Jason's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 10 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 64 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 12 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 21 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 13 )
£100k - £200k ( 8 )
£50k - 100k ( 5 )
Up to £50k ( 8 )
Review
by a verified client in West Yorkshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous one was basically a crook! He mismanaged, lied and mislead myself and my wife and I lost £450,000 of my pension and £350,000 of my wife's pension and investments.
How has Jason Fisher helped you?
He stepped in to stop the rot and avoid any further major losses and changed my pension and investments to a trustworthy pension providers and a well managed portfolio
Have you seen the outcome you were hoping for?
Yse - 100%s
What could they have done better?
Nothing
Jason:
Many Thanks for this wonderful review and I look forward to speaking again very soon. Best Wishes!Review
by a verified client in West Yorkshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In 2008 was given option of financial advice via union when I retired.
How has Jason Fisher helped you?
He has provided me with advice regarding my savings.
Have you seen the outcome you were hoping for?
Yes
Jason:
Thank you for this review and I look forward to catching up again very soon.Review
by a verified client in London
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To look at pension options
How has Jason Fisher helped you?
he has helped me to look at options and select one that's ssuiitable for my needs with a good return
Have you seen the outcome you were hoping for?
To some extent
What could they have done better?
nothing. The market is not stable at present.
Jason:
Many Thanks for these kind words and I look forward to providing further guidance and support in the coming years.Review
by a verified client in South Yorkshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was to be made redundant from my employment and was to receive a lump sum payment together with release of my pension. I needed financial advice on how best to proceed with the monies I would receive especially as I had a mortgage, loan and was paying interest on a credit card.
How has Jason Fisher helped you?
During my first meeting with Jason, he ascertained the amount of money I would receive as payouts, the amounts of money I owed and my aspirations for my future. We discussed the best way forward which was to firstly pay off any debts followed by investing the remaining monies in different accounts. This has enabled me to enjoy a very fulfilling retirement by undertaking travels to many countries as well as living a good lifestyle.
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
The advice Jason provided me many years ago has allowed me to fulfil my dreams
Jason:
Thank you for these kind words and I look forward to hearing about your next overseas trip!Review
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed 2 pensions combined
How has Jason Fisher helped you?
Combined pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Unsure
Jason:
Thanks for the review and I look forward to catching up again soon!