Jerry's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 12 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 11 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 8 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 5 )
( 3 )
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
2 years ago
Overall
Please provide a brief comment about your experience with Jerry
Jerry contacted me promptly and was friendly, helpful and informative.
Jerry:
Thank you for taking the time to respond Philip, I do appreciate the feedback and I look forward to speaking with you again in the future. Kind regardsReview
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following the sale of my business, I was looking for a financial advisor to give me a holistic overview of the options available to my family and I, taking account of our short, medium and long term plans.
How has Jerry Sisk helped you?
Jerry has provided high quality advice on both investing our existing funds, and also around continuing to build our wealth through the appropriate structures. Jerry has also allowed us to make investments with a suitably balanced risk profile that we would not otherwise have been able to access, all whilst balancing our short and medium term objectives given our young family.
Have you seen the outcome you were hoping for?
Absolutely, yes.
Jerry:
Pete, that's really kind and thank you for taking the time to respond. It is useful to get direct feedback and I look forward to working with you for many years to come. Kind regardsRepeat review
by a verified client in North Yorkshire
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jerry Sisk helped you since your last review?
Kept me abreast of developments and opportunities in the financial markets, and adjusted the approach in my investments when necessary. Great customer care and contact.
Jerry:
Thank you for your kind words. It's a pleasure to look after you & your finances and to have worked together for such a long time. I look forward to seeing you later this week. Kind regardsReview
by a verified client in West Yorkshire
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of business
How has Jerry Sisk helped you?
Investments, inheritance and pension
Have you seen the outcome you were hoping for?
Yes
Jerry:
Thank you for your kind words, its great to get such excellent feedback, it means a lot. Wonderful to speak of our shared passion for the Highlands earlier this week and I look forward to seeing you both in a few days time. If there's anything you need please don't hesitate to get in touch and I look forward to looking after you and the family for many years to come.Repeat review
by a verified client in North Yorkshire
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jerry Sisk helped you since your last review?
Given advice on how to invest more income
Jerry:
Thank you for taking the time to respond & thank you for your very kind words! It means an awful lot to get direct feedback and helps us ensure that we do the very best for you. I look forward to continuing to work with you for many years to come. Kind regards