Jake's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 2 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 13 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£100k - £200k ( 3 )
Up to £50k ( 9 )
Repeat review
by a verified client in Yorkshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jake Ragan helped you since your last review?
He has provided practical and honest advice related to decisions around my savings.
Repeat review
by a verified client in Northumberland
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jake Ragan helped you since your last review?
Jake has helped me in any queries I have, whether it be changing payments/dates which he always actions immediately. He answers his emails promptly and always gives a professional and friendly service.
Repeat review
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jake Ragan helped you since your last review?
Jake is always very thorough and explains my options clearly, so that I can understand exactly and make an informed decision on what is best for me.
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Originally looking to put money into an isa and a jisa
How has Jake Ragan helped you?
Jake was able to clearly explain the products I needed to get the best out of my money. Jake also provided the financial advice I needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I was very happy with the service provided
Review
by a verified client in Powys
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Impending retirement.
How has Jake Ragan helped you?
Brought together the full picture including planning, assets and tax considerations. Helped me move forward with a step wise plan that builds in flexibility as agreed. Helped me focus on decisions to be made as time advances.
Have you seen the outcome you were hoping for?
I am a long way further forward and feel both in touch with the process and more in control of my financial position. .
What could they have done better?
Having decided on a specific investment vehicle and degree of risk, he could have provided a little more information as regards investment strategies in different sectors of the market.