Sally's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 12 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 24 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in Nottinghamshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a lump sum to invest upon retirement.
How has Sally Jackson helped you?
Advice on how to invest.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Don't know that there is anything that could have been done better. Returns are determined by the market.
Sally:
Thank-you for your review!Review
by a verified client in Worcestershire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment advice following inheritance. I continued to use the firm that my father had used for many years.
How has Sally Jackson helped you?
Sally has improved the performance of my investments by switching one of my investment funds that was performing poorly to one that has, so far, done much better, and has also given us inheritance planning advice following the recent Budget. We receive a comprehensive report annually and responses to queries are always prompt.
Have you seen the outcome you were hoping for?
So far the investments are doing better, although the world situation continues to be volatile.
Sally:
Many thanks for your review!Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
future planning for retirement
How has Sally Jackson helped you?
regular reviewing of my situation regarding pensions, advice and all questions answered.
Have you seen the outcome you were hoping for?
just about, got there in the end.
What could they have done better?
do not think they could have.
Sally:
Thanks for your review and I hope you continue to enjoy your retirement!Review
by a verified client in Nottinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Really enjoyed meeting Sally and she showed strong rapport. As only first meeting as you would appreciate very difficult to provide 10/10 feedback
How has Sally Jackson helped you?
On transfer relationship from Peter to Sally, so performing this years rebiew
Have you seen the outcome you were hoping for?
Too early to tell, though would have been good to have had some discussion over Trump and anticipated uncertainty
What could they have done better?
Discussions around Trump
Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice for pension planning
How has Sally Jackson helped you?
She gives advice and carries out the necessary work to manage my money.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t know.