Jake's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 5 )
Pensions ( 11 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 7 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 5 )
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
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
Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
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%
Review
by a verified client in Blaenau Gwent
3 months ago
Overall
Advice
Service
Value
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.
Jake:
Thank you for your kind words good sir.Review
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get advice on longer term saving for the best return.
How has Jake Millar helped you?
Jake has assessed the level of risk I feel comfortable with and has explained the current financial situation to me enabling me to make informed choices around my longer term investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Jake:
Thankyou for your kind remarks, I look forward to catching up at our next review.Review
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial investment following retirement
How has Jake Millar helped you?
Annual review of investments and Inheritance tax advice. Communication excellent.
Have you seen the outcome you were hoping for?
Portfolio increased over the last year. Happy with the portfolio management,
What could they have done better?
Nothing
Jake:
Thank you for your kind remarks and positive review.