Reviews

Jessica immediately identified the problem with the way my pension fund was set up and put in place a completely different fund that suited my attitude to risk. The fund has grown approx 18% since Jessica took it over.

Jessica very helpfully advised me how to pull together all information regarding my different pensions and savings plans and explained the options available. I now have a clear understanding of my financial position and what I need to do to plan for the future. She is in regular contact with me and my wife Nicki and we are very happy with her advice and support.

Jessica provided excellent impartial sound financial advice that we have been following to great effect for the past 5-years.

I have known Jessica for more than five years, and have no hesitation in recommending her as a financial advisor. Jessica has helped organise my savings, providing insights and valuable advice without ever making me feel that I am being pushed towards some pre-determined agenda. She has always made sure that she understands what it is I want to achieve before setting before me a choice of options. And her advice and explanations are clear without being patronising. A real pleasure to work with.

Jessica helped me work through the various options and the pros & cons of each. She explained these in a very clear way making decision making a lot easier. She was very clear about the costs and benefits both short and long term.

Jessica gave me sound and considered advice without being pushy. I would recommend her without hesitation.

Gave me great advice on investments opportunities and related risks

Jessica was able to review my current QROPS and investments and present me with a strategy what was easy to understand and one which was transparent regarding potential returns, fees and expectations. It is rare to find such a good communicator able to provide simple answers to questions while I did my due diligence. The financial advice world is in need of more people with Jessica’s skill set.

I feel I have received the best advise I could have had and feel that my pension is now much better off than it was before I started to work with Jessica.

From the start she gave open, honest and good advice. She answered all my questions clearly and helped me understand my options

Jessica helped with everything. She was incredibly thorough and left no stone unturned to insure she fully understood our requirements. She was incredibly proactive, informative and I felt that she was operating at all times with our best interests in mind. She also provided advice which allowed us to uncover previous investments (pensions etc) which we would not otherwise have unearthed. She provides a service which insures her clients get exactly the support they need even if it does not generate extra business for her. I would give her a 6 star rating if I could.

Several face to face meetings to discuss options and potential strategy. Followed with timely execution.

Jessica never “sells” – she is genuinely interested in the welfare of her clients and you feel that when working with her. I have now been using her services for 5 years and I’m pleased to say that the investment plans she put together for me have all performed extremely well.

Jessica spent a number of meetings evaluating my position, and the transfer values of my existing pension schemes. Also gained a good mutual understanding and evaluation of my risk profile, and we spent some time assessing the benefits of retaining existing schemes, moving to SIPPS. This included a full review of the cost structures of various schemes. Since inception I have had regular updates on the chosen scheme progress, and a couple of changes have been made to the investment structures to optimise and realign.

Jessica was great, she provide guidance and advice in a way that was easy to understand. She is always available to answer my questions, offer advice and help solve any issues.

After our initial review of my financial assets, Jessica presented me with several unbiased options based on my requirements and with Jessica’s common sense approach and excellent advice we chose the portfolio that suited my requirements of which is periodically reviewed to match current market conditions . With substantial help and effort from Jessica we worked our way through the MOD’s procedure for the application of my military pension. Jessica now has an excellent understanding of the MOD’s pension procedure.