Sally Jackson

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

I had an inheritance and needed advice.

How has Sally Jackson helped you?

She has given me good advice. If there is anything I don’t understand she breaks it down so I can understand. She takes time to find the right investment plan for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can’t think of anything.

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

been with this firm for 22 years

How has Sally Jackson helped you?

advised on moving pension pot and drawdown options

Have you seen the outcome you were hoping for?

only just started drawing down so no comment

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

We have had a financial advisor with the same company for over 20 years. Sally has now taken over as our advisor.

How has Sally Jackson helped you?

She has been very approachable, not used complicated 'financial ' language and has identified what we need for our lifestyle.

Have you seen the outcome you were hoping for?

We are in the process of making pension changes and look forward to seeing the results.

What could they have done better?

Don't know

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

Consolation of pensions

How has Sally Jackson helped you?

Sally helped and advised ways to consolidate my pensions and raise funds for past debts

Have you seen the outcome you were hoping for?

Getting there .. markets have been against growth in the early years but this is improving

What could they have done better?

I totally satisfied

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

Inheritance. I needed advice as to the best ways to invest money, whilst being able to have some income and as necessary, have access.

How has Sally Jackson helped you?

Investment advice. Annual review of finances. I H T planning Sally is always available to chat to if something crops up.

Have you seen the outcome you were hoping for?

Yes and I’m able to change things at any time.

What could they have done better?

I’m entirely satisfied with Sally’s advice

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

I was looking into early retirement and needed help with investing our savings and also help with doing a pension transfer

How has Sally Jackson helped you?

she has helped with a pension transfer enabling me to retire early. Given us help and advice on investing our savings. Given advice and help on budgeting for my retirement

Have you seen the outcome you were hoping for?

Absolutely everything I was hoping for Sally has helped me achieve my planned goals

What could they have done better?

Nothing the service and advice from Sally has been outstanding and given me much confidence with my future finances

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

We wanted advice on planning for our future including retirement. We have two adult children and I had an inherited property and we wanted help in deciding if we should sell the property and invest the money or carry on renting.

How has Sally Jackson helped you?

Sally has helped us enormously by analysing our income and expenditure in relation to different scenarios. She helped us to establish our main objective which was for my husband to leave work and for us to maintain our current lifestyle. She has supported us through major life events such as retirement, selling our inherited property and investing funds.

Have you seen the outcome you were hoping for?

Yes - very satisfied with the outcome of the decisions Sally has helped us to make.

What could they have done better?

Unfortunately, with the substantial rise in fees (from 0.6% to 1%) we don't feel able to continue with ongoing financial advice. We have been cautious in our investments so do not need advice on moving funds at this stage.

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

needing advice about the safest and most beneficial way to manage our money post retirement

How has Sally Jackson helped you?

Sally has increased our understanding of how to manage our money in a safe and sustainable way and to understand our financial health now and for our future.

Have you seen the outcome you were hoping for?

100% We did not feel knowledgeable enough to make good decisions alone, and after a recommendation from a friend, we are delighted to have worked with Sally. We have gained a way forward in line with our wishes and values.

What could they have done better?

Nothing. Sally is friendly, approachable, understanding and has all the knowledge and resources we needed. We really didn't know how to procedd with our financial management and couldn't be more pleased with the outcome

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

We required an objective and professional analysis of our overall current financial position and a friend recommended the company Sally works for. We also needed a comprehensive report to read and re-read, to ensure we were making informed decisions.

How has Sally Jackson helped you?

We feel Sally genuinely listened to us! She took the time to find out how we had invested our money in the past and what we wanted to achieve with our finances, moving forward. She patiently and astutely extracted the financial information she needed to create a accurate report.

Have you seen the outcome you were hoping for?

Yes! Sally required permission from an existing pension provider, to complete her analysis, but kept us informed of her progress. She compiled 2 very relevant, informative and helpful reports, absolutely giving us the outcome we needed.

What could they have done better?

We unanimously agree, absolutely nothing could have been done better.

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

As a small business owner for support managing our workplace pension scheme and also for personal pension and financial planning advice.

How has Sally Jackson helped you?

Managing my company workplace pension and supporting me with personal pension and financial planning advice. I much prefer inperson advice and I particularly appreciate Sally's calm, professional and thorough manner.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Sally is the exact combination of knowledgable professionalism and approachable friendliness that I like.

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

Need to review my pensions and have along term plan, assessing my level of saving relative to potential pension income.

How has Sally Jackson helped you?

Reviewed pension performance relative to risk, ethical profile and return

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

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

I cannot remember as it is 50 years ago

How has Sally Jackson helped you?

By giving advice

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Nothing more at present

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

We were considering making a large purchase and wanted to be sure if it was a financially sensible thing to do, what was the best way to make the purchase and for some general advice about pensions, savings and financial planning

How has Sally Jackson helped you?

Sally listened to what we were planning to do, looked at all of our finances, checked our calculations and thoughts out, undertook some financial modelling and advised us of the best way forward.

Have you seen the outcome you were hoping for?

Absolutely, we were able to go ahead with the purchase with the confidence that it was the right way forward and we have a good understanding of our financial situation going forward.

What could they have done better?

We honestly don't think Sally could have done anything better. She understood our feelings about risk, challenged us on a number of things (which was a really good thing for us) and gave us the reassurance we were looking for.

