90 reviews | 1 verified advisers
Review for Jack Saunders
What were the circumstances that caused you to initially look for a financial adviser?
Husbands retirement
How has Jack helped you?
Jack has provided a long term vision of our finances and how that affects us. His advice has been reassuring.
Have you seen the outcome you were hoping for?
Advice on husbands pension provided the outcome we needed.
Review for Jack Saunders
What could they have done better?
I can’t think of anything Jack takes the time to get to know his clients and offers tailored advice to get the best possible outcomes
What were the circumstances that caused you to initially look for a financial adviser?
I needed help to make the most of my pension savings and plan for reti
How has Jack helped you?
Jack helped us find a suitable pension product that suited our long term goals and also provides advice on general financial planning and savings
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?
Initially retirement planning concerning my final salary and money purchase pension schemes
How has Jack helped you?
Reassured us that early retirement was possible and advised financial planning for the future
Have you seen the outcome you were hoping for?
Too early to tell yet as the past year has been chaotic due to global economics
Review for Jack Saunders
What could they have done better?
Nothing to note.
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice on best options for pension planning and for IHT issues.
How has Jack helped you?
Has understood my circumstances, provided clear unambiguous advice and has not been pushy in promoting one product over another.
Have you seen the outcome you were hoping for?
Yes - simplified pension portfolio and better understanding of future options available.
Review for Jack Saunders
What were the circumstances that caused you to initially look for a financial adviser?
Looking the manage pension more dynamically and look for the best investment for pension protection
How has Jack helped you?
Clearly advised my options and made clear recommendations
Have you seen the outcome you were hoping for?
Too early in the process
