Jason's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 1 )
Pensions ( 116 )
Retirement income (annuities, drawdown) ( 78 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 34 )
Inheritance Planning ( 25 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 63 )
Financial Mentoring ( 9 )
Financial Coaching ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 28 )
£100k - £200k ( 12 )
Up to £50k ( 7 )
£50k - 100k ( 14 )
Review
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Drawdown on my Pension
How has Jason McConkey helped you?
Very understanding and helpful. All the advice and making everything simple and stress-free. Would highly recommend.
Have you seen the outcome you were hoping for?
Yes as I predicted.
What could they have done better?
Nothing in my case spot on.
Jason:
Hi Andy, Thanks for the review much appreciated, glad i was able to help, if you require any further assistance in the future please call. Kind Reagrds, JasonReview
by a verified client in West Midlands
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When best policy for investment is required
How has Jason McConkey helped you?
Offered good policy's with good returns
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All very good
Jason:
Hi Adrian, Thanks for your review it is much appreciated. I'm glad i've been able to help with the steps into retirement and pleased things are working out for you. I look forward to catching up soon. Kind Reagrds, JasonReview
by a verified client in Northamptonshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Becoming a widow. I wanted professional advice concerning inheritance tax.
How has Jason McConkey helped you?
Jason has given me confidence to manage my finances through his explanations and advice. His regular communications make me feel valued. Jason understands my personal circumstances and supports my decisions for the future. I enjoy reading the regular communications from Insight.
Have you seen the outcome you were hoping for?
Yes. Apart from handling my investments I have seen my plans become a reality.
What could they have done better?
I cannot think of anything that could be improved.
Jason:
Hi Adele, Thanks for taking the time to write a review it's appreciated. It's lovely working with you and Rod and great that thing are working out well financially. I look forward to catching up after your holiday. Thanks again, JasonReview
by a verified client in Northamptonshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approximately ten years ago I realised that I needed specialist advice in respect of my pension provision. Jason was recommended by a friend and I felt comfortable when I met him that he would be able to assist me in achieving my financial goals.
How has Jason McConkey helped you?
Jason has always been available with advice and knowledge to help provide the best outcome in respect of my pension provision.
Have you seen the outcome you were hoping for?
I have seen the outcome that I was hoping for.
What could they have done better?
I do not believe that Jason could have done any more to assist me.
Jason:
Hi Jill, Thanks so much for your review it's very much appreciated. I'm pleased I've been able to help you and Bryan with your steps towards and into retirement. You could have chosen any financial adviser in Northamptonshire, but I'm really pleased you chose us. I look forward to continuing to work with you both. Kind Regards, JasonReview
by a verified client in Northamptonshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to plan for the future and ensure that the my financial situation was suitable for my retirement.
How has Jason McConkey helped you?
He has provided comprehensive details and information about financial products that are helping me to achieve my goals for a secure retirement.
Have you seen the outcome you were hoping for?
Yes. Currently we are actually achieving an even better outcome than was expected.
What could they have done better?
Nothing
Jason:
Thanks for the review Richard, much appreciated. I'm glad i've been able to help with the steps towards retirement and making it comfortable for you and Barbara. I look forward to catching up in the New Year. Thanks again. Jason