Jake Millar

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

Financial investment following retirement

How has Jake Millar helped you?

Annual review of investments and Inheritance tax advice. Communication excellent.

Have you seen the outcome you were hoping for?

Portfolio increased over the last year. Happy with the portfolio management,

What could they have done better?

Nothing

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

I have used the services of an adviser for over 13 years. Jake has replaced my previous advisor and had quickly understood my circumstances and tailored a solution to suit my wants and desires for long term investments and financial planning.

How has Jake Millar helped you?

Jake has been a breath of fresh air! He listens and understands the drivers for my investment needs. He communicates and is contactable and exhibits an energy and enthusiasm for his work and products available to him.

Have you seen the outcome you were hoping for?

Yes, we have engineered an improved financial package to suit my needs as they are defined at present.

What could they have done better?

Jake could not have done anything better.

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

Needed advice for our investments.

How has Jake Millar helped you?

He visits us annually to review our portfolios and if any query occurs in between I just email him and receive a prompt response .

Have you seen the outcome you were hoping for?

Yes. Our investments have performed very well.

What could they have done better?

Nothing

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

Advice on selecting investments to create a Discretionary trust and also for family pensions

How has Jake Millar helped you?

On time advice and change to the portfolio to improve long term growth

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of.

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

Professional advice on selection of investments to set up a Discretionary Trust and to establish pension funds.

How has Jake Millar helped you?

Altering the portfolio to achieve better long term growth.

Have you seen the outcome you were hoping for?

All the changes were achieved smoothly and on time.

What could they have done better?

Nothing that I think of.

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

My previous adviser retired and Jake was his recommended successor

How has Jake Millar helped you?

By continuing to supply first class advice as per Mr Harrold, my former adviser. Jake has proved to be a worthy successor.

Have you seen the outcome you were hoping for?

Too early to tell

What could they have done better?

Not a lot

Please provide a brief comment about your experience with Jake

Jake phoned me back the day after my enquiry and was friendly and helpful. However the standard service in offer was more than I needed or wanted to pay for

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

For retirement and pension advice.

How has Jake Millar helped you?

He has brought all my pension pots together and placed them with a pension provider. The advice he gave to me to help me decide which type of pension to take was clear and easily understood. At no time did I feel pressurised to make my decision on which pension type to take.

Have you seen the outcome you were hoping for?

YES.

What could they have done better?

I cannot think of anything that was not very well done.

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

Pension advice and management

How has Jake Millar helped you?

Jake has kept us well informed

Have you seen the outcome you were hoping for?

Yes we have seen food growth

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

To make sure my money was doing the best for me in the future.

How has Jake Millar helped you?

Jake has continually helped . He has offered various products and been consistent with his visits to our home .

Have you seen the outcome you were hoping for?

Yes everything seems to be growing well .

What could they have done better?

Nothing at present.

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

Pension and savings were static

How has Jake Millar helped you?

He has listened to what we would like to achieve and advised us the best route.

Have you seen the outcome you were hoping for?

It is looking better than when we first started.

What could they have done better?

If i knew that i would have done it myself

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

Looking for professional advice and options for my private pension.

How has Jake Millar helped you?

HONEST AND PROFESSIONAL ADVICE, GOOD COMMUNICATION FACILITATING IN A STRESS FREE SETTING UP ON MY FUTURE FINANCES.

Have you seen the outcome you were hoping for?

YES, PUTS ME IN A WORRY FREE POSITION FOR THE FUTURE.

What could they have done better?

NOTHING, ALL SATISFACTORY.

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

Needed to transfer my pension to one that provided a drawdown option

How has Jake Millar helped you?

Advised on and achieved the above

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?

For advice on consolidating a couple of pensions

How has Jake Millar helped you?

Great advice regarding switching funds

Have you seen the outcome you were hoping for?

Not yet as the fund has only just been switched

What could they have done better?

Nothing

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

Important to get sound and correct advice for a secure retirement.

How has Jake Millar helped you?

Planning, advice, investment knowledge to suit my investment profile.

Have you seen the outcome you were hoping for?

Yes, very much so despite difficult economic times.

What could they have done better?

The service from Jake was excellent, nothing in my opinion needed any improvement.

Please provide a brief comment about your experience with Jake

I approached Jake for investment advise as I have 3 children and I am looking to save for their future and wanted advise on JISA’S

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

We had some money to invest and our original adviser retired

How has Jake Millar helped you?

He has been very helpful and thorough with his advice

Have you seen the outcome you were hoping for?

So far everything is satisfactory

What could they have done better?

Nothing that I am aware of.

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

Buying my first home

How has Jake Millar helped you?

He help through every step of the proses buying my first house even up to getting my keys

Have you seen the outcome you were hoping for?

Definitely and more

What could they have done better?

Nothing, Jake was so helpful

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

Expert advice

How has Jake Millar helped you?

With various options and clear communication

Have you seen the outcome you were hoping for?

Yes

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

We were looking to purchase our first home together and literally didn’t know where to start. Our friend had recommended Jake, so we booked to see him!

How has Jake Millar helped you?

Jake helped with literally everything. We didn’t have a smooth ride whatsoever and Jake went above and beyond to ensure that we got our house... even when it looked like we were nowhere near getting it! Jake stayed involved, answering my endless questions right up until the day we actually got the keys. He pushed the right people’s buttons to get us where we needed to be and was really, the only positive part of our house buying experience. Jake is so friendly and easy to get along with- we’ll actually miss working with him!

Have you seen the outcome you were hoping for?

We’ve now been in our house for two weeks- 9 months delayed- but we’re here!

What could they have done better?

Not at all.

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

Selling a home and porting a mortgage

How has Jake Millar helped you?

Jake has been absolutely wonderful and extremely patient with us throughout our house buying/selling journey! He's stuck with us even though our house sale fell through 3 times and has always offered the best advice for us. He's always kept us updated on the latest deals or what would be best for us. He helped get our mortgage approved with complicated circumstances and we really couldn't have done it without him! I highly recommend him for anyone wanting help with house sales and purchases! He's super friendly and does an amazing job! Thank you so so much, Jake!

Have you seen the outcome you were hoping for?

Yes! We wouldn't have been able to do it without him!

What could they have done better?

Nothing!

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

There was a wide market and I wasn’t sure that I was getting the best deal possible for my money.

How has Jake Millar helped you?

Because my wife and I have busy roles in the teaching profession, time is rather valuable to us. Not only will Jake provide sound, up-to-date knowledge but he will also help to take the stress away of a remortgage and make the transition as smooth as possible. For anyone in a position like us where they don’t have the prior knowledge or time to conduct this process themselves, an operate like Jake would be extremely useful for them.

Have you seen the outcome you were hoping for?

Absolutely! We have returned back to Jake each time for our mortgage needs.

What could they have done better?

N/A