Jack Barratt

Please provide a brief comment about your experience with Jack

Jack is clearly very experienced, attentive and efficient. We were very happy to chat with him, to learn about how The Private Office might assist us. We’re still shopping around, but were very pleased with Jack’s clear and helpful approach

Please provide a brief comment about your experience with Jack

Jack was very precise and efficient in his pesion and investment advice, much better than a bank i enquired with recently, so definately a good option for advice ?

Please provide a brief comment about your experience with Jack

My wife and I want a professional to review our Portfolio of pensions, cash and share Isa Investments and Cash, which we have forecast needs & wants versus options on how to best use in the future, taking a pension annuity and drawdown, utilising Isa cash and share etc. Jack and The Private Office have been recommended after we researched. Initial Teams meeting was very positive, Jack listened and understood our needs and wants. We have sent our forecast of the future to be professionally modeled by Jack and a follow up teams meeting is due shortly when we will decide how best to use Jack and TPO going forward.

Please provide a brief comment about your experience with Jack

I had a meeting with Jack that was extremely helpful. I came out of it with a lot more confidence on my future.

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

Help for retirement

How has Jack Barratt helped you?

With my investments due to retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Been doing fine