David Jamieson

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

David was recommended by my divorce solicitor

How has David Jamieson helped you?

David was recommended to me by my divorce solicitor as the "go to guy" for financial advice. David's communication skills are second to non. David carried out a home visit and explained to me the meaning of what fairly complicated jargon laden documents were actually asking in a down to earth way that I could understand enabling me to make a informed decision. David gave me some specific advice on my state pension that could be significantly financially beneficial for me in the future. Cost effective advice from a hard working professional and friendly/approachable guy. I would and have recommended David's services to others.

Have you seen the outcome you were hoping for?

Yes financial peace of mind

What could they have done better?

Nothing service was exceptional

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!