Keith Jobson

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

Investments and retirement planning primarily as well as complications with divorce proceedings

How has Keith Jobson helped you?

Keith’s knowledge, experience and advice is excellent, combined with superior client service! He is a first class advisor!

Have you seen the outcome you were hoping for?

Yes, very good results with my portfolio, as well as the prompt service needed when I’ve had to make changes.

What could they have done better?

Nothing. Keith has been fantastic!

Please provide a brief comment about your experience with Keith

I have been working with Keith for the last couple of years and I have to say that his advice and attention to detail is exceptional. He gives solid advice, good clear explanation and is always available and willing to help and clarify. A wonderful and first class service!

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

review pensions and investments

How has Keith Jobson helped you?

provided excellent and thorough information and advice

Have you seen the outcome you were hoping for?

yes and also hopefully in the mid and long term

Please provide a brief comment about your experience with Keith

I have been with Keith for a few years now and I couldn't ask for a better financial advisor. Keith is very knowledgeable and responding quickly to any queries.

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

Inheritance planning and retirement investments

How has Keith Jobson helped you?

Found me a great investment opportunity with a great return and outstanding tax benifits

Have you seen the outcome you were hoping for?

The outcome was more than I expected

What could they have done better?

Nothing