Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 7 )
Pensions ( 95 )
Retirement income (annuities, drawdown) ( 42 )
Auto Enrolment ( 1 )
Investments and Savings ( 101 )
Pension Transfers - Non Specialist ( 31 )
Inheritance Planning ( 22 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 92 )
Financial Mentoring ( 15 )
Financial Coaching ( 11 )
( 1 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 37 )
£100k - £200k ( 13 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Client reviews
Review from verified client
August, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Income and Wealth Management
How has Jamie Pearson helped you?
With advice, Financial Management, Insurance, Product Advice, Ongoing Support
Have you seen the outcome you were hoping for?
Yes
Review from verified client
August, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
We had savings and were planning for a family
How has Jamie Pearson helped you?
He’s guided us in helping make the best financial choices that we believe are best suited to us a family and for our future
Have you seen the outcome you were hoping for?
Jamie has taken the time to support us and help us understand how our investments have resulted in how they are today
What could they have done better?
None
Review from verified client
August, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I wanted general financial planning advice early in my career to ensure I was saving and investing in a way that would meet my long-term goals
How has Jamie Pearson helped you?
He has helped me to think more long term and plan ahead and establish strong saving and investments habits early on
Have you seen the outcome you were hoping for?
Yes, I am on track with my long-term financial goals
What could they have done better?
Additional reminders around in financial year tax planning, because sometimes clients forget!
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
My husband and I were unhappy with the financial planning and level of fees of our previous investment advisors.
How has Jamie Pearson helped you?
Jamie has provided quick and comprehensive advice on financial planning and assisted to make the transfer to new investors smooth, clear and easy.
Have you seen the outcome you were hoping for?
Yes!
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in Dorset
What were the circumstances that caused you to initially look for an adviser?
Looking to invest and save.
How has Jamie Pearson helped you?
Helped set up investments and savings.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
Impending retirement, sale of main residence as part of down-sizing
How has Jamie Pearson helped you?
He's a good listener, patient, ready with informed advice and plan of action. Responsive and thank goodness a sense of humour. But above all else has proved eminently trustworthy.
Have you seen the outcome you were hoping for?
Yes - he has met all my requirements.
What could they have done better?
Can't think of anything.
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Divorce
How has Jamie Pearson helped you?
Investment
Have you seen the outcome you were hoping for?
Can't discuss yet
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Previous financial advisors were not managing my investments or communicating with me. After years of poor investment performance, I realised I needed to find a financial advisor who would pro actively manage my finances. After asking around, I settled on Jamie Pearson.
How has Jamie Pearson helped you?
Jamie from our first meeting, presented strategies to improving my financial position. Jamie has continued over the years I have known him, to offer advice and ideas to improve investment performance to meet my short, medium and long term aims.
Have you seen the outcome you were hoping for?
Jamie's strategies have improved my finances way beyond my expectations. Jamie has done this throughout the years he has been my financial advisor, consistently bringing new approaches to keep abreast of market changes.
What could they have done better?
After my previous experiences of bad service, Jamie's approach to managing clients restored my confidence in financial advisors. Jamie has and remains very pro active across all aspects of financial management. I followed Jamie when he moved to Westminster WM where he has continued to use his knowledge and experience to provide a very broad approach to delivering a service focused on me.
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
My wife and I wanted to move from a different financial planner.
How has Jamie Pearson helped you?
Jamie has helped both my pension and ISA grow and has provided extremely helpful advice
Have you seen the outcome you were hoping for?
Yes, the outcome has been above my expectations
What could they have done better?
Nothing, I can currently think of
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I was aware I needed to boost my pension provision
How has Jamie Pearson helped you?
Jamie has helped me with all aspects of financial advice for savings and pensions
Have you seen the outcome you were hoping for?
The income I now have in retirement is greater than I ever expected
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
I needed an advisor to invest my pension and ISA funds in the correct places
How has Jamie Pearson helped you?
He has helped greatly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
I needed an adviser to invest my pension and ISA funds in the correct places.
How has Jamie Pearson helped you?
He has helped me greatly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I wished to retire early, consolidate my different pensions and different pension types
How has Jamie Pearson helped you?
Jamie did all the consolidation advice and actions supported by his team
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Right now I can’t think of any
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
to manage my money and investments
How has Jamie Pearson helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I had some inheritance that I wanted to save.
How has Jamie Pearson helped you?
