Jayna's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 3 )
Pensions ( 65 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 21 )
Auto Enrolment ( 1 )
Investments and Savings ( 63 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 9 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 29 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 10 )
£100k - £200k ( 5 )
Up to £50k ( 10 )
£50k - 100k ( 10 )
Repeat review
by a verified client in West Sussex
15 hours ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jayna Shah helped you since your last review?
Jayna has guided & advised us in our approach to financial planning and the long-term goals we wish to achieve. She is always available and comes back to us quickly should we have an enquiry. She keeps us on track in order to get the best results in our financial planning.
Jayna:
Thank you Lorraine. Always a pleasure. Regards, JaynaRepeat review
by a verified client in East Sussex
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jayna Shah helped you since your last review?
Thorough professional advice from an experienced FA especially in volatile markets. Jayna has been a great help over the past 8 years we have known her.
Jayna:
Thank you Mike and Lynn. Always a pleasure speaking with you. Regards, JaynaRepeat review
by a verified client in London
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jayna Shah helped you since your last review?
Jayna provided sound advice on pension drawdown and crystallisation.
Jayna:
Thank you Les, Always a pleasure speaking with you. Regards, JaynaReview
by a verified client in Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have always been self employed and decided to invest into a private pension.
How has Jayna Shah helped you?
Private pension can be daunting and confusing. Jayna put my mind at ease and spent 3 hours patiently explaining step by step every single detail.
Have you seen the outcome you were hoping for?
Yes, very happy with my choices.
What could they have done better?
Nothing was to much trouble for Jayna. She came fully prepared at the meeting took place in the comfort of my home.
Jayna:
Thank you Angelic, Has been a pleasure in helping you with your finances. Warm wishes, JaynaReview
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to have secure long term financial management Management of pensions
How has Jayna Shah helped you?
I have a lot better understanding of inheritance, pensions and investments.
Have you seen the outcome you were hoping for?
Yes on my pensions. not so on my investments
What could they have done better?
Nothing, state of the economy!