Jamie's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 7 )
Pensions ( 160 )
Retirement income (annuities, drawdown) ( 67 )
Auto Enrolment ( 2 )
Investments and Savings ( 156 )
Pension Transfers - Non Specialist ( 50 )
Inheritance Planning ( 39 )
Long Term Care ( 17 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 147 )
Financial Mentoring ( 20 )
Financial Coaching ( 15 )
( 2 )
Reviewers' assets
£500k+ ( 53 )
£200k - £500k ( 61 )
£100k - £200k ( 20 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
First impression
by a VouchedFor user
2 days ago
Overall
Please provide a brief comment about your experience with Jamie
Extremely poor. Gives terrible name to financial advisors.
Review
by a verified client in Somerset
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Jamie for over 10 years which started with needing assistance with my parents finances and moved to my inheritance and latterly my pension
How has Jamie Pearson helped you?
In all sorts of ways in the last decade. Most recently he's sorted my pensions for me which has been invaluable.
Have you seen the outcome you were hoping for?
Definately
What could they have done better?
My only very small issue is sometimes with the software that is used for me to read the documents he sends to me
Review
by a verified client in Kent
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual
How has Jamie Pearson helped you?
Retained
Have you seen the outcome you were hoping for?
Not yet due to market conditions
What could they have done better?
Maybe
Review
by a verified client in Cambridgeshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance money
How has Jamie Pearson helped you?
Good solid advice. Clear answers to questions I have raised
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure to be honest
Review
by a verified client in Cumbria
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was need of an ad visor during my divorce
How has Jamie Pearson helped you?
Jamie is always very approachable and I am confident in his ability and desire to give me the best advice possible. Jamie and his team handled the transfer of the pension share awarded to me after my divorce. He continues to be a source of help as my life circumstances change.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am not aware of anything that can have been done better in my circumstance