He has advised on the best products. Slso the best time to get ISAs
Have you seen the outcome you were hoping for?
Yes, my savings are increasing
What could they have done better?
n/a
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Planning for future house purchase and tax planning on investments
How has Jamie Pearson helped you?
With all of the above but we are still in the early stages
Have you seen the outcome you were hoping for?
We are still in the planning stage but I have every confidence we will get to where we want to be
What could they have done better?
Nothing
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Recommended via a friend after having a couple of very good years at work. Wanting to make sure my money is working better for me.
How has Jamie Pearson helped you?
Jamie has been very understanding of my need to invest in a couple of avenues and change in earnings. He has guided me on how best to move forward, this will ultimately better my earning. He has helped me plan for my financial future.
Have you seen the outcome you were hoping for?
The returns in a short space of time are as expected and per Jamie's guidance.
What could they have done better?
NA
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Diagnosed with terminal illness and wanted advice on best place for my pension
How has Jamie Pearson helped you?
He suggested I speak to an independent pension transfer company which I did. This helped me to decide to transfer and I then asked Jamie to make recommendations on best pension investment
Have you seen the outcome you were hoping for?
I am happy with where it is under the circumstances of the past few years
What could they have done better?
Nothing, Jamie and his team are always happy to speak with me if needed and we have regular reviews
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Annual review
How has Jamie Pearson helped you?
Guided investments
Have you seen the outcome you were hoping for?
Market dependency is as expected
What could they have done better?
Nothing
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Advised by my Father after inheriting om money.
How has Jamie Pearson helped you?
Made my investment grow. Advised which risk levels to pursue.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing comes to mind.
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
Need for additional income.s
How has Jamie Pearson helped you?
Suggested investment management company.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Improve the perform of my personal pension fund
How has Jamie Pearson helped you?
Advised me and explained everything in great detail, transferred my fund to a much improved platform and now its performing well.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Not really.
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I used to be a short term insurance broker
How has Jamie Pearson helped you?
Advised on investment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
My husband was an insurance broker
How has Jamie Pearson helped you?
Advised on investment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
A change in employment circumstances.
How has Jamie Pearson helped you?
Helped us to better plan our finances as a married couple & to improve our individual savings plans, to achieve mortgage-free status sooner.
Have you seen the outcome you were hoping for?
Yes - Jamie was fantastic at getting our financial plans aligned & saving milestones agreed.
What could they have done better?
Nothing -Jamie was fantastic & made it really easy to share information/ask stupid questions!
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Business
How has Jamie Pearson helped you?
Selecting and choosing the right strategy for the medium and long term.
Have you seen the outcome you were hoping for?
Almost, Covid did slow down. But everything manged professionally by Jamie
What could they have done better?
N/A
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
We wanted to consolidate our pensions and take more active control of our savings.
How has Jamie Pearson helped you?
He has given us a better overview of our savings and pensions. He has also advised us on the possible risks we have the options to take and better understand them
Have you seen the outcome you were hoping for?
We are on the way to doing so- however it is a long term investment.
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Pension / investment advise
How has Jamie Pearson helped you?
Great advise on everything I was looking for
Have you seen the outcome you were hoping for?
Yes and I am sure that will progress
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Support with pensions and financial planning
How has Jamie Pearson helped you?
Good friendly advice on how to best plan for future and invest our money.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing specifically
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Post divorce advice on pension
How has Jamie Pearson helped you?
Jamie has helped with pension advice and with investments of an inheritance
Have you seen the outcome you were hoping for?
Yes growth of pension and savings
What could they have done better?
Happy with everything given the economic situation
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Transfer of company pensions and ISA’s.
How has Jamie Pearson helped you?
Help them grow.
Have you seen the outcome you were hoping for?
To a point.
What could they have done better?
Higher growth.
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Wiltshire
What were the circumstances that caused you to initially look for an adviser?
Divorce settlement
How has Jamie Pearson helped you?
Discussed retirement plans and general investment
Have you seen the outcome you were hoping for?
No but I have invested at a time of financial uncertainty
What could they have done better?
Hopefully nothing
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Reviewing pension options
How has Jamie Pearson helped you?
Jamie has helped me with investment/pension planning
Have you seen the outcome you were hoping for?
yes overall - subject to the fluctuations in stock market
What could they have done better?
