Jacob's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 4 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
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 Derbyshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I invested with the Pru initially and an adviser was part of the package
How has Jacob Manderfield helped you?
Giving me advice about where is best to withdraw savings
Have you seen the outcome you were hoping for?
Yes very pleased with the outcome
What could they have done better?
Advice was fair and impartial so couldn’t ask for better service
Jacob:
Thanks Pam. I really appreciate you taking the time to leave me a review and thanks for being so positive. If there is anything that I can do to improve the value of the service, please let me know. JakeReview
by a verified client in Rutland
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning Our previous advisor Phil Mckay retired and we were transferred over to Jacob
How has Jacob Manderfield helped you?
He explains our options in a way we can understand; he is very professional and patient.
Have you seen the outcome you were hoping for?
Yes. We know that our investments, although small, are being well looked after and if we need any advice we can call on Jacob or a member of the team.
What could they have done better?
We cannot think of anything at this time.
Jacob:
Rosie, thanks for leaving such a positive review. Glad I could continue where Phil left off.Review
by a verified client in Lincolnshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Prudential (M&G) provide the services as part of their pension scheme
How has Jacob Manderfield helped you?
Jacob has always been knowledgeable and enthusiastic regarding my pension and has provided excellent information and help
Have you seen the outcome you were hoping for?
Yes, I have been more than satisfied with the high standard of service Jacob has provided
What could they have done better?
Nothing
Jacob:
Thanks Pete, for taking the time to leave me a positive review. If there is anything that I can do to improve the value of the service, please let me know. JakeReview
by a verified client in Nottinghamshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure we were making the right decisions regarding our financial future.
How has Jacob Manderfield helped you?
Jacob has advised and guided us to make the correct decisions for our needs.
Have you seen the outcome you were hoping for?
Yes, all seems to be proceeding as hoped for.
What could they have done better?
Nothing in relation to our current situation.
Jacob:
Hi Alison, Thanks for taking the time to leave me a review and for being so positive. If there is anything else that I can do, please let me know. JakeReview
by a verified client in Nottinghamshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Jacob was elected by prudential to look at my review
How has Jacob Manderfield helped you?
Jacob has explained everything in simple terms and contacted myself when he said he would
Have you seen the outcome you were hoping for?
Happy with my outcome
What could they have done better?
not sure they could
Jacob:
Thanks Dale, I really appreciate you taking the time out to leave me a review. You know where I am if you need anything else. Jake