Jason's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 69 )
Retirement income (annuities, drawdown) ( 51 )
Investments and Savings ( 87 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 30 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 73 )
Financial Mentoring ( 17 )
Financial Coaching ( 9 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 35 )
£100k - £200k ( 19 )
Up to £50k ( 2 )
£50k - 100k ( 4 )
Review
by a verified client in West Midlands
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had been saving for a long time and I wanted to achieve more interest than a bank could give me.
How has Jason Barefoot helped you?
He’s very good at answering any questions I have and he will inform in a very good way that is easy for me to understand. He has helped me understand in a way that I didn’t with other advisers, how the money is invested, why long term investments work well despite setbacks. In addition he has made me feel more confident about the financial market.
Have you seen the outcome you were hoping for?
Yes. Despite occasional setbacks within the financial market there has been growth.
What could they have done better?
He listens so well to any queries and he responds accordingly with well informed answers. He hasn’t yet been unable to answer a question and I ask a lot of questions so I couldn’t fault him. He is honest and very keen to clarify any issues there may be.
Review
by a verified client in West Midlands
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment in mixed fund with West Bromwich Building Society. Stayed with investment adviser when he moved employers - getting in particular pensions advice. Jason is his successor.
How has Jason Barefoot helped you?
Advice on pension contributions / legislation.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not applicable
Review
by a verified client in Oxfordshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have had a financial advisor for decades. Changes of advisor have come through company changes and take overs and retirements. Initial advisor came through the need to sort out finances after an inheritance
How has Jason Barefoot helped you?
Confirmed the best way to steer our investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind
Review
by a verified client in Staffordshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a small number of pension pots from past employers and required professional financial advice going forward.
How has Jason Barefoot helped you?
Jason has always been available when I needed to speak with him for his advice. He takes a measured view of the circumstances and gives a confident decision.
Have you seen the outcome you were hoping for?
In general, I would say yes. Investments can go up and down and therefore sometimes you have to ride the storm as we did during the Covid pandemic.
What could they have done better?
In my opinion nothing more.
Review
by a verified client in Nottinghamshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sorting out my pensions
How has Jason Barefoot helped you?
Jason is incredibly knowledgeable, professional and friendly. He has sorted out my pension and given me a clear understanding
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing