Jamie's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 2 )
Pensions ( 18 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 6 )
Auto Enrolment ( 1 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 1 )
Financial Mentoring ( 1 )
Reviewers' assets
£200k - £500k ( 2 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
Review
by a verified client in Essex
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a financial advisor for many years but due to age he merged his business with Asquire.
How has Jamie Power-Mason helped you?
Jamie has kept me informed on a regular basis and gives me confidence in his company to organise my funds.
Have you seen the outcome you were hoping for?
Pretty much given the volatility in the markets over the last few years.
What could they have done better?
I am satisfied with the returns I am receiving.
Review
by a verified client in Dunbartonshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on how to invest some money which was languishing earning little. Fidelity managed to attain excellent returns.
How has Jamie Power-Mason helped you?
Jamie is always there to take my calls and we talk through what would be likely best for my investments and my disbursements. My Risks were discussed and reflected in my action.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I am aware of.
Review
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am due to retire in 15 months
How has Jamie Power-Mason helped you?
Kept me up-to-date with my pension
Have you seen the outcome you were hoping for?
Better than I thought it would be
What could they have done better?
Nothing im happy
Review
by a verified client in Essex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bereavement
How has Jamie Power-Mason helped you?
Jamie has very professionally and helpfully advised me on various matters regarding my late husbands estate, pensions and other associated activities.
Have you seen the outcome you were hoping for?
Currently working towards the outcome, acting on Jamie's expert advise.
What could they have done better?
No, Jamie has gone above & beyond to help me
Review
by a verified client in West Midlands
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to take out life insurance
How has Jamie Power-Mason helped you?
Jamie was very informative and helpful when providing my life insurance.
Have you seen the outcome you were hoping for?
Jamie helped me understand the differences between insurances policies offered and what best suited my circumstances.
What could they have done better?
Nothing, very pleased