Testimonials
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| I cant fault Daniels professionalism and expert knowledge of the Financial market. His advice to me meant I had exactly the right cover when I went through a difficult period (due to illness). I have no hesitation in offering my unreserved recommendation to anyone who may ask. March 18, 2010 |
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Ian Docherty, |
| Ive known Daniel since I started out as an IT contractor in 2008. He immediately put me at ease and recommended some important strategies for my, and my familys, long term financial well being and security, including insurance and pension advice. Having recommended the appropriate products, he ably assisted in the paperwork and red-tape until completion and was a great help all the way. Daniel has also provided good after-sales service - providing help and reviewing the products performance at the appropriate times. I have no hesitation in recommending Daniel as an efficient and knowledgeable IFA. |
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Andrew Ballard, |
| Mark Wheal is the best IFA I have ever dealt with. He proactively looks after your finanical situation with your best interests in mind. Mark is always friendly to deal with and will go that extra mile for you, fitting around your busy schedule. I wouldnt hesitate in recommending Mark to any of my friends. |
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Simon Horton, |
| Daniel has been my financial advisor for over 7 years and has looked after my interests with great success. His integrity and depth of knowledge stand out amongst his peers |
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Gavin Wilson, |
| As a satisfied customer of JSA IFA for many years now, we have always found them to be friendly, efficient, helpful, knowledgeable and able to get us the most competitive rates for all of our private health cover needs. Weve never had a need to look anywhere else. |
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Timesco of London, |
| Mark has been an immense help and a very knowledgeable person in the area of personal finance, in particular pensions and life assurance, areas which can be bewildering to joe public. He is always honest and professional but also down to earth, easy to chat to, he understands my needs and where I am in my life and that of my family, exactly what I look for in an adviser and hence why Ive been dealing with Mark for the past 8/9 years and plan to do so for many more years. Ive also passed his details onto family and friends and hopefully they will find him as professional and invaluable as I have. |
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Brett Staples, |
| Daniel has helped me over a number of years with my pension and insurance arrangements as a limited company IT contractor. I would recommend him |
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Gordon Mackie, |
| Having only known Daniel for 6 months or so, he quickly pointed out the weak areas in my finances - better off as a Limited Company Contractor, poor choice of pension Fund - and then recommended some rock solid products to improve my financial future. |
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Gary Entwistle, |
| OMV Trading services has worked with JSA IFA for many years. We have been approached by various Healthcare consultants, but have continued to stay with JSA IFA. The quality of service provided is excellent. Ms Cohen is very flexible to our requirements, always helpful, prepares information in good time and eagerly pursues the solution that best fits our company and our budget. We are happy with JSA IFAs services and would not hesitate to recommend them. |
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OMV Trading Services, |
| Mark has provided my wife and I with financial advice for a number of years now. Having established our initial requirements, he has advised on savings, investment, and insurance products, and ensured that they have continued to meet our changing needs. His approach has been friendly and professional at all times, and I would not hesitate to recommend him to others. |
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Darren Waugh, |
| Daniel takes a proactive approach to the work and provides good ongoing support following the initial advice given which enabled me to buy appropriate insurance and pension products |
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Melanie Brooks, |
| Daniel has provided me with solid financial advice for some years. Hes always focused clearly on my business and family requirements and provided me with sound recommendations which have proved to be very good long term investments and highly competitive products. Highly recommended! |
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Chris Hutchings, |
| John Stephen Associates have provided us with an efficient and friendly service for many years. Debbie Cohen would always be the first person I phoned for medical insurance advice. |
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Plenham Ltd, |
| Mark is an excellent Financial Advisor. His advice is prompt, thorough, well researched and for non-experts like me, easy to understand. Unlike many others in his profession, he is also pro-active with his suggestions and advice. Finally, he is also a really nice guy. I recommend him highly. |
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Jonathan Wilks, |
| Daniel has been a great Financial Advisor to me. He is very knowledgeable and so therefore was able to help me to make the best financial decisions which I have not regretted. The only regret I did have was not following one of his pieces of advice! |
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Rima Amin, |
| Daniel is approachable, friendly and an expert in his field. I can always trust his advice to be considered, well-founded and sound. |
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Andrew Robinson, |
| JSA IFA have been an asset to the company in assisting with our Private Health Insurance throughout the past few years. They have been very helpful and our Healthcare consultant Debbie Cohen has been very supportive and cooperative at all times. We are given various options when we require them, and queries answered at the earliest convenience. The service has always been professional, understanding and accommodating, which ties in perfectly with our needs |
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Azza Osman, Royal Jordanian Airlines, |
| I have been a client of Daniel since early 2007, and during this turbulent time I have found his advice reassuring, sensible and focussed on results. He is willing both to offer pro-active advice, suggesting different approaches, but also to act as a sounding-board for my own ideas. I wouldn’t hesitate to recommend him to others |
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Patrick Costigan, |
| Daniel has provided me with excellent financial advice for a number of years. I have no hesitation in recommending his services. |
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Mike Dunn, |
| Daniel is a financial advisor who has great attention to detail in, and cares about, every aspect of the clients needs and circumstances. In my own sometimes complex requirements he has been a thorough advisor and makes sure all aspects are covered. He is also very easy and personable to work with. I have no hesitation in recommending Daniel. |
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Steven Bennett, |
| JSA IFA have been providing travel and healthcare insurance services to Laxey Partners since December 2007. We have always found them professional and easy to communicate with and hope to continue this professional partnership in the future. |
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Laxey Partners Ltd, |
| John Stephen Associates have dealt with our medical insurance for more than 15 years. They have always provided a professional service; not limited to providing the lowest price insurer but, looking in depth at the scope of the cover for our group and individual needs. We especially appreciate their independent advice on individual cases, which is available at a time which can be critical for the person concerned. |
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Roditi International Corporation, |
| Daniel continues to advise me on my interests in both business and individual financial matters. He has advised me on a number of issues in the past 5 years and is friendly and offers valid advice |
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Alistair Dickinson, |