Jack's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 20 )
Auto Enrolment ( 1 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 14 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 16 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
First impression
by a VouchedFor user
4 days ago
Overall
Please provide a brief comment about your experience with Jack
Very polite. Reliable, friendly!!!
Review
by a verified client in East Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approachng retirement, wanted to ensure that my pension pot would be sufficient to allow me a decent incomce over the months/ hears to come.
How has Jack Skerritt helped you?
I have worked with Jack's father Richard, who said I should talk to Jack. After a meeting, I decided taht Jack was the right person to help steer me into retirement. Our funds have grown well over the last couple of years, despite Trump's impact on world order.
Have you seen the outcome you were hoping for?
Yes, i have seen a good growth in my investment funds. Jack is always available for my questions, no matter how basic they might be.
What could they have done better?
All good.
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to bring multiple pensions together into a single SIPP.
How has Jack Skerritt helped you?
Jack was not my initial FA, however, he has taken over seamlessly and provides a good level of information and advice. He is very approachable and deals with activities quickly.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
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?
Skerritts were recommended to me as I reached retirement age, I had multiple pensions and a sizeable lump sum to invest.
How has Jack Skerritt helped you?
Jack has been great offering advice on financial planning, investments and tax planning. We also had an inheritance that Jack offered advice on,
Have you seen the outcome you were hoping for?
Yes
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 need a trusted partner to manage my investments.
How has Jack Skerritt helped you?
Jack's advice has always been clear and concise, he looks at matters from all angles to ensure the best outcome.
Have you seen the outcome you were hoping for?
Yes, the returns and financial structure around it are optium.