Jenny's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 5 )
Pensions ( 80 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 47 )
Auto Enrolment ( 1 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 14 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 22 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 17 )
£100k - £200k ( 13 )
Up to £50k ( 13 )
£50k - 100k ( 14 )
Review
by a verified client in Bedfordshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning prior to my retirement
How has Jenny Jackson helped you?
We discussed what I wanted to achieve which included paying off my mortgage and ensuring the pensions I had would work to my advantage giving me an income when needed
Have you seen the outcome you were hoping for?
Yes mortgage paid off, a couple of pensions were combined into a better plan
What could they have done better?
I was happy with the outcome
Jenny:
Thank you for the review - much appreciated! See you soon.Review
by a verified client in Bedfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We received some money that we wanted to invest for the future
How has Jenny Jackson helped you?
She found the best product for us and explained everything to us clearly
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing
Review
by a verified client in Bedfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Guidance and help in retirement
How has Jenny Jackson helped you?
With her usual friendly, kind, and understanding professionalism.
Have you seen the outcome you were hoping for?
Yes,without a doubt. If you know
What could they have done better?
If you know! Then you tell me.
Review
by a verified client in Bedfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and pension advice
How has Jenny Jackson helped you?
Investing my lump sum from my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Bedfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I'd started to think about how to make different pension pots and savings work for my retirement. I didn't have large amounts of money and didn't know how to get started and sort it out. Then I was lucky enough to meet with Jenny.
How has Jenny Jackson helped you?
Jenny was so easy to talk to and really took time to understand what my financial needs were for my retirement years. She then put a plan together to meet those needs and made sure I was comfortable with what she was proposing. I'm not worried about it anymore and can't thank Jenny enough for what she's done for me.
Have you seen the outcome you were hoping for?
We're implementing the plan and it's going well. I have no doubt that as we continue with it, and I get to the point where I retire, I will be in the best possible financial position and it will be a painless transition.
What could they have done better?
Nothing, I'm really happy with what Jenny's done and continues to do.