Jordan's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 74 )
Retirement income (annuities, drawdown) ( 45 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 13 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 42 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 30 )
£100k - £200k ( 16 )
£50k - 100k ( 4 )
Up to £50k ( 3 )
Review
by a verified client in Dunbartonshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating pensions
How has Jordan Cairney helped you?
Portfolio management
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don’t know
Review
by a verified client in Lanarkshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice / investments
How has Jordan Cairney helped you?
Helping with investment advice Very mindful of our circumstances
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lanarkshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of pension funds from different sources. My initials pension advisor (an independent) retired and recommended route to my current advisor.
How has Jordan Cairney helped you?
Jordan has explained in straightforward /understandable terms, for a relative non savvy financial client, the situation regarding my pension fund. And the options available to me ongoing.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m not suitably knowledgeable to comment.
Review
by a verified client in Perthshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Jordan Cairney helped you?
Jordan has been my advisor for a while now and I cannot recommend him enough.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Ayrshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Forced retirement
How has Jordan Cairney helped you?
He took over from from my previous advisor.
Have you seen the outcome you were hoping for?
Yes my funds still going strong
What could they have done better?
Lowered fees more hehe