Sally's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 11 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 22 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in Lincolnshire
10 days 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
25 days 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
a month 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.
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
having money to invest long term
How has Sally Jackson helped you?
Sally took over form a colleague of hers and has continued with excellent advice .
Have you seen the outcome you were hoping for?
mostly as they are long term
What could they have done better?
world events not happening
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?
Workplace pension adviser at my company.
How has Sally Jackson helped you?
Talked me through the state of my pension and discussed alternative avenues for my benefit.
Have you seen the outcome you were hoping for?
So far.
What could they have done better?
N/A