Jade Jackson

Jade Jackson

Becketts F.S. Ltd

Jade's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 33 )

Retirement income (annuities, drawdown) ( 23 )

Investments and Savings ( 35 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 10 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 15 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 5 )

( 1 )

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

Review

by a verified client in Lancashire

3 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?

To help me to look after my savings investments

How has Jade Jackson helped you?

Jade very professional and gave me good sound advice and I feel completely confident With her advise and handling my investments

Have you seen the outcome you were hoping for?

Yes I am confident with my investments

What could they have done better?

Nothing I can think of completely satisfied

Review

by a verified client in Manchester

3 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?

Start pension

How has Jade Jackson helped you?

Advice and guidance

Have you seen the outcome you were hoping for?

Yes certainly

What could they have done better?

NA

Jade:

Thanks Brad, look forward to working with you.
Review

by a verified client in Cheshire

3 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?

Pension transfer and making plans for retirement.

How has Jade Jackson helped you?

Initiated the transfer of my pension and explained options for financing my retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Jade:

Thanks for the review Michelle - look forward to catching up soon.
Review

by a verified client in Lancashire

3 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?

To unlock the minefield of options on offer in this specialist market

How has Jade Jackson helped you?

Clear personal advice backed up in fact and positive performance.

Have you seen the outcome you were hoping for?

Yes as stated above.

What could they have done better?

To answer this accurately would be to suggest I do not need the support or advice of specialists who I trust

Jade:

Many thanks for your kind review Ian, it is a pleasure to work with you both.
Review

by a verified client in Suffolk

3 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?

Lack of knowledge on my behalf as to how to best manage my finances.

How has Jade Jackson helped you?

Jade sent me balance sheets which indicated how my investments had performed over the last twelve months. After I had received thos, we had a financial review to discuss the contents of the report, and to consider any changes to my portfolio that may need to be made.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was happy with the way the review was conducted, and with how my portfolio has performed over the last 12 months.

Jade:

Thanks for your kind review David.