Jim's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 35 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 12 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 21 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 9 )
£100k - £200k ( 7 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheriting a large sum of money.
How has Jim Rixon helped you?
He has ensured that I have a good understanding of how my money can work for me. He has finely tuned my investments to balance my needs V's appropriate risk.
Have you seen the outcome you were hoping for?
Yes, absolutely.
What could they have done better?
Nothing in my mind.
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am not an expert in finance. We wanted advise on investing, setting up a pension and consolidating existing pensions.
How has Jim Rixon helped you?
Jim has been great advising us with regards to our risk/investment strategies and ensuring that we are kept up to date with the financial changes made by the government that impact our savings, pensions and IHT.
Have you seen the outcome you were hoping for?
Our investments have grown better than our expectations.
What could they have done better?
I think that Jim has done very well in what has proven to be a very volatile market over the last few years.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Five years ago my wife passed away, wchich left me with a considerable amount of equity, my sister in law was a client of at time Skerretts, and since finding myself a client of Jim Rixon , I haven’t looked back.
How has Jim Rixon helped you?
He helped me to invest my pensions and isas
Have you seen the outcome you were hoping for?
The investments have exceeded expectations
What could they have done better?
I’ll let you know when I know
Review
by a verified client in West Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement from work and wanting to ensure pensions were in one place. Had a lack of experience in dealing with pension investments
How has Jim Rixon helped you?
Given confidence that we can plan our retirement income to meet existing and possible future needs.
Have you seen the outcome you were hoping for?
the investment advice and strategy recommended suits our risk profile
What could they have done better?
nothing
Review
by a verified client in East Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advise on managing my pension
How has Jim Rixon helped you?
He provided the advise I required and helped my manage my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing