Jamie's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 7 )
Pensions ( 147 )
Retirement income (annuities, drawdown) ( 60 )
Auto Enrolment ( 2 )
Investments and Savings ( 146 )
Pension Transfers - Non Specialist ( 48 )
Inheritance Planning ( 34 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 140 )
Financial Mentoring ( 19 )
Financial Coaching ( 15 )
( 2 )
Reviewers' assets
£500k+ ( 49 )
£200k - £500k ( 54 )
£100k - £200k ( 18 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
Review
by a verified client in Buckinghamshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had savings in many places and wanted to consolidate and get better return
How has Jamie Pearson helped you?
Brought whole portfolio together and getting me a better return
Have you seen the outcome you were hoping for?
Was maybe hoping for a slightly higher return but given that we went thru the pandemic uncertainty and now the Trump uncertainty, returns have been fair
What could they have done better?
Probably not much
Review
by a verified client in Cumbria
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensioners share after divorce
How has Jamie Pearson helped you?
Jamie is extremely approachable and helpful in every way. He helped me through a time that was particularly stressful for me - making me feel secure and informed aboyt me financial future
Have you seen the outcome you were hoping for?
Yes - and more
What could they have done better?
N/A
Review
by a verified client in Kent
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are approaching retirement (with 10yrs) and wanted to make sure we have sufficient plans in place.
How has Jamie Pearson helped you?
Jamie created us a financial forecast and plan.
Have you seen the outcome you were hoping for?
Yes, we are very pleased with the outcome, we have peace of mind and know our goals.
What could they have done better?
Nothing, very pleased with the service Jamie provided.
Review
by a verified client in London
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help to deal with a very personal change in circumstances which impacted massively on my finances and increased the need for me to gain greater understanding and control for my present and future.
How has Jamie Pearson helped you?
Jamie helped me through a difficult period which involved important financial decision making. He did so with empathy, warmth, understanding and patience whilst also showing great professionalism and expertise.
Have you seen the outcome you were hoping for?
It is too early to say but I am comfortable with where we’ve got to.
Review
by a verified client in Buckinghamshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and sale of principal residence
How has Jamie Pearson helped you?
With managing residual funds to yield a monthly income and advice on legacy EBT
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Actually nothing -been a healthy and pleasant learning curve for both of us.