Mindful Wealth Avis 

18
TrustScore 4.5 sur 5

4,6

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À propos de l'entreprise

  1. Planificateur financier

Écrit par l'entreprise

At Mindful Wealth, we help people put their money where their heart is® so they can have a positive impact on the world around them. We find more sustainable ways for our clients to grow and manage their money that align with their ethics and values.


Coordonnées de contact

4,6

Excellent

TrustScore 4.5 sur 5

18 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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4,6

Tous les avis

(18)

0 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Jai is a highly experienced and…

Jai is a highly experienced and knowledgeable Independent Financial Advisor and has given me so much invaluable insight and direction over the years.

Jai always goes above to ensure his clients have a positive experience working with him and that their desired outcome is aligned with their values.

I would highly recommend Jai if you’re looking to invest ethically, take out an ethical pension or mortgage.

5 août 2024
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Thank you for your lovely review Tania

Noté 5 sur 5 étoiles

Cant recommend Mindful Wealth enough

Cant recommend Mindful Wealth enough! We had a fantastic experience working with Jai, he is incredibly knowledgable in this field of work, with quick responses, always on hand to support with any questions or queries you have and made the entire process smooth and stress-free, truly dedicated to their case and treat customers with such care and attention finding the best deal in all aspects!
We are extremely greatful for everything that was done for us and for such a prompt completion due to the dedication of care and efforts made for a speedy finish!

28 juin 2024
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Thank you for your lovely review. Glad you are sorted!

Noté 5 sur 5 étoiles

Great guy

Great guy! Helped me from start to finish! Took all the stress away and made me feel at ease. Got the job done quickly and I was very happy with Jai’s services! Highly recommend!

12 février 2024
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Pleasure to look after you Joe!

Noté 5 sur 5 étoiles

I found his insights exceptionally…

I found his insights exceptionally valuable, not only for managing my personal finances but also for the growth and operational efficiency of my small business. I would highly recommend his consultancy to anyone seeking expert advice in these areas.

25 janvier 2024
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Thank you for your kind words Terry, it is great to look after you

Noté 5 sur 5 étoiles

Friendly and helpful

Discussed managing debt, and wasn't made to feel bad about being in debt as some people I've spoken to for help will make you feel worse. This wasn't the case there was no judgement and they provided me with tips and advice I hadn't had before.

I found it really helpful and the friendly nature made it easier to open up about my debt.

29 janvier 2024
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Thank you for your review Steven

Noté 5 sur 5 étoiles

Great advice, great service and customer focussed

Mindful Wealth have helped me hugely with getting my pension in a good state for growth and my life insurance policies as they should be. I particularly liked the cashflow output, which projects what my financial future might look like.

Jai Street is very helpful and responds quickly when I have questions. I would highly recommend the services of Mindful Wealth.

10 janvier 2024
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Thanks for the feedback Mark, it is great to look after you

Noté 5 sur 5 étoiles

Proactive, responsive and helpful

Jai has been a pleasure to work with over the past few weeks. I needed help finding income protection and life insurance as I changed jobs and my new employer did not offer these. It is important to me that my money is invested ethically and Jai was recommended by a mutual contact. He has been extremely proactive and helpful, especially as I have quite a complicated medical history and so it is not a straight forward application. I would recommend Mindful Wealth to anyone looking to invest their money and maintain a clear conscience.

21 décembre 2023
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Thank you for your lovely review Laura. It is a pleasure to look after you

Noté 5 sur 5 étoiles

Excellent Service

Jai has been fantastic and has gone above and beyond from start to finish. In an uncertain financial environment Jai has made finding a new mortgage rate and deal for me as stress free as I can imagine. Would recommend Mindful Wealth 100% and will be definitively using them in the future. A*
Thanks again.

4 août 2023
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Thanks Brad, it is great to look after you

Noté 5 sur 5 étoiles

Rockstar!

Jai is an absolute gentleman. Very knowledgeable, accommodating and above all, has a genuine care for his clients. By far the best financial adviser/expert I have come across. He also sorted protection for myself and my family to give us all comfort. He cares about the bigger picture and that's what really sets him apart!!

7 novembre 2023
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Noté 5 sur 5 étoiles

Jai kept in regular contact with…

Jai kept in regular contact with regular updates regarding my mortgage. It was a complicated issue, but he dealt with the mortgage company on my behalf and worked very hard to find a satisfactory resolution.

23 septembre 2023
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Thank you for your review Anne, I'm glad you are sorted

Noté 5 sur 5 étoiles

I would highly recommend Jai

I would highly recommend Jai! He took on board my own personal situation to help me find the right life cover that best suits me and my family. Very patient, understanding and easy to talk to. Thank you Jai!

8 mars 2023
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Thank you Jennie, I'm glad we could help you and your children get protected

Noté 5 sur 5 étoiles

Human, professional and ethical

I'm really happy working with Jai. He's human, professional and ethical - a great combination. My money is now serving the planet, not exploiting it. I know exactly where it is - and it's doing well!

8 juin 2023
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Thank you for your kind review Kathryn. It's a pleasure to look after you

Noté 5 sur 5 étoiles

Jai has been extremely helpful setting…

Jai has been extremely helpful setting up life cover for me and has explained the importance and peace of mind for the future years.
His knowledge has made it clearer for me to understand which policy was best for lifestyle and working role.
He is obviously very dedicated in his job and passionate to help people to ensure that they have the right policies for them.
A lovely person who I would very much recommend.

31 mai 2023
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Thank you for your kind words Fran, I'm glad that you are protected and it's great to be able to look after you

Noté 5 sur 5 étoiles

Jai is very helpful and insightful and…

Jai is very helpful and insightful and gave advice tailored to my situation.
Jai is friendly and easy to speak to with the added bonus of looking at sustainable investments and companies.

Jai has helped me set up a personal investment ISA and a pension scheme. He also helped with getting life insurance for my family and business income protection.

17 mai 2023
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Thanks for your review David. It's a pleasure to look after you

Noté 5 sur 5 étoiles

What a relief to find someone with the same values as me, who understands.

My pension and investments were not transparent - I was being fobbed off by my providers who didn't understand at all why I needed to know where my money was being invested in this way. It was only about profit.
As I have learned more over the years - I have changed things in my life - but until I looked into my investments in detail as well, I was unaware just how much harm my pension was potentially causing.

Jai is very clear and explains things carefully. Thanks to him I am able to have investments with a far lessened impact on planet and animals - that perform well too.

16 mai 2023
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Thank you for your lovely review Chloe. It is a pleasure to look after you

Noté 5 sur 5 étoiles

Can’t recommend Jai enough

We recently worked with Jai to help us make some sense of the big financial decisions. Throughout the process it was really reassuring to have Jai advising us on our decisions, knowing that his recommendations are guided by a commitment to ethical finance and not just profit. I’d highly recommend Jai’s services to anyone looking for solid financial advice with a good ethical foundation

8 novembre 2022
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Thank you for your review James

Noté 5 sur 5 étoiles

Best ethical and sustainable financial advisor

Working with Jai at Mindful Wealth has been delightful. I'm really glad I found Jai as now I'm confident my pension and investments are invested in line with my personal values in terms of ethics and sustainability. He's gone above and beyond to help me make a positive impact in the world with my money. So happy that I changed my pensions and investments to Mindful Wealth, and would recommend it to anyone wanting their money to make a difference in the world (and avoid investing in harmful industries and fossil fuels). Thanks, Jai!

16 mai 2023
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Réponse de Mindful Wealth

Thank you for your review Carlos. It's great to look after you

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