J.A. Financial Planning Ltd

Jak has literally held my hand through the whole complicated process of taking early retirement. Could not have taken this big decision without his insightful and informative knowledge and experience. His financial forecast and financial planning have given me the confidence and reassurance I needed. I would not hesitate in highly recommending Jak and his team to anyone needing help with retirement, financial and investment planning for the future.

My wife and I received excellent support from Jak throughout our retirement application process. His expertise in the field gave us a huge sense of reassurance. We had regular meetings with Jak but whenever we had further questions between these meetings he always responded promptly. We have therefore recommended him to a number of our colleagues who are also considering retirement.

Jak was recommended to me by another teacher and he has been absolutely brilliant, guiding and supporting me through every stage of the retirement process. He initially went through our finances and demonstrated that I would be able to retire when I hoped. He then took me through the whole process with home visits and online meetings. He was knowledgeable and professional throughout, I felt reassured and in ‘safe hands’. An excellent service, I wholeheartedly pass on the recommendation!

Found the experience, very helpful and friendly. Jak put me intouch with other professionals to help me find my way through what I thought would be a daunting minefield. This was done swiftly and with ease. No question I had was too trivial, and I understood what was happening along the way. With reassurances I could check at any point. Thank you

Excellent! Excellent meeting with Jak who was able to clearly discuss my financial options giving me clear, professional and honest advice. The information and advice provided was up to date and spot on for my situation. I also found Jak to be extremely professional at all times and easy to chat through financial issues highlighted by myself, as well as important factors I had not considered. I would definitely recommend JA Financial Planning without reservation.