Jacob's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 4 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 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 Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous Adviser retired.
How has Jacob Manderfield helped you?
Provided advice on all of the above.
Have you seen the outcome you were hoping for?
Partially. Adviser new to us & outcomes dependent on return!
What could they have done better?
Nothing. Adviser is a personable young man who responds positively to all of my queries with sensitivity & patience!
Jacob:
Fiona, thanks so much for your review. It's great working with you and I'm looking forward to our ongoing relationship in the future.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Jacob
Jacob was very informative and gave me some sound advice . He explained everything clearly and professionally, so when the time comes i will be using his services.
Jacob:
Hi John, thanks so much for taking the time to leave me a 5 star review. I really appreciate it. Looking forward to working together in the future. JakeReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term Prudential investor and existing advisor sought retirement.
How has Jacob Manderfield helped you?
Categories as listed
Have you seen the outcome you were hoping for?
Early days
What could they have done better?
Nothing
Jacob:
Thanks Stewart. I really appreciate you taking the time to leave me a review. JakeFirst impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Jacob
Excellent,professional,friendly and gave sound and helpful advice.
Jacob:
Thanks taking the time to leave a review, Pete. I really appreciate it. Keep in touch! JakeReview
by a verified client in Norfolk
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As part of my Prudential pension plan
How has Jacob Manderfield helped you?
Jacob was very helpful and has given me good advice on my investments, pension planning and a few other related matters. He is very approachable and easy to discuss things with, delivering information in the way you require.
Have you seen the outcome you were hoping for?
He is a new advisor to me and having spoken to him twice within the last couple of months, so whilst too early to say yes to tye above question, I am more than happy to remain with Jacob.
What could they have done better?
I don't think he could have done any more for me than he did. I have no criticism.
Jacob:
John, thanks for taking the time to leave me a review. I really appreciate it. I look forward to speaking again soon. Jake