Jakob Payne

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

Wanted feedback on investments, pension contributions and future planning.

How has Jakob Payne helped you?

Given me the confidence that I am on the right track currently with my investment strategy and pension contributions. Jakob also gave great advise around my future house move and financial considerations I hadn’t thought of.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Jakob Payne helped you since your last review?

Has helped maintain advice regarding pensions, ISA investment and financial planning

This review is a follow-up review from a client who left a review previously.

How has Jakob Payne helped you since your last review?

Investments and savings are well structured and pension is one place

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

Taking retirement and amalgamating pensions.

How has Jakob Payne helped you?

Gave advice and arranged pension transfers and tax-free drawdowns.

Have you seen the outcome you were hoping for?

Yes, so far.

What could they have done better?

Happy with everything.

Please provide a brief comment about your experience with Jakob

Clear, didn't do a hard sell, seemed very well informed and i felt very comfortable talking with him.