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.