Jamie delivers a first class service and is always there to advise and support me
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I'm not very confident with money
How has Jamie Pearson helped you?
He has given me peace of mind and removed my money stresses
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't know
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
to make an investment
How has Jamie Pearson helped you?
Jamie has helped in gaining a full overview of my long term financial planning and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All been according to expectations
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Pension advice and long term financial planning
How has Jamie Pearson helped you?
Explained our options and provided recommendations.
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Nothing that I can think of
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Planning for the future
How has Jamie Pearson helped you?
To help us plan for the future
Have you seen the outcome you were hoping for?
Too early as only just started
What could they have done better?
Nothing
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I was starting to earn better money and wanted to start looking in how to save and invest it as best I could
How has Jamie Pearson helped you?
He has guided me into being as tax efficient as possible and helped me look into starting to plan for my future and what I need to look to do to achieve the life I want going forward.
Have you seen the outcome you were hoping for?
Yes in terms of what I have received from Jamie. I have spent a little recklessly over the last 3 years which has meant I havent added much to the savings pot if at all.
What could they have done better?
Maybe a little more push back from Jamie or a sort of telling off when I have spent stupidly in the past to try and curb the behaviour. Other than that it has all been very good
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Financial advice
How has Jamie Pearson helped you?
Pension
Have you seen the outcome you were hoping for?
Early days
What could they have done better?
Nothing so far
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
N/A
How has Jamie Pearson helped you?
Helped navigate complicated matters with ease and handled sensitively.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Needed help with financial planning
How has Jamie Pearson helped you?
Jamie has helped us combine our pensions and open up new investing accounts/ISAs
Have you seen the outcome you were hoping for?
So far so good. We're making good progress
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Needed advice on how to invest equity released from a house sale
How has Jamie Pearson helped you?
He has set up my investment portfolio on the Transact platform and provided ongoing advice on financial planning for retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I am less aware of the UK financial regime in terms of pension, taxation etc. Jamie was great in that sense and also to be able to provide benchmarks on whether our savings sufficient to our future plans.
How has Jamie Pearson helped you?
yes tremendously
Have you seen the outcome you were hoping for?
yes indeed, it is a work in progress, but we are definitely are more comfortable in our decision making process and that we have someone who can provide his inputs.
What could they have done better?
nothing really.
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning
How has Jamie Pearson helped you?
Engaged with us at all stages of the process of building up a robust pension plan and long term wealth management strategy
Have you seen the outcome you were hoping for?
It's still early but broadly speaking, yes.
What could they have done better?
NA
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I did not know where or what to do with my money in my bank.
How has Jamie Pearson helped you?
Helped me put my money in the right places
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I was awarded some funds following a settlement and needed advise on how best to invest it.
How has Jamie Pearson helped you?
He has carefully spelt out my options, indicating pro and cons of different investment strategies. He has been very responsive to requests for clarification issues and further information when this was needed.
Have you seen the outcome you were hoping for?
Yes,
What could they have done better?
I am satisfied with the support and advise I have been given.
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning for retirement
How has Jamie Pearson helped you?
Build a strong portfolio and plan over a number of years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I do not have any recommendations as Jamie always kept me upto date and informed.
Review from verified client
March, 2024
Overall
Value
Advice
Service
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
family financial planning. Planning for the future and retirement.
How has Jamie Pearson helped you?
Provided good advice
Have you seen the outcome you were hoping for?
So far so good
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I was keen to increase knowledge and build wealth in the short and long term.
How has Jamie Pearson helped you?
Jamie is a fantastic man to work with, he also has all the answers and many clever techniques for maximising wealth. It has been a great journey.
Have you seen the outcome you were hoping for?
So far it has been a breeze, volatile markets have been negotiated & many other financial aspects have been successful.
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Jamie Pearson helped you?
Organised my savings
Have you seen the outcome you were hoping for?
Yes
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Improve returns
How has Jamie Pearson helped you?
We hope he will provide growth to our pensions to a level beyond our wildest dreams. To date he has helped us migrate existing pensions over the WWM - advice and approach all good this far.
Have you seen the outcome you were hoping for?
Tbc
What could they have done better?
Too early to say
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
Needed help with financial support and wealth management now and for the future
How has Jamie Pearson helped you?
Given sound advice when needed in term of my savings and how to plan better for the future.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Honestly, think he's done everything I expect from a financial advisor plus he's a really great guy.
