Jack's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 5 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 19 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 2 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
Review
by a verified client in London
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Jack Wilson helped you?
Taken the time to understand me and my circumstances, asked important questions and offered ideas and feedback.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind
Review
by a verified client in Dorset
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following our retirement and establishing our new hme we realised that there was a reasonable sum of money that was just residing in a bank savings account which in the right hands should grow. Following some detailed reserarch and a presentation locally we descided that SJP was the investment company to approach.
How has Jack Wilson helped you?
Since taking over our portfolio Jack has on each visit, looked at the individual funds in our investment and where appropriate has suggested amnmendments which have proved valuable.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Berkshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were coming up to retirement and needed advice on what to do with our savings, investments and pensions
How has Jack Wilson helped you?
He has been excellent with his his knowledge of how to invest our savings
Have you seen the outcome you were hoping for?
Yes. He has kept us informed throughout the process and with further updates on our investments
What could they have done better?
Nothing. The process with Jack had been excellent
Review
by a verified client in Hampshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was already a client
How has Jack Wilson helped you?
Jack has helped me look at my long term pension goals, in a hope to achieving them. His advice is clear and he explains things so I understand what to expect etc.
Have you seen the outcome you were hoping for?
Not yet...... time will tell.
What could they have done better?
Nothing!
Review
by a verified client in Hampshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment account
How has Jack Wilson helped you?
Suggestions for best account for investment and updates on performance
Have you seen the outcome you were hoping for?
Yes, usual advice on best account and ideas for longer term financial planning