Jack Basford

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

I had a few different existing pensions and needed my finalcial affairs taken care of for my future retirement plans.

How has Jack Basford helped you?

Jack instantly put me at ease and managed the transfer of all my aged pensions into one easy to see package. He also set up a new scheme which i pay into on a monthly basis. He has done a long term forcast for me and my partner. He also advised us to get married! We have taken this advice and are now married, after more than 20 years and two children it was probaly about time. But it also made sound financial sense aswell. thanks Jack.

Have you seen the outcome you were hoping for?

Jack's advise and hard work has enabled us to feel less anxious about the future and also feel like we are preparing for it in a sound financial way that suits us.

What could they have done better?

I can't think of anything at the moment.

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

We are getting older and decided it was time to get some specialist advice on our retirement planning.

How has Jack Basford helped you?

Provided excellent advice on pensions and planning for our retirement.

Have you seen the outcome you were hoping for?

Yes. We have all.our pensions organised and had a great 1 year revire meeting.

What could they have done better?

Nothing.

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

Substantial business changes, requiring a reassessment of our overall financial position

How has Jack Basford helped you?

Jack has reviewed all aspects of our finances and supported changes to maximise investments and our longer term aspirations.

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Jack

Jack has been brilliant at helping me with a few things. It’s nice to have someone like him to call on who is so approachable, understanding and helpful. I couldn’t recommend him highly enough.

Please provide a brief comment about your experience with Jack

Jack provides clear and concise advice. He has really helped provide me with a better understanding of how I can manage my finances as I look to achieve my financial goals. His support throughout our journey working together has been great. Many thanks Jack, keep up the good work.