Jake Millar

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

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

Retirement

How has Jake Millar helped you?

Set things out clearly, and understood out needs and attitude to risk.

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?

For long term financial planning

How has Jake Millar helped you?

Jake has continued the good work done by Peter Harrold, my former advisor

Have you seen the outcome you were hoping for?

Yes, long-term growth rate in excess of 6%

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

Our previous adviser retired, so we needed to get our portfolio updated to see what we were missing / could improve upon.

How has Jake Millar helped you?

He has helped get our pensions back on track, as we did let it slip when our previous adviser retired.

Have you seen the outcome you were hoping for?

It has shown increases, obviously some is market driven, and time will tell how effective Jakes future advise will be. My review is based on current trend and advice Jake has provided - so the real review can only come from the final results upon retiring in the future. We have however been very impressed with how Jake takes our wishes, then looks to direct us in alignement to our wishes - not like some who wish to force you to invest in their interests. Jake has been very accomodating and transparent this far, and we see no reason why it would change.

What could they have done better?

Nothing currently.