Jamie Wheeler

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

I was purchasing a house and had completed the mortgage part of this with Coopers, our mortgage broker suggested i contact Jamie to help me with all of my pensions and see if he could help me get more for my money.

How has Jamie Wheeler helped you?

Jamie helped me get all of my pensions in to one fund which made things easier to understand.

Have you seen the outcome you were hoping for?

Absolutely! Jamie was ace - he has helped make pensions more understandable and made me feel more confident about my retirement.

What could they have done better?

Nothing - the process was easy from start to finish.

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

I had an old pension that wasn't performing very well and wanted advise how I may make a better investment choice.

How has Jamie Wheeler helped you?

He took my pension fund and has invested it into a retirement account.

Have you seen the outcome you were hoping for?

Yes, my initial investment is increasing in line of how Jamie suggested it may.

What could they have done better?

Nothing that I can think of. He is very well imformed and new the answers immediately to all my and my wife's questions

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

Transfer of pension

How has Jamie Wheeler helped you?

Moved all my pensions into one pot

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing all went well

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

We wanted advice on our pensions.

How has Jamie Wheeler helped you?

Jamie found out all the information about our pension, he put all myself and my partner all into one.

Have you seen the outcome you were hoping for?

yes was a good job, having pensions all in one place is a great help

What could they have done better?

Nothing

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

I was looking to organise a private pension scheme.

How has Jamie Wheeler helped you?

Jamie helped me organise a flexible plan that could change with my income, and took account of my desire to only make ethical investments

Have you seen the outcome you were hoping for?

The pay-off has exceeded my expectations.