Jamie's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 73 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 59 )
Investments and Savings ( 109 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 26 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 44 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 16 )
£100k - £200k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Bristol
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife did not think I was capable of making good investment choices, and friends recommended Ifamax, and so we met Jamie, and handed over my responsibilities
How has Jamie Jacobs helped you?
By securing our investments, offering us advice on care costs, demonstrating that they are likely to be manageable, and advising us on pension plans
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I am aware of
Review
by a verified client in Bristol
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following the passing of my husband I was in need of someone who I could trust with my finances to help guide me through both those initial stages and for the rest of my life.
How has Jamie Jacobs helped you?
Jamie was initially a great support to me when my husband passed away as he helped me navigate my way through our cash, investments and various policies. He did a great job of simplifying these, with clear and understandable advice, all with a human touch. Since then, he has become more of a friend than a financial adviser and it gives me great comfort that I can send him anything remotely financial and he will deal with it effectively and with great cheerfulness.
Have you seen the outcome you were hoping for?
The service, returns and advice from Jamie has been everything I would have wished for and more from an adviser.
What could they have done better?
Absolutely nothing!
First impression
by a VouchedFor user
9 months ago
Overall
Please provide a brief comment about your experience with Jamie
Have had a useful phone call but have not met him yet
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money transferred by family + family already with Ifamax
How has Jamie Jacobs helped you?
Sound advice, can relate and adapt his recommendations and guidance based on where we are in life, our lifestyle and personal preferences. Gives the pros and the cons in a clear, simple manner even on complex topics.
Have you seen the outcome you were hoping for?
Our investments are doing well so yes + we always look forward to catching up with Jamie, not just very professional but also very nice.
What could they have done better?
Jamie is a sound and friendly adviser, who delivers both on ROI and as advisor on general financial matters. Hard to see what he could do better, he's already doing very well!
Review
by a verified client in Somerset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To put money saved safely away and to make it grow!
How has Jamie Jacobs helped you?
he has advised re investments and SIPPs and thus far(after a year) our investments have grown. He is always well prepared for our meetings, and some of the transfers have been complex and he has been very patient in facilitating these
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing obvious