Jake Millar

Review from verified client

January, 2024

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

For retirement and pension advice.

How has Jake Millar helped you?

He has brought all my pension pots together and placed them with a pension provider. The advice he gave to me to help me decide which type of pension to take was clear and easily understood. At no time did I feel pressurised to make my decision on which pension type to take.

Have you seen the outcome you were hoping for?

YES.

What could they have done better?

I cannot think of anything that was not very well done.

Jake's reply

Thankyou for your kind remarks.

Review from verified client

January, 2024

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

Pension advice and management

How has Jake Millar helped you?

Jake has kept us well informed

Have you seen the outcome you were hoping for?

Yes we have seen food growth

Jake's reply

Thankyou for your kind remarks, I look forward to our next review.

Review from verified client

January, 2024

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

To make sure my money was doing the best for me in the future.

How has Jake Millar helped you?

Jake has continually helped . He has offered various products and been consistent with his visits to our home .

Have you seen the outcome you were hoping for?

Yes everything seems to be growing well .

What could they have done better?

Nothing at present.

Jake's reply

Thankyou for your kind remarks, I look forward to our next review.

Review from verified client

December, 2023

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

Pension and savings were static

How has Jake Millar helped you?

He has listened to what we would like to achieve and advised us the best route.

Have you seen the outcome you were hoping for?

It is looking better than when we first started.

What could they have done better?

If i knew that i would have done it myself

Jake's reply

Thankyou Stephen, look forward to catching up with you both in the New Year.

Review from verified client

October, 2023

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

Looking for professional advice and options for my private pension.

How has Jake Millar helped you?

HONEST AND PROFESSIONAL ADVICE, GOOD COMMUNICATION FACILITATING IN A STRESS FREE SETTING UP ON MY FUTURE FINANCES.

Have you seen the outcome you were hoping for?

YES, PUTS ME IN A WORRY FREE POSITION FOR THE FUTURE.

What could they have done better?

NOTHING, ALL SATISFACTORY.

Jake's reply

Thankyou for your kind remarks Gary.

Review from verified client

October, 2023

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

Needed to transfer my pension to one that provided a drawdown option

How has Jake Millar helped you?

Advised on and achieved the above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

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

For advice on consolidating a couple of pensions

How has Jake Millar helped you?

Great advice regarding switching funds

Have you seen the outcome you were hoping for?

Not yet as the fund has only just been switched

What could they have done better?

Nothing

Jake's reply

Thankyou for your kind remarks, I look forward to our next review.

Review from verified client

December, 2022

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

Important to get sound and correct advice for a secure retirement.

How has Jake Millar helped you?

Planning, advice, investment knowledge to suit my investment profile.

Have you seen the outcome you were hoping for?

Yes, very much so despite difficult economic times.

What could they have done better?

The service from Jake was excellent, nothing in my opinion needed any improvement.

First impression from a user who is not yet a client

November, 2022

Please provide a brief comment about your experience with Jake

I approached Jake for investment advise as I have 3 children and I am looking to save for their future and wanted advise on JISA’S

Review from verified client

November, 2022

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

We had some money to invest and our original adviser retired

How has Jake Millar helped you?

He has been very helpful and thorough with his advice

Have you seen the outcome you were hoping for?

So far everything is satisfactory

What could they have done better?

Nothing that I am aware of.

Review from verified client

June, 2021

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

Buying my first home

How has Jake Millar helped you?

He help through every step of the proses buying my first house even up to getting my keys

Have you seen the outcome you were hoping for?

Definitely and more

What could they have done better?

Nothing, Jake was so helpful

Review from verified client

June, 2021

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

Expert advice

How has Jake Millar helped you?

With various options and clear communication

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2021

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

We were looking to purchase our first home together and literally didn’t know where to start. Our friend had recommended Jake, so we booked to see him!

How has Jake Millar helped you?

Jake helped with literally everything. We didn’t have a smooth ride whatsoever and Jake went above and beyond to ensure that we got our house... even when it looked like we were nowhere near getting it! Jake stayed involved, answering my endless questions right up until the day we actually got the keys. He pushed the right people’s buttons to get us where we needed to be and was really, the only positive part of our house buying experience. Jake is so friendly and easy to get along with- we’ll actually miss working with him!

Have you seen the outcome you were hoping for?

We’ve now been in our house for two weeks- 9 months delayed- but we’re here!

What could they have done better?

Not at all.

Review from verified client

June, 2021

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

Selling a home and porting a mortgage

How has Jake Millar helped you?

Jake has been absolutely wonderful and extremely patient with us throughout our house buying/selling journey! He's stuck with us even though our house sale fell through 3 times and has always offered the best advice for us. He's always kept us updated on the latest deals or what would be best for us. He helped get our mortgage approved with complicated circumstances and we really couldn't have done it without him! I highly recommend him for anyone wanting help with house sales and purchases! He's super friendly and does an amazing job! Thank you so so much, Jake!

Have you seen the outcome you were hoping for?

Yes! We wouldn't have been able to do it without him!

What could they have done better?

Nothing!

Review from verified client

June, 2021

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

There was a wide market and I wasn’t sure that I was getting the best deal possible for my money.

How has Jake Millar helped you?

Because my wife and I have busy roles in the teaching profession, time is rather valuable to us. Not only will Jake provide sound, up-to-date knowledge but he will also help to take the stress away of a remortgage and make the transition as smooth as possible. For anyone in a position like us where they don’t have the prior knowledge or time to conduct this process themselves, an operate like Jake would be extremely useful for them.

Have you seen the outcome you were hoping for?

Absolutely! We have returned back to Jake each time for our mortgage needs.

What could they have done better?

N/A