Jordan Grey

What were the circumstances that caused you to initially look for an adviser?

We had various stocks and shares in different places and needed advice on these. Also Jordan had advised us on our mortgages previously.

How has Jordan Grey helped you?

He has advised us on Investments, Life Insurance and mortgages and estate planning. He has given us regular updates on our investments and is honest and reliable and proven to be an excellent advicer.

Have you seen the outcome you were hoping for?

Yes we have, our investments have grown steadily and we are very happy with the excellent service we have received.

What could they have done better?

Nothing we are very happy.

What were the circumstances that caused you to initially look for an adviser?

I was looking to make an investment decision and was uncomfortable with the UK regulations and offers. This led me to look for an advisor.

How has Jordan Grey helped you?

Jordan has been very professional regarding the advice offered and has helped simplify the available investment options considering my circumstances.

Have you seen the outcome you were hoping for?

The process is underway but it seems to be on track.

What were the circumstances that caused you to initially look for an adviser?

For a review on my financial planning and current pension.

How has Jordan Grey helped you?

Jordan has helped us to arrange a mortgage in the past and looks after my pension I have with SJP. Jordan completed a yearly review with myself which was extremely helpful and eye opening. Jordan is helping both myself and my husband to be in the position we wish to be in at retirement by providing expert guidance.

Have you seen the outcome you were hoping for?

Yes the review was extremely helpful and has helped to provide a clear plan for next steps with regards to our financial planning for now and the future.

What were the circumstances that caused you to initially look for an adviser?

Desire to make existing pension do more!

How has Jordan Grey helped you?

Transferred to approved SIP account

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I am now in my fifties, so need to start planning retirement a little better.

How has Jordan Grey helped you?

Jordan was able to look at the whole financial picture; pensions, investments, rentals, inheritance and provide good advice without the hard sales pitch.

Have you seen the outcome you were hoping for?

Early days, but so far so good.

What could they have done better?

Nothing.