Jamie's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 7 )
Pensions ( 198 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 142 )
Auto Enrolment ( 2 )
Investments and Savings ( 219 )
Pension Transfers - Non Specialist ( 56 )
Inheritance Planning ( 83 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 58 )
Financial Planning ( 117 )
Financial Mentoring ( 13 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 99 )
£200k - £500k ( 49 )
£100k - £200k ( 11 )
Up to £50k ( 4 )
( 2 )
£50k - 100k ( 4 )
Review
by a verified client in Essex
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage my Pensions and savings considerations
How has Jamie Mallon helped you?
Understanding choices about my pensions, find and transfer old pensions under his management. Plus advice on investment management and savings
Have you seen the outcome you were hoping for?
Definitely. my pensions have grown significantly and old pensions are becoming more valuable
What could they have done better?
Nothing
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferring my defined benefit scheme pension
How has Jamie Mallon helped you?
Organised it all for me
Have you seen the outcome you were hoping for?
Yed
What could they have done better?
Nothing
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our last adviser had lost My husband and I felt that our previous adviser had lost interest in 'our interests'. My husband and I felt our previous adviser had lost interest in our requirements.
How has Jamie Mallon helped you?
In all areas of our financial needs.
Have you seen the outcome you were hoping for?
Yes, most definitely.
What could they have done better?
In my opinion - nothing.
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had shares and several pensions which I wanted to retain under one umbrella and maximise growth and income.
How has Jamie Mallon helped you?
Jamie has explained and arranged the above for me as requested.
Have you seen the outcome you were hoping for?
Yes generally things have been as I ha hoped. Obviously market forces can derail slightly but Jamie provides a cool head to cover these.
What could they have done better?
Obviously one can always hope for better but I do not feel qualified to quantify anything which would improve the service at this time
Review
by a verified client in Isle of Wight
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We started our own company and wanted to build a pension
How has Jamie Mallon helped you?
Jamie has given sound advice on building our pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don’t know