Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 16 )
Pensions ( 77 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 23 )
Auto Enrolment ( 7 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 4 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 10 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 19 )
£100k - £200k ( 11 )
Up to £50k ( 18 )
£50k - 100k ( 9 )
Client reviews
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Berkshire
What were the circumstances that caused you to initially look for an adviser?
Not satisfied with service from existing provider
How has Jason Mountjoy helped you?
Very patiently went through all options and advised on best way forward
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not much. Jason has always been helpful and very patient giving us plenty of time to make decisions
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
We wanted to amalgamate our pensions and get the best advice on how to do this and where to invest
How has Jason Mountjoy helped you?
Jason helped us achieve this in the context of looking at our longer term financial and life plans. More recently Jason has helped with a pension drawdown to help fund a house purchase
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Jason has provided sound advice and support and has taken the time to understand our specific situation so nothing could have been improved
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
Lack of Knowledge in Pension's and financial matters.
How has Jason Mountjoy helped you?
Jason was very professional and reassuring in everything he advised.
Have you seen the outcome you were hoping for?
Very much so, only wished i could have been introduced to Jason sooner.
What could they have done better?
Absolutely nothing, gave me all the information and professional service anyone could ask for. Thankyou Jason.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
Initially for arranging a private pension and then advice and reviewing since then.
How has Jason Mountjoy helped you?
Jason has helped me recently change my pension to a more suitable fund
Have you seen the outcome you were hoping for?
It is currently in the process of changing.
What could they have done better?
There wasn’t anything done that could have been improved upon to my knowledge
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
We were looking for advice on managing a trust fund.
How has Jason Mountjoy helped you?
Jason gave us invaluable advice and guided us to make an informed choice on the best strategy for maximising the investments tailored to suit the beneficiaries needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Unable to fault the advice and support given.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
To advise on my pension
How has Jason Mountjoy helped you?
Initially giving me advice on my pension plan.Recenlty advising me on the best options to access my pension pot.
Have you seen the outcome you were hoping for?
Yes,I am now on the process of taking my pension by draw down
What could they have done better?
I don't think they could have been anymore helpful.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
I was unhappy with the level of support I was getting from my previous advisor and had received positive feedback about Jason
How has Jason Mountjoy helped you?
Jason helped me get my pensions and investments into 1 place where I have better visibility of how they are performing
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
I needed someone who I could trust to cut through all the financial jargon and simplify things for me.
How has Jason Mountjoy helped you?
Jason has never let me down, he is trustworthy, and very genuine. Although I do not have a big fortune of funds to worry about, Jason always takes time to make me feel important and offer me non biased advise
Have you seen the outcome you were hoping for?
Yes, and in the future I will be asking Jason for next step advice .
What could they have done better?
Nothing really, I have no recommendations to date.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Jason helped create a calm during a very important time in my life.
How has Jason Mountjoy helped you?
I’m now retired and enjoying my life.
Have you seen the outcome you were hoping for?
Yes retired early
What could they have done better?
No
Review from verified client
January, 2023
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I work for a financial adviser firm we were unable to complete the advice process due to network provider restrictions. I contacted Jason and he was able to help.
How has Jason Mountjoy helped you?
He facilitated the transfers of my pensions into a SIPP to enable me to retire when I wanted.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing. All proceeded as planned in a timely manner.
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I needed assistance to get my investments on track as my last adviser retired
How has Jason Mountjoy helped you?
After a few meetings the portfolio is now on a platform that I can easily see and the values have increased
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
My father left me and my sister his estate and we had no idea what to do
How has Jason Mountjoy helped you?
He helped us understand the options and explained the trust benefits that we had. Jason now looks after our portfolios
Have you seen the outcome you were hoping for?
Absolutely, we are both delighted
What could they have done better?
Nothing
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I had a number of pensions scattered around and needed help
How has Jason Mountjoy helped you?
Jason eased all my concerns with simple no jargon explanations
Have you seen the outcome you were hoping for?
Totally , my future has been much clearer and I’m on plan to retire much earlier
What could they have done better?
