Jamie's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 6 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 1 )
Long Term Care ( 2 )
Financial Planning ( 4 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Jamie
We had a really open and honest chat about my career move, and he has given me clear points to consider about my financial situation going forward followed up by a report so that I didn’t miss anything valuable.
Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to learn more about what to do and look after my future
How has Jamie Proctor helped you?
Spoke about all my options and made me realise how important it is to make your money work for you. Came up with a plan which I was really happy with.
Have you seen the outcome you were hoping for?
We are just at the start of the journey.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Jamie
Jamie’s extensive Knowledge of pensions and investment is extremely reassuring when trying to decide what is best to do with your money. Jamie helped me with pensions transfers, investing and looking into my pension plan. I am so much more knowledgeable now, and feel at ease that I have a plan going forward. Jamie was really quick to respond, friendly and really approachable.
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I contacted Jamie as I was unsure of what investment route to go down. He mainly helped with long term financial planning.
How has Jamie Proctor helped you?
Yes, he made everything very easy for me to understand.
Have you seen the outcome you were hoping for?
Yes, we will have further conversations, but now I have a good idea and what to do with my pensions and financial planning for future.
What could they have done better?
NA
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was unsure how to access some of my pensions
How has Jamie Proctor helped you?
Jamie explained in detail how to; access my pensions, place them into a more suitable product and simplified the process throughout
Have you seen the outcome you were hoping for?
Yes I now have my pensions together in one manageable place where I can have complete access and understanding of how they’re performing
What could they have done better?
Nothing