Jason's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 9 )
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 9 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 9 )
£50k - 100k ( 4 )
Up to £50k ( 11 )
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for mortgage advice as first time buyers and help with finding a good mortgage.
How has Jason Brockie helped you?
He advised us on all the mortgages out there and the best rates, explained the differences really well. He found us a good mortgage and sorted all paperwork out. The whole process was really smooth and easy!
Have you seen the outcome you were hoping for?
Yes, we are very happy with our mortgage and the understanding of it all.
What could they have done better?
Nothing
Review
by a verified client in Merseyside
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt that my knowledge of the pension industry was inadequate.
How has Jason Brockie helped you?
Pension transfers and tax efficiency.
Have you seen the outcome you were hoping for?
Mostly, despite recent significant world events.
What could they have done better?
Nothing.
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I was just retired about 10 years ago, I was about to put some cash into a well known bond, but J Brockie said whoa, consider doing this instead ..
How has Jason Brockie helped you?
I'm glad I listened, I certainly would not have done as well as I have up to now, thanks Jason, much appreciated.
Have you seen the outcome you were hoping for?
Yes, and more besides.
What could they have done better?
Nil.
Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted pension advice originally
How has Jason Brockie helped you?
Jason has given me ideas I would never had thought about which I appreciate greatly especially when things occur that I would have never considered. I know I can leave matters in Jason's capable hands
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Somerset
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After many years of living abroad an old uk pension came to light and I wanted some advice on how to get he best from my investment.
How has Jason Brockie helped you?
Jason patently and thoroughly explained the options and assessed my attitude to risk. This enabled me to make the right decision on my investments.
Have you seen the outcome you were hoping for?
Not yet but this is due to a very shaky global market. I’m confident it will be good in the long run.