I wish I had met him years before
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
Wishing to retire early.
How has Jason Mountjoy helped you?
Jason has clearly set out options available and helped me decide on the best course of action. Jason has provided me with an efficient and friendly service and I would highly recommend him.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
Wishing to retire early.
How has Jason Mountjoy helped you?
Jason has provided a knowledgeable, efficient service and has gone the extra mile to meet deadlines. I would highly recommend Jason.
Have you seen the outcome you were hoping for?
Yes, solely due to Jason's input, I have achieved what I set out to achieve.
What could they have done better?
Nothing.
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Oxfordshire
What were the circumstances that caused you to initially look for an adviser?
I was approaching 55 and in a muddle with pensions and financial planning. I was worried that I may not be able to keep the marital home post divorce
How has Jason Mountjoy helped you?
Fantastic! I am very happy that I transferred out of a previous employers pension scheme and have control over all of my pensions. I completed a draw done for my pots and now I have my house in my name only. I also have financial security moving forwards
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
Nothing. Jason and the team were very thorough and patient with me . I could call and Zoom every day and speak to them. It was a such a personal service and I look forward to keeping such a great financial relationship with them. Jason has already reviewed after @1 month.
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I needed to transfer a final salary pension fund from a previous employer into a manageable fund for accessibility with future growth prospects.
How has Jason Mountjoy helped you?
Jason has modelled our complete financial asset situation, made recommendations for a platform to which I could transfer into and helped initiate the transfer process.
Have you seen the outcome you were hoping for?
I have the new operating platform available to me now and the transfer process is presently in progress, having passed over several hurdles to date. I expect a successful outcome by the New Year (start of 2023).
What could they have done better?
There is nothing I can fault Jason and his team on whatsoever. Totally professional in all aspects of the process, bought into the tight timeline on the soon-to-be expiring quotation, and achieved the required outcome. That's all I expect it to be.
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Jason Mountjoy helped you?
To work through the minefield that pension decision making can be.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
To assist with support in understanding and allowing me to make a decision on Pension transfer
How has Jason Mountjoy helped you?
Jason provided me with access to all the information needed and talked me through step by step and easy to understand the process to enable me to be fully informed prior to any final decision on my pension. Nothing is ever too much trouble and Jason will always make time to ensure that you fully understand everything.
Have you seen the outcome you were hoping for?
100% yes.
What could they have done better?
There is nothing that could have been better. Jason has been amazing and always on hand to answer any question that I had with an immediate response.
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
My previous financial advisor retired and I spent a couple of years without one, then my original pension provider was taken over by Reassure and the service provided by them then fell below my expectations. I needed to start seriously planning for my retirement, so I needed sound financial advise to help me prepare for the future.
How has Jason Mountjoy helped you?
He gave me a full explanation on the performance of my existing pension scheme and then detailed the options I had available to me going forward. He explained the risks involved with the various options and then gave me time to think and decide on what route I would like to take. Communication was very good at all times and I felt I received the right level of support.
Have you seen the outcome you were hoping for?
Yes, I have moved my pension over to an online platform which is much easier to understand and use.
What could they have done better?
Nothing.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Transfer of DB pensions.
How has Jason Mountjoy helped you?
He gave advice to facilitate this.
Have you seen the outcome you were hoping for?
The transfers are taking place.
What could they have done better?
Nothing.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I wanted a better return for my pension pot
How has Jason Mountjoy helped you?
In the minefield of advisors out there Jason was recommended to me because of his level of personal service and engagement with his clients
Have you seen the outcome you were hoping for?
This is slightly to loaded a question to be answered so soon , However thus far the service Ive received has been exemplary and the results are in line with the projections . Jason is always very easy to contact
What could they have done better?
In this pandemic time I’m not a fan of phone / zoom but it’s a situation we currently have to deal with .
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
I had an old Defined Benefits pension from my first job ! I found it difficult to find a company who were qualified to deal with this , luckily I was recommended to Jason .
How has Jason Mountjoy helped you?