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

I received an inheritance and was looking to invest the money.

How has Sally Jackson helped you?

She has recommended an investment plan and executed this plan on my behalf.

Have you seen the outcome you were hoping for?

Due to the recent financial downturn the investment decreased. However, the investment is now showing improvement.

What could they have done better?

I can not think of anything that could have been done better.

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

I started my own business in 2018 and wanted some advice regarding pensions. Sally was recommended to us and has been brilliant ever since.

How has Sally Jackson helped you?

Sally initially reviewed my various pensions and was able to consolidate these into one pension that my new business could use going forward. Her advice was very clear. balanced and appropriate to my needs. Sally was also able to support my husband in consolidating some of his pension pots. Since then Sally has been undertaking regular pension/financial reviews with us to let us know how our pensions are doing but has offered so much more than that in relation to mentoring regarding planning for retirement (and current day to day financial situation).

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing - we have appreciated the advice provided and regularity of reviews etc. Sally is also a pleasure to communicate with.

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

Needed advice re savings and existing investments

How has Sally Jackson helped you?

Sally hoped that my Sterling investment could be avoid as much tax being paid on the interest from this investment for those inheriting it. Unfortunately it could not.

Have you seen the outcome you were hoping for?

One I was expecting but hope Sally would succeed.

What could they have done better?

No

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

Financial and pension advice

How has Sally Jackson helped you?

She has been very helpful and informative

Have you seen the outcome you were hoping for?

They are mainly long term investments

What could they have done better?

No

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

Decided to take early retirement.

How has Sally Jackson helped you?

Sally was very thorough when going through all the options and I was happy with the result

Have you seen the outcome you were hoping for?

Yes, I am very happy

What could they have done better?

Nothing, I am very pleased with the service I have had.

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

Early retirement

How has Sally Jackson helped you?

Sally has been very helpful by going through all financial options and explaining the choices on were the money would be going.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the new investment.

What could they have done better?

Nothing I am very happy.

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

Help in managing my finacial affairs

How has Sally Jackson helped you?

Sally helps us with our finacial planing and investment.

Have you seen the outcome you were hoping for?

Yes, we have.

What could they have done better?

Sally is pretty good.

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

I had funds available for investment

How has Sally Jackson helped you?

She has guided my investment

Have you seen the outcome you were hoping for?

Mostly.

What could they have done better?

Very little, as the market has an unpredictability.

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

We needed to get a pension and decided to go with a family recommendation, Sally became our adviser when he retired

How has Sally Jackson helped you?

Dscussion of our pension plan and other more general financial planning for the future

Have you seen the outcome you were hoping for?

She has been very helpful, the truth about how much more we actually need to save is not what we were hoping for (!) but the honest and helpful advice we recieved from Sally will help with that

What could they have done better?

n/a

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

personal pension was due

How has Sally Jackson helped you?

helped to organise pension and gave advise on personel and state pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

happy with service

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

Sally took over seamlessly from Nic

How has Sally Jackson helped you?

See above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at the moment

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

Can't remember

How has Sally Jackson helped you?

Sally has really helped us with our pension and future plans.

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

Well there is always room to improve, but Sally is doing a great job and she's lovely to deal with. We're happy.

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

I needed advice regarding saving for retirement, and later, having retired, regarding the management of my money.

How has Sally Jackson helped you?

She listened, assessed my needs, asked some good questions, gave advice and took the necessary action for me.

Have you seen the outcome you were hoping for?

Yes. I feel my money is being well managed.

What could they have done better?

Nothing to say.

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

I have used the company Sally works for on and off for many years. She only became involved with me fairly recently when my advisor was nearing retirement.

How has Sally Jackson helped you?

Sally has helped me with advice relating my private pensions which has been of great importance as I reached the age of 65 last year. She is also in the process of helping me with how to secure a level of income I need from my various investments.

Have you seen the outcome you were hoping for?

All the help and advice Sally has given me has been of the greatest value to me. It is too early to answer this question fully as we are still working towards organising my finances in a way that best secures my long term future

What could they have done better?

I cannot fault Sally in any way thus far

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

Received a lump sum from share scheme

How has Sally Jackson helped you?

Mortgage advice initially Then in terms of giving confidence and options for managing our money

Have you seen the outcome you were hoping for?

Had limited expectations

What could they have done better?

Not sure

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

At the time we had some surplus funds and needed advice regarding where and how to invest wisely.

How has Sally Jackson helped you?

Sally has been most helpful in regularly reviewing our investments and in dealing with our changing needs over a number of years.

Have you seen the outcome you were hoping for?

Yes we have received good advice on an on-going basis and as our circumstances have changed over a number of years.

What could they have done better?

Made the markets perform better!

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

Was introduced to Sally from a trusted Adviser who has now retired.

How has Sally Jackson helped you?

Very thorough, explains things in understandable clear terms. Helper me hopefully better investment performance

Have you seen the outcome you were hoping for?

Early days

What could they have done better?

Nothing

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

I was for many years part of a workplace pensions scheme.

How has Sally Jackson helped you?

Sally has ensured by annual review that I have received sound financial advice regarding my private pension. Sally has made me aware of other financial options and was instrumental in enabling my wife and I to sort out our Wills and Power of attorney.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Cannot think of anything.