Jared's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 14 )
Financial Planning ( 25 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 14 )
£100k - £200k ( 8 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Support given to husband and I by previous IFA ( from 2006 ) , when widowed remained as client until their retirement . Portfolio then moved to Argentis.
How has Jared Brooks helped you?
From our first meeting I have found Jared to be friendly and approachable . His advice has proved to be appropriate for my situation and has resulted in acceptable returns.
Have you seen the outcome you were hoping for?
See above.
What could they have done better?
The vast majority of contact with Jared has been very positive , polite , friendly and helpful. Face to face reviews very valuable. My dealings in finance have been limited so , when given information I need it to be clear and relatively simple , without too much jargon. Some verbal and written feedback has occasionally made this difficult and I have had to ask additional questions ( sometimes probably unnecessary in finance eyes) during meetings and in emails. As I am aware , when passing on legal /financial information one has to appreciate that the client is on the back foot !
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My original advisor was recommended to my by my 1st place of work
How has Jared Brooks helped you?
Understands my needs
Have you seen the outcome you were hoping for?
Yes it has
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband was asked to attend a financial seminar before retiring and I went with him. After we signed up with the Company which has changed its name several times.
How has Jared Brooks helped you?
Explained about gifting and inheritance situation kept us up to date with investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No reason to dobetter
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were recommended to Jared by our retiring Financial Adviser.
How has Jared Brooks helped you?
Jared has maintained a high standard of customer care & boosted our financial status.
Have you seen the outcome you were hoping for?
This is totally dependant upon Stock Market behaviour.
What could they have done better?
Nothing.
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?
We wanted someone we could trust that would give us sounf financial advice.
How has Jared Brooks helped you?
Managed our funds and passed on good advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Unsure whether that was possible.