Jamie's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 11 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in Hampshire
20 hours ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jamie Wilkinson helped you since your last review?
The investments have performed very well. As always, gave clear advice on our next steps
Repeat review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jamie Wilkinson helped you since your last review?
He has advised both me and my wife on our pension adjustments and savings to help plan our retirement and lead up to it.
Repeat review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jamie Wilkinson helped you since your last review?
We had another review to explain how my pensions were performing and to ensure I was happy with my current financial situation.
Review
by a verified client in West Sussex
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several pensions all over the place and wanted them to be consolidated into one manageable portfolio to prepare me for my retirement
How has Jamie Wilkinson helped you?
He has managed my funds and kept me up to date with any changes in strategy needed and applied them.
Have you seen the outcome you were hoping for?
Yes the outcome is looking better than expected by me
What could they have done better?
Nothing
Review
by a verified client in Surrey
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate my various pensions into one place
How has Jamie Wilkinson helped you?
Jamie has helped me to achieve my goal of consolidating my pensions and advising me generally
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Jamie has been great throughout the process. He has kept me informed at each stage and given me good advice.