Colin Jessopp

Colin Jessopp

Colin Jessopp

Colin's reviews

Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 1 )

Pensions ( 18 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 16 )

Investments and Savings ( 37 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 18 )

Long Term Care ( 11 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 8 )

Financial Mentoring ( 4 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 9 )

£200k - £500k ( 9 )

£100k - £200k ( 3 )

( 1 )

£50k - 100k ( 4 )

Up to £50k ( 1 )

Review

by a verified client in Kent

2 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Management of pension pots

How has Colin Jessopp helped you?

Colin has helped me consider all my options with regards my retirement funding. He was also gave great advice on additional benefits available to my elderly parents.

Have you seen the outcome you were hoping for?

Yes the outcome sees me predict a sustainable retirement with decent living standards

What could they have done better?

I feel I have received all the advice and more from Colin including emotional support through tricky times.

Colin:

thank you David
Review

by a verified client in Oxfordshire

2 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was looking for someone to help me with future financial planning with a view towards retirement.

How has Colin Jessopp helped you?

Colin has helped by taking a long-term perspective but always aware that savings may need to be accessed for an unplanned circumstance.

Have you seen the outcome you were hoping for?

Colin has been really helpful and reliable in making sure that my savings are working well for me.

First impression

by a VouchedFor user

2 years ago

Overall

Please provide a brief comment about your experience with Colin

Colin was very friendly and extremely helpful, offering sound advice about managing my pensions. He explained things clearly and was patient and generous. He allowed as much time as needed to answer my many questions, while alleviating my anxieties as someone fairly illiterate in financial concerns. I would highly recommend his services.

Review

by a verified client in Somerset

2 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I wanted to invest a bit of money following divorce settlement

How has Colin Jessopp helped you?

He invested my money

Have you seen the outcome you were hoping for?

Yes

First impression

by a VouchedFor user

2 years ago

Overall

Please provide a brief comment about your experience with Colin

My experience with Colin a positive one with good advice and help with a pension form