Reviews

Having spent some time looking for a financial adviser who could deal with my various pensions I found Jacob, who has been easy to deal with and has been very helpful, efficient and happy to explain in simpler terms the options and outcomes available. The financial models and stress testing he provided gave me the confidence to retire in a somewhat changeable time. The transfers have been easy and I have had regular contact and updates. Thank you.

From start to finish our advisor Jacob Leggett was excellent. His initial briefing and understanding of my requirements for my pension was assured and gave me confidence that I was dealing with an advisor that I felt comfortable with. Throughout, any question and queries were dealt with promptly as were all meetings on time. My pension and investment are up and running and I have been delighted with the service I have received. Many thanks Jacob.

I was anxious about seeking pension advice but I knew I needed help to make decisions that would impact my retirement. I was grateful for Jacob’s friendly, professional assistance- he always responded quickly and guided me through the process. And he was never pushy- he gave me time to think things over.

I required some advice regarding pensions, Jacob was very helpful and clear regarding what options was available to me and cost.
Kept all appointments made and on time, was very happy to fit around my schedule too. Highly recommend..

Jacob offered a polite, professional, service with clear communication and guidance on investment strategy options and associated risk. He took the time to understand my aims and objectives and tailored his assistance accordingly.

Jacob offered a range of investment and savings options and presented a clear concise style both over virtual calls and in person. There was no hard sell, or pressure and the process was professionally explained. Excellent service.

Jacob has provided us with exactly the advice we asked for and, more importantly, needed in planning our finances. Helpful, knowledgeable and friendly at all times and if he does not know the answer he finds out and comes back to explain the solution. Most important of all is that he keeps in communication and if he says he will contact you, he does. Jacob will be our first port of call for any future advice.