David Jamieson

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.

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.