96 reviews | 1 verified advisers
Review for Jack Saunders
What could they have done better?
Nothing he totally covers everything
What were the circumstances that caused you to initially look for a financial adviser?
My previous pension adviser retired and he recommended Jack
How has Jack helped you?
Jack is very understanding and helpful how he explains things so that you can understand your pensions
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?
on approach to retirement I required help on where and how to manage various individual pensions
How has Jack helped you?
Jack is patient and guided me through the process of managing investments and securing income
Have you seen the outcome you were hoping for?
yes
Review for Jack Saunders
What could they have done better?
Nothing springs to mind
What were the circumstances that caused you to initially look for a financial adviser?
We are at the point where my wife and I are beginning to think and plan for retirement and decided professional advice would be beneficial
How has Jack helped you?
Jack took the time to get to know us individually and understand what we were looking to achieve in both the long and short term. He provided clear guidance regarding what information was needed from us to start the process. Jack then provided and financial plan that matched where we want to get to with where we currently stand and what adjustments we could make to hit our target and be ahead of that target if we so wished. Communication is always clear and concise and delivered in understandable language. Highly professional throughout
Have you seen the outcome you were hoping for?
Yes
Review for Jack Saunders
What could they have done better?
Not much so far.
What were the circumstances that caused you to initially look for a financial adviser?
Pension entitlement became due.
How has Jack helped you?
Advised me on where to place pension benefits.
Have you seen the outcome you were hoping for?
So far.
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?
We were retiring and needed advice on pensions etc.
How has Jack helped you?
Jack calmly looked at the overall picture and advised us on how best to provide for our future in retirement.
Have you seen the outcome you were hoping for?
Yes, it's reassuring to know that our investments are kept under review
