Jared Brooks

What were the circumstances that caused you to initially look for an adviser?

Investments

How has Jared Brooks helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Transferring pensions into one pot

How has Jared Brooks helped you?

Transfer and create plan

Have you seen the outcome you were hoping for?

Yes good return

What were the circumstances that caused you to initially look for an adviser?

We were looking for advice on how to better manage our money.

How has Jared Brooks helped you?

Sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I have had an advisor for many years and my needs varied during my life phases from mortgage, life insurance, family protection needs, pensions, savings, inheritance planning and retirement. My initial advisor retired and his book passed to ARGENTIS/Jared.

How has Jared Brooks helped you?

Investments, inheritance tax planning advice.

Have you seen the outcome you were hoping for?

Yes- investments to date have performed well. Inheritance planning has n place for myself and my wife.

What could they have done better?

Fees have gone up recently but in line with competitors

What were the circumstances that caused you to initially look for an adviser?

My mother was looking to invest a lump sum.

How has Jared Brooks helped you?

My mother has had investments for some years, Jerad has helped them so we were keen for him to help with a further investment.

Have you seen the outcome you were hoping for?

Yes, we are happy with Jerads advice and planning with the investments .

What could they have done better?

N/a