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Cumbria
What were the circumstances that caused you to initially look for an adviser?
On completion of my divorce I needed advice on handling my share of my ex-husbands pension. I have recently had advice on managing my financial situation on reaching 55
How has Jamie Pearson helped you?
Jamie helped me understand the options available to me and how the pension transfer would work. He helps me understand how my financial situation can be affected in varied circumstances
Have you seen the outcome you were hoping for?
Yes, I feel confident that Jamie will provide me with the best advice for my circumstances whilst allowing me to make my own decisions without feeling undue pressure
What could they have done better?
I cant think of anything at present
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
We were initially looking at future financial planning / pension / retirement planning.
How has Jamie Pearson helped you?
Jamie has helped analyse our existing pension pots, and where appropriate (and in some circumstances he recommended leaving some of our existing pension as they were) transfer and consolidate they funds to be better managed and easier to manage pot.
Have you seen the outcome you were hoping for?
Very much so, and Jamie continues to ensure that we are in the most appropriate position with a view of the future.
What could they have done better?
I'm very happy with everything that has been done, so I cannot see anywhere that could have been improved
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Future planning
How has Jamie Pearson helped you?
Investments/pensions/financial planning
Have you seen the outcome you were hoping for?
Yes
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Oxfordshire
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Jamie Pearson helped you?
Offered good advice and increased investments
Have you seen the outcome you were hoping for?
Yes
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Needed to have the right pensions and retirement plans put in place
How has Jamie Pearson helped you?
James reviews our positions and always gives advice on changes and keeps me focused on our plans and also where things change how it will impact our investments. Jamie always explains things in a way that is very clear which is helpful.
Have you seen the outcome you were hoping for?
Yes, I am comfortable with my investment options and feel I am on the right path for.reaching my financial goals
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Pension/ ISA
How has Jamie Pearson helped you?
Investments/ ISA
Have you seen the outcome you were hoping for?
Yes
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
My original adviser retired
How has Jamie Pearson helped you?
Jamie, initially simplified my pension plan placing the funds into one pension. We have also spoken on draw down & availability of my pension. During turbulent World economic times Jamie has been steadfast in his belief that financial markets will improve. I have seen a significant increase in my pension pot since 2001.
Have you seen the outcome you were hoping for?
Yes, the assistance & advice I receive from Jamie & their team,at Westminster Wealth Management, is superb!
What could they have done better?
I am very pleased with the advice & management of my pension
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Taking control of my finances
How has Jamie Pearson helped you?
Understanding how to plan for my future and looking after my finances and pension to suit my needs and my aspirations.
Have you seen the outcome you were hoping for?
Absolutely. I feel incredibly safe with Jamie. He’s brilliant
What could they have done better?
Genuinely nothing
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Looking to maximise savings and plan for the future
How has Jamie Pearson helped you?
Being very responsive and providing excellent guidance on investments and long-term planning. Our portfolio has done better than expected thanks largely to Jamie's continued and dynamic oversight and input. He nudges us at the right times and follows up to ensure we don't miss certain deadlines etc
Have you seen the outcome you were hoping for?
yes - very much so. Jamie has now been looking after my family's money for over 10 years
What could they have done better?
All good
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I needed adviser to take care of share portfolio which I used to managed.
How has Jamie Pearson helped you?
His advice and explanation at every stage of taking my share portfolio and also recommending excellent adviser for my pension pot as well
Have you seen the outcome you were hoping for?
Yes it was positive and far from what I expected
What could they have done better?
Very happy with all process since Jamie has become my adviser
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Multiple Pensions in several places with poor returns
How has Jamie Pearson helped you?
Yes and we have regular catch ups to go through progress.
Have you seen the outcome you were hoping for?
Yes - my portfolio has grown substiantially under Jamies Management
What could they have done better?
Nothing.
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Looking to secure a stable retirement fund
How has Jamie Pearson helped you?
He's been a steady advocate and understood our needs and takes into account our wishes, advising well when they conflict.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Consolidation of funds and creating a saving pot for retirement.
How has Jamie Pearson helped you?
Professional active management of funds. Advice on what and where to save whether for short term goals or long terms returns into stocks and shares and pensions funds.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. All amazing.
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Jamie Pearson helped you?
