David Jamieson

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.

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

My original financial advisor was very diligent, well informed and gave me lots of advice as I was approaching retirement. He subsequently set up my drawdown pension with the Pru. When he retired due to ill health, the advisor who took over his practice gave little help and in 2023 decided to double his fees. I therefore loooked for an alternative financial advisor and was aware of David's abilities as he was acting for a friend.

How has David Jamieson helped you?

He has given well informed and researched advice, laying out the future options in the planning of my retirement. The detailed information has been clearly presented and discussed with the agreed options efficiently implemented

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

It is difficult to answer this following the changes in the budget and the recent global financial problems emanating from "Liberation Day" in the US. Time will tell, but I am happy with the advice I have received on the basis of the current state of the UK and global economies.

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

Seeking advice in preparation for retirement.

How has David Jamieson helped you?

David has provided objective and independent advice which has helped me to make informed decisions in preparation for retirement.

Have you seen the outcome you were hoping for?

Yes, although fluctuating financial markets can never be fully mitigated , I feel more confident about my future financial position.

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

My husband and I had recently changed jobs and I had an inheritance to sort out.

How has David Jamieson helped you?

My husband and I have been working with David for a few years now and no matter what the question, concern or worry is, he is always happy to help, advice or guide. I am very non savy when it comes to this area and tend to bury my head in the sand and fly by the seat of my pants and just go day by day how my parents did. Save for rainy day, becareful with your money, don't trust anyone with it and so on. David, is the ONLY PERSON that has ever taken the time (a professional with patience) to understand why I do what I do with my money and took the time to explain and give me the knowledge needed to make an informed choice about my finances, inheritance and alot more. Helping me to understand how my money can work for me, go figure money working for me. My husband and I have total faith and trust in this young man and his advice and would highly recommend him. He takes the time to understand you, your situation and guide you where you want to go seamlessly, professionally and always with a smile.

Have you seen the outcome you were hoping for?

Yes he has been very helpful and supportive through some tough times.

What could they have done better?

Apart from bringing chocolate or biscuits to the appointments I don't think he can. Always on time, informative. Perfect communication , he will always return your call, emails in a timely manner and if he can't he will explaine why and do what he can in an other way.