Jeffcott Financial Advisors
Based on recent customer reviews, Jeffcott Financial Advisors receives strong praise for individual advisors who deliver professional, patient, and efficient service. Staff members such as Shauness Edwards, Alicia Wagner, and Ratanang Magodielo are frequently highlighted for their friendliness, clear communication, and dedication to resolving client issues promptly. However, a recurring negative theme involves persistent unsolicited spam calls, with multiple reviewers expressing frustration over daily phone contact despite requesting it to stop, raising concerns about the firm's outreach ethics.
TrustIndex
0
Ranking
#69
in Financial Services
NPS Score
50
Recommended: Very Likely
Jun '25 - May '26
Based on recent customer reviews, Jeffcott Financial Advisors receives strong praise for individual advisors who deliver professional, patient, and efficient service. Staff members such as Shauness Edwards, Alicia Wagner, and Ratanang Magodielo are frequently highlighted for their friendliness, clear communication, and dedication to resolving client issues promptly. However, a recurring negative theme involves persistent unsolicited spam calls, with multiple reviewers expressing frustration over daily phone contact despite requesting it to stop, raising concerns about the firm's outreach ethics.
Jeffcott Financial Advisors has a TrustIndex of 0 out of 10 on Hellopeter, based on 6 reviews in the last 12 months. Hellopeter has tracked Jeffcott Financial Advisors across 38 total reviews. How is the TrustIndex calculated? →
Used this business recently? Share your experience to help others decide.
Used this business recently? Share your experience to help others decide.
Share Your Experience1 reviews | Active since Jan 2020
I have been having problems with Discovery Bank, I incurred charges for a bank account I haven't used for 2 years, I had been calling the bank numerous times with no help, until a gentleman named Dillon Reddy assisted me to the T, with patience and kindness, Thanks Dillon
1 reviews | Active since Jan 2020
I have been having problems with Discovery Bank, I incurred charges for a bank account I haven't used for 2 years, I had been calling the bank numerous times with no help, until a gentleman named Dillon Reddy assisted me to the T, with patience and kindness, Thanks Dillon
1 reviews | Active since Jan 2020
After months of frustration and being sent from pillar to post since November last year while trying to open a bank account, I finally had the pleasure of being assisted by Lesedi Masilo. Within just 2 days, she managed to resolve the issue that had been dragging on for months. Her professionalism, efficiency, and dedication to helping customers is truly commendable. Lesedi went above and beyond, and I am incredibly grateful for her support. She is a true asset to the team!
1 reviews | Active since Jan 2020
After months of frustration and being sent from pillar to post since November last year while trying to open a bank account, I finally had the pleasure of being assisted by Lesedi Masilo. Within just 2 days, she managed to resolve the issue that had been dragging on for months. Her professionalism, efficiency, and dedication to helping customers is truly commendable. Lesedi went above and beyond, and I am incredibly grateful for her support. She is a true asset to the team!
1 reviews | Active since Jan 2020
Review for Ratanang Magodielo - Financial Telephonic Advisor Assistant I recently had the pleasure of speaking with Ratanang Magodielo, a financial telephonic advisor who assisted me with purchasing Discovery Life Insurance. From the very beginning, Ratanang demonstrated exceptional professionalism and expertise. Knowledge and Expertise: Ratanang's deep understanding of the various life insurance products offered by Discovery was evident throughout our conversation. He patiently explained the different options available, highlighting the benefits and features of each policy. His ability to break down complex financial concepts into easily understandable terms was particularly impressive. Customer Service: What truly stood out was Ratanang's commitment to providing outstanding customer service. He took the time to listen to my specific needs and concerns, ensuring that the policy we selected was the best fit for my financial goals and personal circumstances. His friendly and approachable demeanor made the entire process smooth and stress-free. Communication Skills: Ratanang's communication skills are top-notch. He was always clear and concise, making sure I fully understood every aspect of the policy. He was also very responsive, promptly returning calls and emails, which made me feel valued as a customer. Attention to Detail: Ratanang's attention to detail was impeccable. He meticulously reviewed all the necessary documentation and ensured that everything was in order before finalizing the policy. This thoroughness gave me great confidence in the decision I was making. Overall Experience: Overall, my experience with Ratanang Magodielo was exceptional. His professionalism, expertise, and dedication to customer satisfaction are truly commendable. I highly recommend Ratanang to anyone seeking financial advice or life insurance products. He is a true asset to Discovery Life Insurance and a trusted advisor. Thank you, Ratanang, for your outstanding service!
1 reviews | Active since Jan 2020
Review for Ratanang Magodielo - Financial Telephonic Advisor Assistant I recently had the pleasure of speaking with Ratanang Magodielo, a financial telephonic advisor who assisted me with purchasing Discovery Life Insurance. From the very beginning, Ratanang demonstrated exceptional professionalism and expertise. Knowledge and Expertise: Ratanang's deep understanding of the various life insurance products offered by Discovery was evident throughout our conversation. He patiently explained the different options available, highlighting the benefits and features of each policy. His ability to break down complex financial concepts into easily understandable terms was particularly impressive. Customer Service: What truly stood out was Ratanang's commitment to providing outstanding customer service. He took the time to listen to my specific needs and concerns, ensuring that the policy we selected was the best fit for my financial goals and personal circumstances. His friendly and approachable demeanor made the entire process smooth and stress-free. Communication Skills: Ratanang's communication skills are top-notch. He was always clear and concise, making sure I fully understood every aspect of the policy. He was also very responsive, promptly returning calls and emails, which made me feel valued as a customer. Attention to Detail: Ratanang's attention to detail was impeccable. He meticulously reviewed all the necessary documentation and ensured that everything was in order before finalizing the policy. This thoroughness gave me great confidence in the decision I was making. Overall Experience: Overall, my experience with Ratanang Magodielo was exceptional. His professionalism, expertise, and dedication to customer satisfaction are truly commendable. I highly recommend Ratanang to anyone seeking financial advice or life insurance products. He is a true asset to Discovery Life Insurance and a trusted advisor. Thank you, Ratanang, for your outstanding service!
1 reviews | Active since Jan 2020
Shauness Edwards great service from your team and you thank you very much
1 reviews | Active since Jan 2020
Shauness Edwards great service from your team and you thank you very much
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