Jamie's reviews

Reviewed for

Pensions ( 3 )

Investments and Savings ( 2 )

Reviewers' assets

£200k - £500k ( 1 )

£100k - £200k ( 1 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

First impression

by a VouchedFor user

4 days ago

Overall

Please provide a brief comment about your experience with Jamie

Professional service from start to finish. Jamie explained simple concepts in a way that was easy to understand. I have peace of mind knowing my pensions arrangements are appropriate.

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Jamie

Excellent service provided by Jamie, from first to second meeting I found the process easy and it left me feeling confident with my financial affairs. Jamie was happy providing me with a home visit in Sheffield, which made the process easy, as my experience ringing my financial providers has always felt onerous.

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Jamie

Jamie helped me gain financial clarify with my pension and investment products. He helped me understand my more meaningful life goals and very happy with the plan we have in place. I would recommend Jamie to others.

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Jamie

I have been working with Jamie on my pension and recently my ISA. Jamie has been fantastic and very friendly. It's good to have confidence and reassure that my retirements and investments are doing well.

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Jamie

Jamie took the time to understand my plans for the future, my family and what's financial security means for me personally. Thank you for the support.