By wisely investing my inheritance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t believe he could have helped me more than he has done
Review from verified client
October, 2023
Overall
Advice
Service
Value
Based in Oxfordshire
What were the circumstances that caused you to initially look for an adviser?
I have had an IFA for over 25 years, initially to save for the longer term.
How has Jamie Pearson helped you?
Jamie initially reviewed my investments and made a host of recommendations for improved long term growth, all of which provided significant returns. He has since then instigated timely enough reviews and interventions to ensure my longer term growth aspirations are met whilst operating in a challenging environment. He is always responsive, super knowledgeable, down to earth and enjoyable to spend time with and this is not always the case in this sector of the market!
Have you seen the outcome you were hoping for?
Yes. Tempered with the reality of the global market situation in the past 3 years
What could they have done better?
Nothing significant...
Review from verified client
October, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Jamie Pearson helped you?
Strong financial advice
Have you seen the outcome you were hoping for?
Over long term yes but poor market recently
What could they have done better?
More client entertainment
Review from verified client
October, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
DB transfer to SIPP.
How has Jamie Pearson helped you?
Excellent
Have you seen the outcome you were hoping for?
Very good but the markets are delaying the growth I was expecting.
What could they have done better?
Investments in funds that maintain growth.
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Friends were getting financial advice and planning for their retirement so thought it about time I did the same.
How has Jamie Pearson helped you?
He has manged to get me to focus my attention on my financial future by explaining the issues and impact of decisions in an easily, understandable and manageable way. He has built my confidence to make financial decisions that fit with my risk profile/goals etc.
Have you seen the outcome you were hoping for?
The last couple of years have been difficult from a market/covid perspective but I feel comfortable that I am making noticeable progress towards my ultimate aim of providing for my retirement.
What could they have done better?
Nothing
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
Had many savings and investments that I wanted to consolidate and achieve a better return
How has Jamie Pearson helped you?
He has sat down and explained the consequences of these difficulties over past 3-4 years and what actions he is taking to still get a return on the investments.
Have you seen the outcome you were hoping for?
The consolidation has worked very well and I can see all the detail in one place and the performance. It seems that the performance, once charges are taken out has possibly been lower than what I may have expected but it has been a very difficult period with the pandemic, the recent high inflation and the downturn in the markets.
What could they have done better?
Probably not a lot under the circumstances that no one would have predicted.
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
to plan for retirement
How has Jamie Pearson helped you?
financial planning for retirement
Have you seen the outcome you were hoping for?
it is a long term plan
What could they have done better?
none
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I was working for a bank that did not offer a pension at the time (when i first signed up with Jamie). I wanted to self invest to build up savings and pension
How has Jamie Pearson helped you?
Financial advice and planning. discussion of financial needs (long and short term). Providing solutions.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Needed help with pension planning
How has Jamie Pearson helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Divorce settlement
How has Jamie Pearson helped you?
Explained how my pot of money wouldn't necessarily shrink by investing it wisely
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Lack of familiarity with the available schemes in the UK, and a desire to plan our savings efficiently
How has Jamie Pearson helped you?
gave us the appropriate advice for our needs, challenged our approach and acted according to our ultimate decisions
Have you seen the outcome you were hoping for?
yes
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I was conscious of needing more money set aside and invested over and above my work pension
How has Jamie Pearson helped you?
He has advised on a lot of matters and helped highlight things I might not have thought about. Work and private pensions, trusts, life and critical illness insurance, retirement plans, ISAs
Have you seen the outcome you were hoping for?
Yes I have. I am in a far better place financially than if I had just stuck with my work pension and spent money needlessly
What could they have done better?
I feel that the right balance has been struck so feeling all round positivity and good level of trust
Jamie's reply
Thank you, Max. I really enjoy working with you and Aude.
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
Lack of trust in others, had used Jamie in the past
How has Jamie Pearson helped you?
Explained complex things in a simple, easy to understand way.
Have you seen the outcome you were hoping for?
Incredibly happy with the outcomes
Jamie's reply
That is a lovely review. Thanks Nathan
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Time to place a private pension
How has Jamie Pearson helped you?
Advise and set up
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Don’t know I’m new to pensions
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Pension advice needed
How has Jamie Pearson helped you?
Reassurance
Have you seen the outcome you were hoping for?
Yes
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Was not familiar with the UK system of Pension and how it affects taxation. Jamie was very helpful in that regard
How has Jamie Pearson helped you?
