Jason's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 88 )
Retirement income (annuities, drawdown) ( 59 )
Investments and Savings ( 64 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 17 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 51 )
Financial Mentoring ( 8 )
Financial Coaching ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 20 )
£100k - £200k ( 10 )
Up to £50k ( 5 )
£50k - 100k ( 12 )
Review
by a verified client in Northamptonshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Savings and inheritance accumulating requiring more specific financial planning and professional advice.
How has Jason McConkey helped you?
I have met with Jason on three occasions at his offices and found him to be very open friendly and trustworthy with a good rounded knowledge of financial markets in UK and Globally.
Have you seen the outcome you were hoping for?
Yes my investments have all now been placed with ongoing advice from Jason going forwards.
What could they have done better?
I believe Jason works to the highest standards of financial planning with professional advice received at each meeting over the product ranges available in a fairly turbulent global market which is not an easy ask in any circumstances but gave assurance on risk profile selected by myself with his oversight. Going forward Jason gives me confidence that investment products will mature over predicted timescales as stated.
Jason:
Hi Allan, Thanks for the review, much appreciated. We understand the goals we are jointly working towards and we'll regularly check the progress with the investments. I look forward to catching up soon, hopefully on the golf course. Thanks again, JasonReview
by a verified client in Northamptonshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to take control of my pension fund
How has Jason McConkey helped you?
Over 5 years
Have you seen the outcome you were hoping for?
In the long run yes, having moved my pension from one fund to another within the last 12 months.
What could they have done better?
Maybe advised me to move funds a bit earlier, but I'm very happy about the outcome.
Jason:
Thanks for the review Richard, much appreciated. i'm glad i can help you and Barbara on the next steps towards retirement. If you need anything please call. Kind Regards, JasonReview
by a verified client in West Midlands
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor retired
How has Jason McConkey helped you?
He is always available either by phone or in person to answer any of my financial questions, leaving me confident that my affairs are always in order.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing could have been done better, when talking to friends and colleagues I realise how fortunate I am to have such excellent advice.
Jason:
Thank you for the review and the recent referrals, much appreciated. If there is anything further i can help with please let me know. Thanks, JasonReview
by a verified client in Northamptonshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bereavement. The need to understand more about pensions and investment.
How has Jason McConkey helped you?
Understood my situation. Supported in organising my finances. Researched my questions. Given professional advice.
Have you seen the outcome you were hoping for?
Yes. Plus, it has given me financial confidence.
What could they have done better?
In my opinion, nothing. Jason is always available if I have a query.
Jason:
Thanks Adele, it's a pleasure looking after you and Rod you are lovely clients. If i can help further in anyway please let me know. Thanks, JasonReview
by a verified client in East Sussex
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to increase my personal pension to be able to live on comfortably.
How has Jason McConkey helped you?
Yes, Jason helped me and gave me advice pertaining to my needs.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Jason:
Hi Zennie, thanks for the review, much appreciated. I'm glad you are enjoying retirement by the coast and the investments are helping to pay for your holidays. Speak soon. Thanks, Jason