David Jamieson

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

I was thoroughly dissatisfied with my previous FA. I was looking for someone who was reliable, friendly and who had my interests at heart. Thankfully I found David.

How has David Jamieson helped you?

He gave friendly solid advice that has allowed me to set up my finances ready for retirement.

Have you seen the outcome you were hoping for?

Yes, I have the outcome I was looking for. Nothing was too much trouble and David sorted out everything, including several home visits.

What could they have done better?

I don't believe anything could have been done better. I'm 100% satisfied with the service and help he gave me.

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

Needed to replace a previous IFA who had retired.

How has David Jamieson helped you?

Knowledgeable and proactive in assisting us with financial planning

Have you seen the outcome you were hoping for?

Yes

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

After my IFA retired, I had great difficulty in finding someone I could trust. Eventually, I met David Jamieson who impressed me with his personal interest in my affairs and who proved that he was a trustworthy person. When he decided to become independent, I was only too prepared to become a client and have had not the slightest doubt since that I made the correct judgment.

How has David Jamieson helped you?

He has been most successful in compiling a list of investments which not only match my risk limitations but he has been particularly aware of my age and the need to concentrate on short term investments

Have you seen the outcome you were hoping for?

In spite of considerable uncertainty in the world, I am extremely satisfied with his spread of investments and in the right proportion

What could they have done better?

Under the circumstances, very little but throughout a turbulent period, David has proved to be someone of integrity and who demonstrates consistent honesty, qualities which are especially important to me.

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

Pension sharing as part of a asset in a divorce

How has David Jamieson helped you?

Positive, recommend, supportive at a very difficult time in my life

Have you seen the outcome you were hoping for?

So far yes but waiting for the pension share to come through!

What could they have done better?

Nothing, David is at the other end of the phone or gets back to me when I get a email or document I don't understand!

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

I had been let down badly by a previous adviser.

How has David Jamieson helped you?

David has helped me with various investments including pensions. He has also helped me complete my tax return. As well he has helped me with a case that involved the financial ombudsman.

Have you seen the outcome you were hoping for?

Definitely, I am very pleased with the outcomes.

What could they have done better?

At the moment I cannot fault David.