He took the time to explain to my wife and I different aspects, and how these would affect our life style.
Have you seen the outcome you were hoping for?
Yes indeed
What could they have done better?
Nothing really, Jamie was excellent especially explaining how the UK standard of living reflects in our savings and financial planning
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Wiltshire
What were the circumstances that caused you to initially look for an adviser?
Having some savings and pensions
How has Jamie Pearson helped you?
Sorting my investments and pension plans
Have you seen the outcome you were hoping for?
Not yet but due to market
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in West Sussex
What were the circumstances that caused you to initially look for an adviser?
Future pension advice
How has Jamie Pearson helped you?
Reliable, sensible and approachable adviser
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I am very happy with Jamie
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
Looking for advise on planning for the future
How has Jamie Pearson helped you?
Offered good / sensible advise of planning for my retirement
Have you seen the outcome you were hoping for?
I dont think it has been long enough to see if the returns have meet my expectations
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
to ensure my pension works for me
How has Jamie Pearson helped you?
Clear consistent advice, explained in layman's terms that make sense and provide confidence with investments
Have you seen the outcome you were hoping for?
to a degree but the market turmoil has not been beneficial to any one so expected position has moved by a few years
What could they have done better?
nothing of note
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Reqire professional investment and retirement income guidance
How has Jamie Pearson helped you?
Helped with investment and retirement income guidance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Unaware
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Jamie
Extremely personable and knowledgable, Jamie made me feel at ease and rest asured that I will be in safe hands when building out a financial plan that will successfully underpin my life goals in the coming years.
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
sold property, needed to invest money
How has Jamie Pearson helped you?
diversified. reviewed. gave me longer term goals than I was previously used to.
Have you seen the outcome you were hoping for?
yes, money was invested well while I was out of the property game with the fluidity to access it as i took on building projects over the next 6 years
What could they have done better?
nothing.
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I had been with a well known high street advisor who treated me a like number, rarely listened and to be honest did not make much of an impact on my pension. Jamie is professional, transparent, knowledgeable, and genuinely a lovely person to deal with. I am incredibly glad I made the switch!
How has Jamie Pearson helped you?
Jamie has been frank and honest about my financial position and helped me make the right decisions to plan for the future.
Have you seen the outcome you were hoping for?
Yes and more than expected. very happy!
What could they have done better?
Not applicable
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Needed specialist advice when I decided to invest in stock & share ISAAs instead of Cash ISSA’s, and able to make monthly contributions.
How has Jamie Pearson helped you?
Using his professional expertise.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Don’t know if anything. Funds are moved around depending on performance, thus earning their fee!
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Jamie
Jamie has a friendly, professional and consultative approach. I gained a lot of comfort from our intitial meeting and appreciated that his approach was not 'salesy' or pressurised.
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Jamie
Inherited some money and needed advice. Very happy with the outcome.
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I wanted an independent financial advisor to assist in the management of my money after divorce and the subsequent change in my circumstances.
How has Jamie Pearson helped you?
He has provided clear advice and explained how my money is being managed. I really appreciate being able to trust a professional in these matters, but to also have an understanding of the processes involved.
Have you seen the outcome you were hoping for?
I believe my money is in safe hands, so yes, I am satisfied.
What could they have done better?
I do not have anything to add here.
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I had savings that I wanted to invest and be protected
How has Jamie Pearson helped you?
Jamie, has gone through my options and advised on the best course of action for making the best of my savings
Have you seen the outcome you were hoping for?
Yes
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Oxfordshire
What were the circumstances that caused you to initially look for an adviser?
Retirement of my spouse and ensuring the funds we had were going to last. Working out what to use first and when and looking long term at when those funds might start to run out. Basically, the need to know how this was going to work and Jamie was superb. The modelling he showed us was perfect in every way.
How has Jamie Pearson helped you?
Giving him a call and asking if I can spend “x” on going to watch the British & Irish Lions in Australia - and him being able to tell me the precise impact that will have.
Have you seen the outcome you were hoping for?
Yes, we chat regularly and after one year we are on plan.
What could they have done better?
In the current climate - nothing. It was a great experience and I wish I’d done it sooner.
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Best way to invest money and pensions for the future.
How has Jamie Pearson helped you?
Good advice and planning for the future.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
my personal pension needed more attention than i was able to give it
How has Jamie Pearson helped you?
he's got my finances organised
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing springs to mind
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Concerns about planning for uncertain financial future.
