Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 7 )
Pensions ( 138 )
Retirement income (annuities, drawdown) ( 56 )
Auto Enrolment ( 2 )
Investments and Savings ( 139 )
Pension Transfers - Non Specialist ( 47 )
Inheritance Planning ( 31 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 132 )
Financial Mentoring ( 19 )
Financial Coaching ( 15 )
( 2 )
Reviewers' assets
£500k+ ( 45 )
£200k - £500k ( 52 )
£100k - £200k ( 17 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
Review
by a verified client in London
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bad with money.
How has Jamie Pearson helped you?
To be better with money.
Have you seen the outcome you were hoping for?
So far so good.
What could they have done better?
N/A
Review
by a verified client in Surrey
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For financial Planning and help with long term investments to ultimately make a retirement financially comfortable.
How has Jamie Pearson helped you?
Making suggestions for investments and pensions plans and creating a financial path.
Have you seen the outcome you were hoping for?
Yes. Material uplift in current invested income. The projections for the future are great.
What could they have done better?
Nothing.
Review
by a verified client in London
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest
How has Jamie Pearson helped you?
With considered and suitable guidance, presented in an easily accessible manner
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To provide expert advise.
How has Jamie Pearson helped you?
Keeping a close look on my investments and recommending action to ensure that my financial situation remains secure.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband used Jamie and I was referred
How has Jamie Pearson helped you?
Always practical approach. I look back now and have to thank Jamie for giving us the path to being more financially secure. Having the pots of short-medium and long-term savings is such a precious position to be in, and not something i would have achieved without his guidance and planning. Jamie gives me me piece of mind that I am on financially on track
Have you seen the outcome you were hoping for?
Yes