plans for the future. He guided us through our various options, and then contacted my different pension providers. He then collated all the figures and details, and set up a further meeting to go through his recommendations. During this meeting he told us that, not only could I retire early, but that I could afford it relatively comfortably. He used on screen visual tools which helped illustrate this very clearly. He has subsequently set up and instigated the pension which we have now been receiving monthly for around a year. Jack's on-going help and advice regarding my pension and the related financial issues has been invaluable.
Have you seen the outcome you were hoping for?
From a monetary perspective, the outcome has been way better than we'd expected. Jack has stressed to us that the market can go down as well as up, and as of a couple of weeks ago, my pension pot is looking very healthy despite the regular payments paid from it. From my personal perspective, Jack has been extremely easy to deal with, and it is testament to the man that we have found this whole process much easier than I thought it would be.
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?
I was a year away from my planned retirement date.
How has Jack helped you?
Jack continues to be very professional and knowledgable in ensuring our pension funds give good value.
Have you seen the outcome you were hoping for?
Yes and more.
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?
I switched jobs/pensions and needed to plan for my retirement
How has Jack helped you?
Jack provided us with reassurance that our combined savings would be sufficient in our retirement.
Have you seen the outcome you were hoping for?
Yes
Review for Jack Saunders
What could they have done better?
I was happy with the service provided.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to gain a better understanding of my current situation and evaluate my options
How has Jack helped you?
He provided clarity explaining my options.
Have you seen the outcome you were hoping for?
Yes
