Martin Jackson

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

Our financial circumstances changed and it was time to look after our finances better and make smarter choices.

How has Martin Jackson helped you?

Martin advised us on what would work best for us, what our options were and how best to proceed. He took the time to explain everything and walk us through it step by step.

Have you seen the outcome you were hoping for?

Yes

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

Inherited a sum of money, wanted to make sure I was making the most from my excess finances.

How has Martin Jackson helped you?

Martin has helped me secure my future income via pensions, as well as generate a good return from other investments. Also made sure if I couldn’t work for any reason that I have the right insurance in place to maintain a good income.

Have you seen the outcome you were hoping for?

Yes, more than expected on my investments.

What could they have done better?

None

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

I wanted assistance with my savings and old pensions.

How has Martin Jackson helped you?

He has arranged a pension, created an investment plan with a cash flow and set up investment strategies.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

At the time I was a first time buyer and due to move in to my house as single occupant. I was looking to get buildings and contents insurance. I was supported with my mortgage application by Insight and wanted that continued support with my insurance applications.

How has Martin Jackson helped you?

Martin supported me with my buildings insurance and also advised I take out income protection.

Have you seen the outcome you were hoping for?

I feel that having as stress free experience through the process of moving in to my first home was my main priority. Martin made the process of getting my insurances sorted as seamless as possible.