Jeremy's reviews
Reviewed for
Mortgages ( 1 )
Pensions ( 59 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 45 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 13 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 34 )
Financial Mentoring ( 5 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 10 )
£100k - £200k ( 4 )
Review
by a verified client in Sussex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
sort out my retirement plans for me
How has Jeremy Jackson helped you?
sort out my investments for me
Have you seen the outcome you were hoping for?
yes Jeremy has done very good job for me
Jeremy:
Dear Kevin, Thank you for sharing your feedback and for your kind words about the work we’ve done together. It’s great to know that you feel confident in your retirement plans and that I’ve been able to help you organise your investments effectively. I’m pleased to hear that you’ve seen the outcome you were hoping for and feel on track with your goals. It’s also encouraging to know that the communication and correspondence you receive are clear and that you find our annual meetings valuable. Your trust and willingness to consider recommending me to others mean a lot, as it’s always rewarding to hear that my advice has made a positive impact. I look forward to continuing to support you in managing your finances and ensuring your retirement plans stay on course. Thank you again for your review. If you ever have questions or need additional guidance between our scheduled meetings, don’t hesitate to get in touch. Best regards, JeremyReview
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce and the need to invest for my retirement
How has Jeremy Jackson helped you?
Offered professional and helpful financial advice to suit my personal circumstances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I was happy with everything
Jeremy:
Dear Margo, Thank you so much for your kind feedback. I’m so pleased to hear that you’ve been happy with the financial advice and support provided during what was a significant period of change for you. Helping clients navigate life events like divorce and plan for their retirement is something I take great care in, and I’m delighted that the advice we tailored to your personal circumstances has met your expectations. It’s wonderful to know that you’ve achieved the outcomes you were hoping for and feel confident in your financial plans for the future. Your willingness to passionately recommend my services means a great deal and reflects the trust we’ve built together. Thank you again for your review, Margo. If you ever need further advice or support with your financial planning, please don’t hesitate to get in touch. I look forward to continuing to assist you in the years ahead. Best regards, JeremyReview
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change in employment and need to decide what to do with employment pension
How has Jeremy Jackson helped you?
Jeremy advised on a suitable pension and investment approach which I had not previously considered.
Have you seen the outcome you were hoping for?
So far the outcome of the pension and investment planning has been satisfactory and probably better than I would have achieved independently
What could they have done better?
I would prefer a little more detail on the future cash flow forecasts but as an accountant that’s probably a lot more than the average customer would request!
Jeremy:
Dear David, Thank you for taking the time to provide such detailed feedback. I’m delighted to hear that the pension and investment strategy we put in place has been satisfactory and, as you mentioned, potentially better than what might have been achieved independently. It’s always rewarding to know that the advice I provide has made a tangible difference to my clients’ financial outcomes. I appreciate your comments about the level of detail in the cashflow forecasts, and I’m happy to delve deeper into these in future sessions to match your preferences, especially given your accounting background. My goal is always to ensure clients feel fully informed and confident about their financial future. It’s great to hear that you feel comfortable discussing both financial and personal matters during our sessions, as this helps me tailor my advice to suit your broader needs and goals. Thank you also for considering recommending my services—it’s always a privilege to be trusted in this way. If there’s anything further you’d like to explore before our next meeting, please don’t hesitate to get in touch. I look forward to continuing to support you in achieving your goals. Best regards, JeremyReview
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
An understanding that as we approach retirement ages and sign that job security is at risk, we needed to get a view of where we were in terms of retirement income in the event we had to take it.
How has Jeremy Jackson helped you?
Jeremy has provided a details cash flow forecast that we can easily adjust as things change. In addition he explained the options we had with our various pensions accumulated over our careers and that led us to take the appropriate actions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really. We are willing to receive advice and guidance as to what actions are in our own best interests and will continue to provide our attitudes to our saving and plans as things change
Jeremy:
Dear Alex, Thank you for taking the time to leave such a thoughtful review. It’s been a pleasure working with you to help ensure that your retirement plans are on track. I’m glad to hear that the detailed cashflow forecast has been helpful and that it gives you the flexibility to adjust as your circumstances evolve. Providing clarity around your various pension options and guiding you to take the right actions is always a key goal, so it’s great to know that this has been valuable for you. Your confidence in the advice and support I’ve provided is greatly appreciated, as is your willingness to recommend my services to others. I look forward to continuing to work with you in the years ahead, helping you adapt to any changes and keeping you on track for your retirement goals. Please don’t hesitate to reach out if there’s ever anything further you’d like to discuss. Best regards, JeremyReview
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment opportunities for an inheritance
How has Jeremy Jackson helped you?
Advice on optimisation of savings between ISAs and an investment portfolio.
Have you seen the outcome you were hoping for?
Most certainly!
What could they have done better?
Nothing that I can put my finger on.
Jeremy:
Dear Rod, Thank you for your thoughtful review. I’m delighted to hear that the advice we’ve worked on together, particularly around optimising your savings between ISAs and your investment portfolio, has delivered the outcomes you were hoping for. Supporting clients like yourself in making the most of opportunities, such as an inheritance, is something I take great pride in. It’s wonderful to know that you feel confident in the financial strategy we’ve developed and comfortable discussing both financial and personal matters during our sessions. Building that level of trust is something I value deeply, and I appreciate your willingness to recommend my services to others. Thank you again for your feedback. I look forward to continuing to assist you in achieving your financial goals. If you ever have any questions or would like to explore new opportunities before our next meeting, please don’t hesitate to get in touch. Best regards, Jeremy