Jason's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 6 )
Financial Mentoring ( 4 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It's so long ago I can't quite remember!
How has Jason Witcombe helped you?
Jason has been a trusted source of financial advice for over 20 years.
Have you seen the outcome you were hoping for?
Yes, over the years we've been very happy with the advice we've had from Jason.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Jason
Seriously impressed with Jason! As someone who knows basically nothing about finance, he made everything crystal clear. He walked me through pension options and financial strategies in a way that was totally easy to understand. Jason gives great, unbiased advice that doesn't feel like a boring lecture. He breaks down complex stuff into simple terms and actually makes financial planning interesting. If you need someone who can explain money matters without making your head spin, Jason's your guy.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Jason
Even though we decided that Jason's services weren't tailored to my situation, we had an excellent conversation and he gave me some valuable financial advice. Would recommend.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Jason
I received some very practical, sound and actionable financial advise with Jason. Clearly explained and what it all means. Would highly recommend.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Jason
Obtained some pension and retirement planning advice. Received clear advice in layman’s, terms targeted to my personal situation.