Jake Millar

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

Retirement, Pensions and Savings

How has Jake Millar helped you?

Recommended safe investments with growth potential.

Have you seen the outcome you were hoping for?

Yes growth has been as predicted.

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

With this company for a while

How has Jake Millar helped you?

Very helpful

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

World tensions wernt helpful

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

My wife and I have been retired for eighteen years and have had various financial advisers. They have all been very good for us and that includes Jake Millar.

How has Jake Millar helped you?

He has reviewed our financial assets and our intensions for those assets. On the basis of that and bearing in mind the ongoing financial situation in the UK, Jake has set forward an invest plan to achieve our needs. He also checked that we had maintained our will up to date legally as well as our lasting power of attorney.

Have you seen the outcome you were hoping for?

Yes. Considering the chaos the world is in we are happy that our investments are in good hands.

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

Approaching retirement, wanted to organise my pensions into one fund.

How has Jake Millar helped you?

Jake advised me on the options available and then organised the setting up of my account and the transfer of all my existing funds into one account.

Have you seen the outcome you were hoping for?

Yes all done smoothly, with plenty of advice and updates throughout.

What could they have done better?

Can't think of anything ?

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

Up-coming retirement

How has Jake Millar helped you?

Gave me advice on my pensions

Have you seen the outcome you were hoping for?

Yes