Jamie's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 7 )
Pensions ( 144 )
Retirement income (annuities, drawdown) ( 60 )
Auto Enrolment ( 2 )
Investments and Savings ( 143 )
Pension Transfers - Non Specialist ( 47 )
Inheritance Planning ( 33 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 135 )
Financial Mentoring ( 19 )
Financial Coaching ( 15 )
( 2 )
Reviewers' assets
£500k+ ( 47 )
£200k - £500k ( 53 )
£100k - £200k ( 18 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
Review
by a verified client in Buckinghamshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment growth
How has Jamie Pearson helped you?
Give clear advise on planning for the future and what it could look like
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment / pension / financial planing advice.
How has Jamie Pearson helped you?
Jaime implemented a structured plan in order to maximise my investments in the most tax efficient manner.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing/A
Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce and having some extra money to invest
How has Jamie Pearson helped you?
General financial advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of final salary pensions plus a SIPP in employers default fund. I wanted advice on all funds and Jamie was recommended by friends.
How has Jamie Pearson helped you?
Jamie has managed my ISA and SIPP for several years and provided excellent investment advice. He also provided financial advice following my voluntary redundancy and subsequent retirement.
Have you seen the outcome you were hoping for?
I am very pleased with the management of my investments and the returns on investment.
What could they have done better?
I’m very satisfied with service provided
Review
by a verified client in Dorset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate pensions into one pot
How has Jamie Pearson helped you?
Jamie provided all the information I required and seamlessly consolidated my pensions
Have you seen the outcome you were hoping for?
Yes