Jake Ragan

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

I wanted to learn about different policies (personal pensions) and investments.

How has Jake Ragan helped you?

Jake knows his stuff! He searched the market and offered me an investment plan that was perfect for me. He was keen and promptly prepared a cash flow statement.

Have you seen the outcome you were hoping for?

Not yet, 1st DD is July.

What could they have done better?

Nothing, very happy with what I received.

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

I recently became self employed and lost my auto-enrol pension. I didn't want to fall behind and lose valuable years of contributing to my pension pot so my accountant recommended that I get an IFA.

How has Jake Ragan helped you?

Jake put a lot of work into researching the best pension to put my money into. He looked at my existing pensions and worked out the most efficient way to invest them.

Have you seen the outcome you were hoping for?

As i've only just enlisted Jake's help i've not seen the results of my investment yet, however the projections that Jake prepared look positive.

What could they have done better?

N/A

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

Jake advices my father and brother and have said good things about him. I also plan on buying a house in the near future, so Jake’s advice has been very helpful.

How has Jake Ragan helped you?

He has helped me set up my financial portfolio to achieve the goal of buying a house.

Have you seen the outcome you were hoping for?

I have only recently gained the advice of Jake, but my investment portfolio is looking as I expected.

What could they have done better?

N/A

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

I wanted to start investing money for my retirement and also have money set aside for further investments

How has Jake Ragan helped you?

Jake had helped me plan for the future

Have you seen the outcome you were hoping for?

This is a long term plan

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

Wanted to enhance my financial literacy and how I could use my money for wealth building.

How has Jake Ragan helped you?

Given me valuable information on how mortgages and investing works.

Have you seen the outcome you were hoping for?

Yes, I have good future prospects with my investments

What could they have done better?

Nothing