Jason obtained all the figures etc from the old company, and produced in-depth spread sheets showing how it could perform, highlighting all my options regarding risk etc . What really impressed me was that Jason listened and understood my personal circumstances. He also explained everything in a very easy to understand way .
Have you seen the outcome you were hoping for?
Yes, Jason was able to transfer the funds , into a scheme that gives me great flexibility, which is what I needed .
What could they have done better?
Nothing !
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Buying first home
How has Jason Mountjoy helped you?
Jason was very helpful, listened to my needs and offered the best possible advice at the time
Have you seen the outcome you were hoping for?
yes i have
What could they have done better?
no, all my expectations were met
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate my pension pots.
How has Jason Mountjoy helped you?
Gave me excellent and provided a value for money solution.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I was very happy with the service provided
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I sold a house and needed some guidance in making a good investment and return.
How has Jason Mountjoy helped you?
Jason told me the ways that I could invest to make a good return.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review from verified client
December, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I needed a specialist financial adviser to help with a complicated pension scheme that I was in
How has Jason Mountjoy helped you?
Jason gave me advise,and help that was required..professionally guided me through all procedures, advice, paperwork,forms etc..All this was done by phone, online and facetime due to the Pandemic, with no problems at all
Have you seen the outcome you were hoping for?
Yes I did, thank you
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
We were looking to renew our life insurance and also my wife was looking into her pension options.
How has Jason Mountjoy helped you?
He gave us honest advice and made a complicated situation clear and easy to understand whilst never making us feel under pressure to take up his suggestions.
Have you seen the outcome you were hoping for?
Yes. We have adequate life insurance that will help protect my family if ever needed. Also, with the pension element the plan is starting to go in the direction Jason said it would.
What could they have done better?
Nothing springs to mind.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I needed to put aside some money for when I retire as I do not have a very good pension scheme. I am saving what was my monthly mortgage payment.
How has Jason Mountjoy helped you?
Jason offered advice on the best way for me to plan for my future.
Have you seen the outcome you were hoping for?
My investment has done extremely well, in fact better than I hoped.
What could they have done better?
Nothing. I have received excellent service and advice from Jason and the office team. I recently withdrew some money to help with a house move and everything was dealt with swiftly and efficiently.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Sale of business and divorce
How has Jason Mountjoy helped you?
Jason has given me advice for over 5 years that has consistently been beneficial.
Have you seen the outcome you were hoping for?
Only recently invested long term so it’s too early to tell.
What could they have done better?
I will be seeking advice about mortgages, taxes and financial coaching.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
We wanted to receive a competitive quotation for our companies private health plan.
How has Jason Mountjoy helped you?
Jason helped us by going out to the market, obtaining a number of quotations and then provided solid advice on which route to take.
Have you seen the outcome you were hoping for?
Yes certainly, we managed to save thousands on our premium and we feel we now have value for money.
What could they have done better?
In my view Jason did all he could to help us.
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
We were looking for a new healthcare provider and Jason was recommended to us
How has Jason Mountjoy helped you?
Jason sorted the company healthcare for us.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Review of my final salary scheme and the request to opt out.
How has Jason Mountjoy helped you?
Jason explained everything that I needed to know in order to make the right choice. He was friendly and nothing was too much trouble . Explaining all that I needed and more than once if I felt unsure. Really confident in his ability to help me to make my choice. Highly recommend
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not one thing . Exceeded my expectations
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Looking to retire in the near future
How has Jason Mountjoy helped you?
Gave easy to understand advice. Dealt with any questions in a clear manner
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I looked for a financial adviser when I started my company a few years ago as I needed to undergo pension enrolment for my employees and also medical, health and life cover. I
How has Jason Mountjoy helped you?
With little to no knowledge of the pension enrolment and medical coverages, Jason from start to finish explained how I could adapt each to help my business and also my staff. Jason really goes into detail and gives you all options from the "cheaper" end to explaining why you are better to take the full coverage which still remained competitve
Have you seen the outcome you were hoping for?
absolutely, I rely on Jason for everything now and he even had one of his representatives help when sourcing my new mortgage
Review from verified client
November, 2021
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Pension transter
How has Jason Mountjoy helped you?
