Jason Baggott

This review is a follow-up review from a client who left a review previously.

How has Jason Baggott helped you since your last review?

At our last zoom meeting in 24where we discussed my investment. Jason was able to explain what was happening in a very articulate manner

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

Occupational retirement with associated pension payout

How has Jason Baggott helped you?

Confirmed that investment that is currently held in isa is correct for me

Have you seen the outcome you were hoping for?

Yes ,investment generally increases on annual basis

What could they have done better?

Previous advisers tended to forget about customer. This is not the case with Jason Baggot who keeps in regular touch albeit mainly by generic email.

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

Moving an investment

How has Jason Baggott helped you?

His expertise and knowledge of his subject is second to none

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 was looking for advice on early retirement and how best to invest to maximise my savings and pension

How has Jason Baggott helped you?

Jason very clearly listened to my request on how I wanted to see things in retirement- Jason then prepared a great plan for me which allowed me to understand and put my plans into place.

Have you seen the outcome you were hoping for?

Yes I am absolutely delighted with the outcome to date.

What could they have done better?

I’d say nothing- Jason has been there when needed and even offered me some advise outwith his remit which I really appreciate

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

We wanted to save and invest sensibly to plan for our future and maximise our money when the current cost of living makes that more challenging.

How has Jason Baggott helped you?

Jason helped us bring our pensions & savings together, look at our money as whole rather than separate pots here and there, look at our income and our true spending letting us see where we could invest money, maximise our tax free allowances particularly around pensions and have a safety blanket financially should we ever need it

Have you seen the outcome you were hoping for?

Yeah, I feel more confident about our future finances and how we will fund our retirement (quite far) down the line alongside saving for our young family to help give them a financial helping hand in the future. I’m so glad we decided to take Jason’s advice and think speaking to a financial advisor is something everyone should do, it’s not about being super rich and investing money, it’s about making the most of the money you have.