Reviewed for
Insurance and Protection ( 1 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 21 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 1 )
£100k - £200k ( 4 )
Client reviews
Review from verified client
September, 2015
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement.
How has Jason Lurie helped you?
Jason's advice is straightforward and easy to understand. He understands our requirements and takes time find appropriate solutions and explain his recommendations. If we have any questions in between reviews, we just need to phone Jason and he is always happy to answer them.
Have you seen the outcome you were hoping for?
Recently "downsized" and invested the proceeds - too soon to comment on outcome.
Review from verified client
September, 2015
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Because I needed professional advice in financial planning being just a few years from retirement.
How has Jason Lurie helped you?
Jason was able to understand my needs quickly and efficiently and came up with an investment plan/goal which made a lot of sense to me, explaining it to me in layman terms which I appreciated. Any questions that I have during the year are answered quickly and I receive a full written report from Jason in our twice yearly review meetings. I feel very comfortable with Jason as my Financial Advisor.
Have you seen the outcome you were hoping for?
Yes, Jason has certainly guide me in the right direction and I now feel much more comfortable with my financial plans for the future with Jason's guidance and advice.
Review from verified client
September, 2015
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
My Husband died and I needed help to manage and to sort out his money.
How has Jason Lurie helped you?
I Think that my adviser understands my situation and attitude to risk and provides a professional service.
Have you seen the outcome you were hoping for?
Yes.
First impression from a user who is not yet a client
January, 2015
Overall
Please provide a brief comment about your experience with Jason
First impression from a user who is not yet a client
December, 2014
Overall
Please provide a brief comment about your experience with Jason
He was very helpfully clear that he was unable to assist in my circumstances, so time was not wasted.
Review from verified client
January, 2014
Overall
Advice
Service
Value
Based in Middlesex
How has Jason Lurie helped you?
My wife and I had an initial meeting with Jason to discuss a full financial planning role. He was very clear and helpful. We have decided for the moment for various reasons to defer going down this route with any IFA. But should we decide to do so in the future we will be highly likely to go back to Jason
What could they have done better?
Nothing.
First impression from a user who is not yet a client
December, 2013
Overall
Please provide a brief comment about your experience with Jason
Excellent initial consultation. Will keep this gent in mind for future financial advice
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in Middlesex
How has Jason Lurie helped you?
Jason comprehensively reviewed the options and provided clear structured advice indicating the preferred route
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in Surrey
How has Jason Lurie helped you?
Jason was able to understand my needs quickly and efficiently and came up with an investment plan/goal which made a lot of sense to me, explaining it to me in layman terms which I appreciated. Any questions that I have during the year are answered quickly and I receive a full written report from Jason in our twice yearly review meetings. I feel very comfortable with Jason as my Financial Advisor
Review from verified client
October, 2013
Overall
Advice
Service
Value
Based in West Sussex
How has Jason Lurie helped you?
Jason is very personable, good at taking an overview of all personal financial matters and producing appropriate proposals.
What could they have done better?
Nothing immediately comes to mind.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Cheshire
How has Jason Lurie helped you?
Responds promptly with clear advice avoiding unecessary complication of the problem. takes the initiative to resolve issues with third parties.
What could they have done better?
Nothing of significance
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Hampshire
How has Jason Lurie helped you?
He makes his advice clear and uncomplicated by industry jargon! He is very approachable and easy to talk to.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Essex
How has Jason Lurie helped you?
Jason's approach has always been extremely professional and friendly. He is always very thorough and comes to meetings fully prepared with where all our investments, pensions etc are at. We have used Jason for nearly two decades now and he has always served us well.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in London
How has Jason Lurie helped you?
Regular meetings Comprehensive update of finances Strong action to keep charges to minimum via portfolio strategy focused on trackers
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Surrey
How has Jason Lurie helped you?
Jason's advice is straightforward and easy to understand. He understands our requirements and takes time find appropriate solutions and explain his recommendations. If we have any questions in between reviews, we just need to phone Jason and he is always happy to answer them.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Surrey
How has Jason Lurie helped you?
Jason is very good at fitting financial planning into the bigger picture of life, one's hopes, dreams and aspirations
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Surrey
How has Jason Lurie helped you?
I Think that my adviser understands my situation and attitude to risk and provides a professional service.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Surrey
How has Jason Lurie helped you?
Jason Lurie is a very talented IFA. He quickly grasped what we required and tailored a comprehensive plan to suit our gaols and risk profiles, explaining everything along the way ,including the costs. Along with his partners and support staff they make an impressive company. My wife and I have peace of mind knowing Jason is looking after our financial affairs.
What could they have done better?
Nothing comes to mind.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Surrey
How has Jason Lurie helped you?
Understands the aims of the client and works with this mind
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Surrey
How has Jason Lurie helped you?
Takes time to listen. Responsive to balancing life goals with financial goals.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Surrey
How has Jason Lurie helped you?
Jason has taken great pains to understand me and my attitude to risk, and knows what is right or wrong for me. Our reviews are regular but never onerous because of the knowledge he has built up.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Hampshire
How has Jason Lurie helped you?
Jason takes the time to engage with and fully understand the client needs. This brings him into a closer relationship, which means that the investment advice offered and recommended is well thought through and not just a list of 'push products'. Jason also takes a long view with his clients and lays out a clear financial strategy for the future.
What could they have done better?
Improve his golf!
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Suffolk
How has Jason Lurie helped you?
Comprehensive understanding of financial planning requirements. Very loyal to client base Excellent mechanism for 'recommending' specialists outside his particular firm. All round good bloke
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Buckinghamshire
How has Jason Lurie helped you?
Jason always takes time to understand my finances and gives appropriate advice. He understands that I have experience myself in financial matters and we work TOGETHER to make the solution fit
What could they have done better?
No area requires
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in London
How has Jason Lurie helped you?
Always offered free and impartial advice which met and exceeded our expectations. Would have no hesitation in recommending Jason.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Cambridgeshire
How has Jason Lurie helped you?
He provides a very personal service. Prior to moving to Jason I had the financial management sectino of a well known high street bank managing my portfolio, but with them performance was always poor and I never got the feeling of any individual service at all. Completely different with Jason, always available to answer questions, knowns what is important to me and what isn't, and performance when compared to industry indicators is much better.
What could they have done better?
Difficult to think of much really, though his golf swing is a bit suspect at times.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Herefordshire
How has Jason Lurie helped you?
Jason offers an extremely professional service. He is exceptionally knowledgeable in his field. The products he chose were ideally suited to our requirement in terms of desired outcome and risk. He keeps us well informed at pre-arranged periods; changes are made purely by our necessity and always with a view to keeping costs at a minimum (i.e. minimising transfer fees). Given the climate in financial markets over the last 4 years we feel the chosen products have performed extremely well relatively.
Review from verified client
November, 2012
Overall
Advice
Service
Value
Based in Surrey
How has Jason Lurie helped you?
Jason is good at ensuring my finances are reviewed regularly and that I understand the products he reccmmends for me.
What could they have done better?
Can't think of anything.