Very professional and friendly and went through everything I needed to know
Have you seen the outcome you were hoping for?
Definitely ! And I’ve also passed his services on to others who equally happy
What could they have done better?
Everything was fine
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
NEEDED QUALITY TRUSTED FINANCIAL ADVICE
How has Jason Mountjoy helped you?
BY EXPLAINING ALL THE DETAIL WE NEEDED TO KNOW
Have you seen the outcome you were hoping for?
YES
What could they have done better?
IN OUR OPINION ALL AREAS WERE COVERED LEAVING NOTHING ELSE TO BE EXPLAINED
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I was considering switching out of my Lloyds Bank Defined Benefits Pension.
How has Jason Mountjoy helped you?
He outlined the positives and negatives of the proposed action and having made my decision to proceed, he ensured the process was completed.
Have you seen the outcome you were hoping for?
Essentially yes, although the timing of the transfer was not ideal with hindsight due to the impact of the covid 19 pandemic on the investment. However, I can't blame Jason for a pandemic!
What could they have done better?
I really can't think of anything negative.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Pension Consolidation
How has Jason Mountjoy helped you?
Jason and his team are extremely professional and very efficient
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I was extremely happy with the service I received from Jason and his team
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
We needed comprehensive life cover that would protect our future if anything was to happen. We also needed advice around pensions and transferring our benefits.
How has Jason Mountjoy helped you?
He gave us competitive quotes, provided all of the options in a clear and concise manner allowing us to make informed decisions based on this information.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
At this stage, nothing really. Always at the end of the phone to answer any questions regardless of time of day. During lockdown he was able to provide regular online meetings.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Considering transferring out of my final salary pension scheme.
How has Jason Mountjoy helped you?
Jason clearly explained my options, provided the relevant information and talked me through each step of the process.
Have you seen the outcome you were hoping for?
Yes, I now have flexible options in terms of how and when I take income from my pension and protecting my family.
What could they have done better?
I can't think of anything in particular.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
I needed a financial adviser ref to invest my final salary pension
How has Jason Mountjoy helped you?
Jason has advised me where to invest my pension pot
Have you seen the outcome you were hoping for?
So far I am happy with his advice
What could they have done better?
It's hard to say anything negative as he has kept me informed on my investments
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Having 3 different pensions and not being able to understand them
How has Jason Mountjoy helped you?
Jason explained all of the ins and outs of the pensions, whether they were worth keeping separately or to join up or cash in. He also advised us on some savings.
Have you seen the outcome you were hoping for?
We have only been with Jason a year but so far so good and obviously with the extraordinary year we are having Jason has guided us with pigeon steps and explained things fully.
What could they have done better?
Having very little financial investment knowledge, Jason was excellent in explaining investments and pensions step by step and what they all mean. I couldn't have wished for more indepth advice explained really plainly.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
Looking to retire and move
How has Jason Mountjoy helped you?
Sorted out various pension funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Fast friendly service all sorted on time.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
Looking to retire
How has Jason Mountjoy helped you?
Sorted out various pension funds.
Have you seen the outcome you were hoping for?
Excellent customer service fast friendly service.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Jason Mountjoy helped you?
Pension
Have you seen the outcome you were hoping for?
Yes, though it all took longer to arrange than I expected.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Jason was recommended to us through our pension provider
How has Jason Mountjoy helped you?
We have had many questions on our pensions which Jason has always been able to answer and give us the best advise to proceed
Have you seen the outcome you were hoping for?
Yes very happy with your service
What could they have done better?
I don’t believe there is anything you could do better
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for an adviser?
Underperforming pension.
How has Jason Mountjoy helped you?
Objective advice on pension funds and explaining where my concerns were correct or not and why.
Have you seen the outcome you were hoping for?
