Jack Manser

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

Retirement and sale of business several years ago.

How has Jack Manser helped you?

Jack has discussed all options and got to know us as clients.

Have you seen the outcome you were hoping for?

Yes, considering the current world situation.

What could they have done better?

N/A

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

Initially my husband was looking for advice with Pension/Retirement Income. I had invested in Bonds with a Building Society which were maturing, and required advice on where this money could be re-directed to maximise the potential of those funds.

How has Jack Manser helped you?

Jack has taken over from our previous Financial Advisor and continued to give us confidence in our portfolio.

Have you seen the outcome you were hoping for?

Yes, our funds are relatively stable at the present time.

What could they have done better?

Jack's first solo meeting with us posed no problems and we will continue to place our trust with Jack for the future.

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

Wished to get finances in order prior to retirement, and to maximise the potential to create a secure financial situation.

How has Jack Manser helped you?

Jack has taken over from our previous long-term adviser, and has encouraged us to move to a discretionary managed portfolio instead of the fixed model with which we had been operating

Have you seen the outcome you were hoping for?

My original aims of tidying up my finances and creating a source of financial security have been achieved some time ago, and it is now a matter of seeing how well the new adviser relationship and investment portfolio develops.

What could they have done better?

I think it would help to have a clear agenda for the review meeting, as an aid to navigating what is a fairly long and complex conversation.

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

To plot a private course towards a beneficial retirement fund requires a lot of knowledge and a breadth of opinions. An adviser aligned with a large wealth finance team was key.

How has Jack Manser helped you?

Jack has absorbed our individual requirements for life and has advised us accordingly. His advice has allowed us to meet and exceed our expectations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Jacks advice is assured and measured so we are happy with his guidance and recommendations

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

We wanted to be better prepared for our retirement and to maximise our investment returns.

How has Jack Manser helped you?

Jack has supported us by identifying the most appropriate managed pension funds to fit our needs. We’ve also consolidated work pensions to simplify and to maximise performance. We have a clear plan and view of the projection over the coming years.

Have you seen the outcome you were hoping for?

Yes, we feel confident that we have a secure plan in place to suite our needs for the future.

What could they have done better?

The only thing I can think of is that it can take a long time to transfer work pensions to the consolidated managed fund, but I recognise that this delay is often due to the pension provider.