Christian's reviews
Reviewed for
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 2 )
Financial Planning ( 2 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several pensions and went to chris for advice about what was the best way to go about getting them all together
How has Christian Jackson helped you?
chris has helped me sort all my different pension pots and now have a better understanding of them
Have you seen the outcome you were hoping for?
I have not been with my new pension group that long yet so cant really comment on how they are doing yet,, But i am hopefull of better growth than my old pension provider
What could they have done better?
nothing really,, I didnt know what to expect when i first met chris as i had not much idea how pensions worked but came away from the meetings i had with a better knowledge of them ,
Christian:
Thanks very much for your feedback, it is greatly appreciated.Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to consolidate and manage pension pots from previous employers to make sure they are working hard for me.
How has Christian Jackson helped you?
Gave advice on what my options where for transferring my various pensions and consolidating them, Gave advice on SIPP and selecting an appropriate fund and risk profile.
Have you seen the outcome you were hoping for?
Pensions are a long term investment, but the strategy Christian and I have put in place is on track and performing well.
Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Numerous pensions needed pulling together and a solution to gather together all in one place
How has Christian Jackson helped you?
Thorough review of all existing pensions, offered options and advised without any pressure
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All good to date
Christian:
Thank you for your feedback, it is greatly appreciated!Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required professional advice on my financial situation and how to invest funds.
How has Christian Jackson helped you?
Christian has given my husband and I clear, well-informed advice on our financial situation and how to invest our funds. He is very knowledgeable in his field and it is also reassuring to know that we can contact him at any time for advice between planned reviews.
Have you seen the outcome you were hoping for?
Yes indeed we have seen the outcome we are hoping for as we have certainly seen growth in our investment plan.
What could they have done better?
There is nothing else Christian can do better at this time.
Christian:
Thanks for your feedback, it is greatly appreciated!Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We lived in a different jurisdiction and had a financial adviser who advised us to get another IFA.
How has Christian Jackson helped you?
He advised moving money to a stocks and shares ISA which has been very profitable.
Have you seen the outcome you were hoping for?
Yes and hopefully ongoing.
What could they have done better?
Nothing really we have been very satisfied
Christian:
Thanks very much for your kind words, it is greatly appreciated.