Mindful Wealth
Anne Clarke
"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.
Jennie s
"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!
Kathryn C
"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!
FRANCES PRESTON
"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.
David
"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.
Chloe / Materialise Interiors Limited
"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.
James
"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
Carlos Terol
"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!
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