How has Jamie Pearson helped you?
Jamie has helped us navigate changing financial circumstances, helped us understand the impact of certain choices on future income, and provided a great framework to support getting our financial affairs in order.
Have you seen the outcome you were hoping for?
Yes, so far things have progressed as expected.
What could they have done better?
Very little, we’ve been tremendously happy with his support,
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Wanted to ensure I had a focussed and informed approach to financial planning
How has Jamie Pearson helped you?
Jamie has ensured I have always had a detailed understanding of my options open to me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am happy with the advice given at all stages
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Moving from an employee environment to a self-employed (for tax purposes) environment
How has Jamie Pearson helped you?
Expert, considered advice - on demand and when Jamie thinks it is a good idea (which it invariably is)
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Better understanding of being prepared for my situation now and the future
How has Jamie Pearson helped you?
Jamie has ensured my financial investments are in line with my current lifestyle and the future also
Have you seen the outcome you were hoping for?
Yes
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
i was not disciplined with my savings
How has Jamie Pearson helped you?
helped me organise my pension and my savings
Have you seen the outcome you were hoping for?
yes i have
What could they have done better?
nothing i can think of
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Desire to plan for the future
How has Jamie Pearson helped you?
Jamie has provided common sense advice and made us do those things that we all know we probably should - but it never seems the most exciting thing to do with excess cash. As a result we are in a significantly stronger financial position 10 years down the line than we would have been otherwise.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Follow up - sometimes they do the advice well, we take a decision and then the implementation slips a bit. More rigourous follow up and execution would make them better.
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Finances were disorganised
How has Jamie Pearson helped you?
He has taken time to talk us through the service and explained everything in a way that we could both understand. He has made sure he understands both of our situations and risk profile and advised us accordingly. Has maintained regular contact
Have you seen the outcome you were hoping for?
Yes- have a much better picture of where we are and can plan for our future
What could they have done better?
N/A
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
To get our finances in order
How has Jamie Pearson helped you?
Indeed
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
Nothing
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Accumulation of funds and redundancy payment
How has Jamie Pearson helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Contact clients at least once a quarter rather than waiting for them.
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Poor quality of existing adviser.
How has Jamie Pearson helped you?
Provided me with a better understanding of my financial situation.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
At this stage nothing.
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Wanted to explore options where my money could do more for me. Planning Financially for the future for my family
How has Jamie Pearson helped you?
Clarity in thought process, confidence in decisions.
Have you seen the outcome you were hoping for?
Initially yes but the market has not been favourable which is completely understandable but that is the world of investments. The overall gains have outweighed the market conditions
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
I have always wanted sound adivice for future since I was 30, was introduced to jamie and felt comfortable and confident
How has Jamie Pearson helped you?
Basic pension planning, savings in insurance, and contacts for mortgage planning
Have you seen the outcome you were hoping for?
Unfortunately due to covid and wars this has tainted the present results but confident this will come good based on device to date
What could they have done better?
Not much
Jamie's reply
Thank you, Jerry. Appreciate the nice review
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
First time investor
How has Jamie Pearson helped you?
Helping me meet short term and long term goals
Have you seen the outcome you were hoping for?
Yes
Jamie's reply
That is a lovely review, thank you! Jamie
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I had to take on responsibility for my parents affairs when I was their power of attorney
How has Jamie Pearson helped you?
Jamie gave me excellent advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
He couldn't
Jamie's reply
Thank you, that is a lovely review. Appreciate it. Jamie
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Londonderry
What were the circumstances that caused you to initially look for an adviser?
had money in the bank and work pension scheme doing nothing. he has real
How is Jamie helping you?
helping me create a long term plan and generally gain a better understanding of what i need to be doing to help me achieve my objectives
Have you seen the outcome you were hoping for?
absolutely
What could they be doing better?
all has been very clear and transparent
Jamie's reply
Hi Bill, Very nice review. Thank you! Jamie
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
/
How has Jamie Pearson helped you?
/
Have you seen the outcome you were hoping for?
/
What could they have done better?
/
Jamie's reply
Lovely review, thank you so much!
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Oxfordshire
What were the circumstances that caused you to initially look for an adviser?
I had a set of investments that had not been actively managed for some years and were not growing reaching their potential.
How has Jamie Pearson helped you?
