David Jamieson

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

The large company I had previously used for many years was no longer giving good service.

How has David Jamieson helped you?

I first sought David's advice on the best way to invest some money for our grandchildren. I had put the same questions to my previous financial advisors and David's proposals were far more comprehensive and carefully explained. I was very impressed with the service he has given since then, now he handles all our financial affairs.

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 engaged David Jamieson to handle a complex QROPS transfer back to the UK.

How has David Jamieson helped you?

There were quite a few issues with the transfer and he handled these well with skill and knowledge.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Some guidance on the work practices of the receiving scheme might have been useful.

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

I needed impartial , professional advice on investing following retirement

How has David Jamieson helped you?

Excellent service, I felt David listened carefully to my wishes. He asked a wide range of questions before offering any advice and I did not feel pressured to make any decisions that I was not comfortable with.

Have you seen the outcome you were hoping for?

I feel that the outcome with be beneficial.

What could they have done better?

Nothing! Excellent service.

Please provide a brief comment about your experience with David

David was very straightforward, clearly explaining processes, and making useful suggestions.

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

I wanted to know whether I was on track for retirement and to take advice on how to achieve this outcome.

How has David Jamieson helped you?

David provided sound advice on consolidating my pensions into a single pension plan. He listened to my requirements and found an ethical fund in which to put my pension pots. He was clear on his reasons for making recommendations, up front about any costs associated with his advice and attentive throughout. Importantly, he gave me confidence that I was in a position to retire providing a breakdown of retirement income year on year. David was extremely personable and professional throughout.

Have you seen the outcome you were hoping for?

I am delighted with the outcome, as it has meant I can retire with confidence knowing that I have the funds available to do so.

What could they have done better?

Can't think of anything.