Jamie's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 5 )
Pensions ( 47 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 13 )
Auto Enrolment ( 1 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 17 )
Financial Mentoring ( 3 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 4 )
£100k - £200k ( 8 )
Up to £50k ( 15 )
£50k - 100k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in North Yorkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jamie Lowe helped you since your last review?
Jamie has been able to check that we are still on track, explain what our investments are doing, help us understand documents we could do with making eg will.
Review
by a verified client in North Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Jamie was brilliant. Supported me making some challenging decisions during a difficult time. I had to reschedule a number of times due to my circumstances and Jamie was always lovely and supportive and I felt no judgement.
How has Jamie Lowe helped you?
Helped me understand the implications and reality of my current financial situation and explore options with me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothinf
Repeat review
by a verified client in East Riding
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jamie Lowe helped you since your last review?
Ongoing support with managing my finances, keeping me on track, especially with the challenges I have had in the past managing money with my ADHD
Jamie:
Thank you very much for your review. I’m so glad I can help keep you on track. It’s a pleasure working with you!Repeat review
by a verified client in Cheshire
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jamie Lowe helped you since your last review?
My husband and I have two reviews a year with Jamie and he is also always there for us between scheduled reviews, whenever we need advice. However many times that may be. At all times Jamie is professional, knowledgable and very patient in explaining everything to us. Since our last review Jamie has advised us further on pensions, investments and savings, inheritance planning and long term care. He has also advised and guided me personally through setting up a whole life insurance policy.
Jamie:
Thank you very much for leaving a follow up review. I'm so glad I can help you both as your circumstances change. I'll look forward to seeing you again in six months, but I'm certain we'll speak again before then.Repeat review
by a verified client in Manchester
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jamie Lowe helped you since your last review?
Since our last review, I have received pay rises and shares in my employer. Jamie has been excellent at providing advice on how best to handle these changes in my circumstances, ensuring I make the best choices for my future financial health.
Jamie:
Thank you for sharing your experience. I’m so glad I can help.