Jamie's advice has been invaluable in several areas, both directly in terms of investments and in bringing in specialist help where required for example on Pensions and Mortgages.
Have you seen the outcome you were hoping for?
The outcomes have been exactly what I was hoping for, i.e. above average growth and secure investments.
What could they have done better?
Nothing so far
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Births of our children
How has Jamie Pearson helped you?
Laid out a clear trajectory of projected future income vs expenditure to allow us to make certain prioritisation decisions and manage our expectations.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Wiltshire
What were the circumstances that caused you to initially look for an adviser?
Reaching a stage when I had money to invest, nearing retirement and wanting to ensure private pension was the best one
How has Jamie Pearson helped you?
Reassurance that investments will be ok in the longer term
Have you seen the outcome you were hoping for?
No! But we have had a pandemic and war to contend with
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I wanted to understand whether I would in a position to fund for my retirement adequately.
How has Jamie Pearson helped you?
Jamie has helped me by ensuring that my initial financial goals are being achieved for my benefit in the long term. Jamie uses plain english to explain the outcomes of the decisions made & any future considerations that I need to contemplate. I believe that Jamie has my financial aims & best interests at the forefront of the advice he provides
Have you seen the outcome you were hoping for?
To date yes I have. I am not yet at the stage of actually retiring & the financial markets have gone through some particularly unusual & tough times recently, but I am still confident that over the long term the advice I have received will produce the desired outcome
What could they have done better?
At this stage I can't think of anything
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
I was looking for guidance on the most effective way of investing my savings
How has Jamie Pearson helped you?
Guiding and advising me on the safest and most efficient investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Long term investment with medium risk.
How has Jamie Pearson helped you?
Keeps in regular contact. Even though my portfolio would be considered small.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Don’t know. I don’t know enough about the financial markets myself. There has to be a certain amount of trust that your FA is monitoring the performance of the portfolio they have invested in, on your behalf.
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I needed to secure a future for my children and make my money work for me.
How has Jamie Pearson helped you?
He has guided me through what seemed like a difficult process but explained everything in a very simple manner and gave sound advice based on my current situation in order to achieve the desired outcome we are looking for.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Previous advisor left.
How has Jamie Pearson helped you?
Yes. Very clear and helpful
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not really. My profile is quite straightforward.
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Leicestershire
What were the circumstances that caused you to initially look for an adviser?
Change of circumstances due to divorce
How has Jamie Pearson helped you?
Helped me manage my settlement
Have you seen the outcome you were hoping for?
Yes
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Pension advice following Divorce
How has Jamie Pearson helped you?
Clear financial advice
Have you seen the outcome you were hoping for?
Yes
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Moving jobs
How has Jamie Pearson helped you?
Always on hand to answer questions; regularly reaches out proactivetly; incredibly personable
Have you seen the outcome you were hoping for?
So far, absolutely
What could they have done better?
Nothing
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Dorset
What were the circumstances that caused you to initially look for an adviser?
Consolidate pensions
How has Jamie Pearson helped you?
He listened to my requirements and offered me solutions without any pressure
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Pension administration
How has Jamie Pearson helped you?
improved pension pot, full confidence and trust in his advice
Have you seen the outcome you were hoping for?
to date yes
What could they have done better?
nothing
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I had savings that were not doing well, I was approached by another company, but they breached data protection.
How has Jamie Pearson helped you?
yes
Have you seen the outcome you were hoping for?
The savings do fluctuate, but it is explained to me.
What could they have done better?
No
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
My mortgage was up for renewal and a friend recommended Jamie’s firm. After a colleague of Jamie’s sorted that, I met with Jamie to review my situation.
How has Jamie Pearson helped you?
He reviewed my pensions and investments, not changing anything for the sake of it. Jamie reviewed our retirement plans and savings so that we can plan additional savings as required to meet our long term goals.
Have you seen the outcome you were hoping for?
Not many major changes for me so far, but I understand where I am much better. I have better protections against loss of income now too.
What could they have done better?
Nothing, always clear and easy to understand advice.
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I was looking to retire earlier than the state pension age and wanted to consolidate my pensions, savings etc to fund that
How has Jamie Pearson helped you?
Jamie and his team of specialists consolidated all my personal pensions including final salary pensions
Have you seen the outcome you were hoping for?
Yes I definitely have
What could they have done better?
I can’t recall a time where I felt that.