Simon Jackson

Please provide a brief comment about your experience with Simon

Very helpful and informative

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

Left an inheritance

How has Simon Jackson helped you?

Invested my money in secure places giving me an income

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Simon

Simon was very helpful this morning and reassured me that what I was thinking of doing with my money was good .Just what I needed to know without any risky investments.

Please provide a brief comment about your experience with Simon

I was quickly able to book an initial meeting with Simon who was easy to speak with, knowledgeable and interested in my thoughts and concerns. The other staff in the office are also friendly and helpful on the phone when I have contacted Simon with further questions or information.

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

Considering retirement post redundancy.

How has Simon Jackson helped you?

Confirmed that there is enough in the pension to retire, and executed the plan.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

There were some questions that I felt could have been answered more clearly, e.g. around who has can make access to my new pension account. Also there were some questions asked in meetings that Simon didn't know the answer to and said he would follow up on, but didn't.

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

My retirement, with several pensions and a need for advice on how best to access them.

How has Simon Jackson helped you?

Simon has helped my wife and me understand our options, recommended a plan for pension consolidation and access, and implemented it for us.

Have you seen the outcome you were hoping for?

Yes, the pension consolidation has recently been implemented, and everything looks fine.

What could they have done better?

Nothing - it's going very well.

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

Simon was highly recommended by a good friend of mine who had Smith & Wardle under his compliance remit

How has Simon Jackson helped you?

Financial planning, pensions advice, retirement planning, general financial advice.

Have you seen the outcome you were hoping for?

I have formalised my retirement for 6 months, we have consolidated our pensions & maximised tax and investment allowances

What could they have done better?

Clearly around the financial year end, there was a lot of pressure on the S&W team to complete everything. Despite me wondering whether everything would be done, Simon reassured me all was in hand - and indeed it was. All pension consolidation & tax planning completed on time.

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

inheritance and financial planning for our retirement

How has Simon Jackson helped you?

Simon has helped us tremendously understand our life ahead financially

Have you seen the outcome you were hoping for?

yes

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

To help with best way to deal with multiple pensions

How has Simon Jackson helped you?

Simon is Very efficient and always ready to help in any circumstances also very easy to talk with and really knows his stuff, plus he is a nice guy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

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

Retirement

How has Simon Jackson helped you?

Simon explains and demonstrates our financial options and forecasts in a professional but friendly way and ensures that we understand.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I needed help with long term planning for my pension and had absolutely no idea what my investments were worth or at what age I can retire.

How has Simon Jackson helped you?

- informative, neutral and unbiased advise - tips on how I can improve my pension pot - best way, to invest my money

Have you seen the outcome you were hoping for?

I was more then happy with the outcome and with the advise I was given and the future looks great.

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

Retirement and downsize home

How has Simon Jackson helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing g

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

I have been retired for 16 months and Simon has been my pensions advisor throughout. We have agreed a twice yearly review, but he has always made himself available if I have any financial issues during the refurbishing of my house.

How has Simon Jackson helped you?

He has given me a thorough forecast on my pension pot, and given advice on funeral services and the issue of later care support.

Have you seen the outcome you were hoping for?

Yes, in more than one case, Simon's advice has steered me through my original financial problems

What could they have done better?

Nothing in reflection, their services clarified/corrected all of my issues

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

We needed financial advice on our pensions and savings

How has Simon Jackson helped you?

Offered excellent service and financial advice.

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing, they have been excellent

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

As we are approaching retirement, we wished to rationalise our savings and investments.

How has Simon Jackson helped you?

Simon is very straight talking and down to earth. He doesn't over promise or hard sell. He is very service oriented!

Have you seen the outcome you were hoping for?

Yes!

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

We inherited some money so needed expert advice

How has Simon Jackson helped you?

Definitely. He explains some of the more complicated issues very well

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

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

My employer kindly gave me a sum of money and advised me to put it in a pension

How has Simon Jackson helped you?

He has given me very good advice which I was very happy to follow as he explained it all in a very easy way for me to understand

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything which could have bettered the advice given.

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

To cosolidate

How has Simon Jackson helped you?

Considerably

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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

To start a pension fund

How has Simon Jackson helped you?

Very knowledgable but approachable and friendly

Have you seen the outcome you were hoping for?

Yes so far I have

What could they have done better?

I can’t think of anything

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

Retirement

How has Simon Jackson helped you?

Given us advice we can understand. Took the time to really listen to get an understanding of what we think we need.

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Nothing

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

I had a substantial amount of cash to invest

How has Simon Jackson helped you?

Mainly advice

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Don’t think could have done better

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

I needed to get advise on the best ways to consolidate and manage my pension options prior to taking early retirement.

How has Simon Jackson helped you?

Simon has explained all my options in a clear and understandable way. Without overloading me with technical jargon I was able to understand the choices I had and, with his guidance, to make the most appropriate decisions for my current and future circumstances. Simon has a very friendly attitude. I have never felt that any question I have asked has been stupid and he has always taken the time to explain any concerns I have and made sure that I have understood his explanations. I think the thing I most appreciate is that I feel Simon is 'on my side' and that the advise he gives is centered on what is right for me. It can be daunting to make critical decisions about pensions but I feel confident that with Simon's help I can make the right choices. It is also comforting to know that Simon is always available to answer any questions that I have which gives me great peace of mind.

Have you seen the outcome you were hoping for?

Yes - in fact the options provided my Simon and his firm exceeded the expectations I had calculated myself. Simon was also able to give me advantageous options I was unaware of.

What could they have done better?

I can't think of anything that could be improved. I feel very happy with how everything has been dealt with and comfortable that my pension choices have put me in a good place.

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

I had money I wished to invest

How has Simon Jackson helped you?

Frequent accurate reports

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

To be honest not a lot

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

As a previous client of Smith & Wardle, we were moved across to Simon due to staff rejigging. Quite honestly, after years of just pretending I understood investments, Simon took the time & explained everything in layman's terms (more than once if needs be) & perhaps in a different way if it didn't make sense first time. For me personally, it helped me to understand by having 'examples' & Simon was always happy to clarify or read-a-just the way he delivered if I didn't understand - all with a calm attitude & lots of patience. Sometimes going over & above when he really should have just been relaxing with his family.

How has Simon Jackson helped you?

To understand the complicated world of pensions & investments at a time when we are looking at potential retirement.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Possible given us a nudge on making sure our other (outside Smith & Wardle) tax free savings (ISA's) were topped up.

Please provide a brief comment about your experience with Simon

Simon listened carefully in order to understand my objectives and my appetite for risk and opportunity. Good work, well presented.

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

Two of my pensions where coming up for renewal

How is Simon helping you?

He is organising the transfer of the pensions

Have you seen the outcome you were hoping for?

Yes Simon recommend a new pension which I am putting both old pensions into at the moment

Please provide a brief comment about your experience with Simon

Simon is very competent and professional. He made it easy to understand my requirements and is great to talk to.