Deb's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 66 )
Retirement income (annuities, drawdown) ( 48 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 25 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 27 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 29 )
£200k - £500k ( 24 )
£100k - £200k ( 4 )
£50k - 100k ( 3 )
( 1 )
Up to £50k ( 12 )
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving my pension after being made redundant
How has Deb Jacobs helped you?
Debs is so helpful and friendly Everything is explained to me regarding my SIPP If I need anything I just call and everything I ask for is dealt with promptly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I'm happy and to be honest I'm not sure if Debs and Penlife could do anything better
Deb:
Hello, I hope you're all settled into the new place? Thanks for writing this for me, I always look forward to catching up with you and seeing what retirement shenanigans you're up to! DebReview
by a verified client in East Riding
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferring my DB pension
How has Deb Jacobs helped you?
Debs guided us through the transfer process & provided advice & information in a professional & friendly manner.
Have you seen the outcome you were hoping for?
Yes, couldn't be happier at present.
Deb:
Hi Guys, Thank you for taking the time to write this, I'm looking forward to navigating this year with you and seeing you settle into retirement properly. See you next week! DebReview
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement and needed to make sure that we manage our pension incomes properly, and to establish the level of retirement income we could expect
How has Deb Jacobs helped you?
She took time to properly understand our personal and financial situation, and explain the reasoning behind her advice to produce a plan with us that we understand.
Have you seen the outcome you were hoping for?
So far so good!
What could they have done better?
Nothing to add
Deb:
Thank you so much for taking the time to write this for me, I know how busy you are. Looking forward to our catch up a little later this year. DebReview
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When the banks was collapsing after the demise of Iceland investments went bust Deb’s USAF’s to look after us at Lloyd’s bank and was absolutely brilliant, so When we found out she had left Lloyds and got a job at Pen Life it was a no brainier to get in touch and transfer all our finances to her to invest, and we haven’t look back as nobody could have looked after us any better.
How has Deb Jacobs helped you?
Great communications, great investments, great appreciation of our needs. I don’t see her as our financial broker any more I see her as part of my family.
Have you seen the outcome you were hoping for?
More than I expected
What could they have done better?
Nothing
Deb:
Glynn thank you for taking the time to write this for me, it has always been a pleasure looking after you all, it's been 20 years now and I love that you're now retired and doing all the things you planned. See you when you're back from your next adventure. DebFirst impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Deb
Deb gave great advice and was very friendly and helpful. The only downside, if I can put it like that, is that she was so quick in responding to my application for advice that I was caught unawares and thought of more questions that I should have asked after wards. She explained about long term care. which was one of our min concerns. I was very pleased with the meeting.