Obviously due to the current climate this is difficult for me to quantify. However since the pension moved it has grown overall, inline with my expectations.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Both myself and my wife were considering transferring final salary pension scheme into a personal pension. Being in financial services myself I was well aware of Jason and his firm and the quality of the advice and service provided.
How has Jason Mountjoy helped you?
Jason provided all the information needed for me to make an informed decision about my Pension transfer and recommended products i was happy with. He is accessible and happy to chat/meet whenever needed
Have you seen the outcome you were hoping for?
Not really - but only because of the impact of Covid on the Pension investment. However, I am happy that my investments have performed very well in these unprecedented circumstances circumstances and fully appreciate this is a medium / long term investment plan and am comfortable with the investment product and the performance and am optimistic going forward.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I /We needed to be able to ensure our retirement plan was on track and that we have a central point of contact for this. We have a goal for retirement and with Jason's help everything would appear on course in a clear and concise manner.
How has Jason Mountjoy helped you?
Jason simplified the process, collated all past pots and plans, provided excellent advise and helped us plan our goals (which we now can see easily and monitor) Jason is on call as and when the needs arises and provides both face to face annual reviews and online support for us.
Have you seen the outcome you were hoping for?
Yes, the outcome we sought was to have a "Collective Pot" that we could monitor whilst also ensuring we are making use of tax efficient planning year on year, Jason made it so very easy.
What could they have done better?
If Jason could have provided a crystal ball approach to the markets that would be great, but unfortunately not, other than that there were no issues.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Purchase of a house and setting up a draw down pension
How has Jason Mountjoy helped you?
He helped me set up my pensions, transfer funds from existing pensions
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
We have had unprecedented time I don’t think he could have done anything better
First impression from a user who is not yet a client
August, 2020
Overall
Please provide a brief comment about your experience with Jason
Did not reply to my email although suggested this was a first point of contact
First impression from a user who is not yet a client
July, 2019
Overall
Please provide a brief comment about your experience with Jason
He was good. Clear explanations. I didn’t ask re: charges, hence the “no”. The first 2 meetings are gratis...We are meeting in a couple of weeks.
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
We approached Jason for pension advice as we were approaching retirement in next 10 years.
How has Jason Mountjoy helped you?
Jason looked into our pensions - as we have a few. He gave us independent professional advice, after this advice we decided to move 2 pensions. We felt this was the best for us and our situation. Jason is now looking into our whole situation and if we could retire earlier.
Have you seen the outcome you were hoping for?
The two pensions we moved work better for us and will bring us more money in retirement.
What could they have done better?
I do not think Jason could have done any better, as he advised us professionally and looked it=not everything we had asked him to.
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Need to relaese funds
How has Jason Mountjoy helped you?
Analysed our financial situation and holdings, and advised the best way forward.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I was looking to Jason to amalgamate, various pensions and investment i have.
How has Jason Mountjoy helped you?
He provided a very comprehensive report and recommendations which enabled me to understand my investments a lot clearer and i saved on charges etc
Have you seen the outcome you were hoping for?
Yes
First impression from a user who is not yet a client
January, 2019
Overall
Please provide a brief comment about your experience with Jason
clear and helpful.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
being a shareholder of a high growth business, I had a need for protection.
How has Jason Mountjoy helped you?
He outlined all the products available, and after discussing my situation, needs and what was important to me, he was able to recommend the most suitable product.
Have you seen the outcome you were hoping for?
Yes, i feel confident my personal and business finances are now suitably protected. I also feel I can contact Jason should my situation change and he will be able to provide a solution.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
to assist with long term planning both from a personal and business perspective
How has Jason Mountjoy helped you?
Knowledgeable, friendly and reliable. Made complex situations easy to understand. I felt valued and cared for as a client and all the options were explained.
Have you seen the outcome you were hoping for?
yes I am delighted with the service Jason has provided and it has resulted in successful outcomes both personally and professionally.
What could they have done better?
Jason offered an exceptional service so it is difficult to think of anything that can be improved.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Keyman policies personally and updates on pensions and specifically for some of my clients in the midst of auto enrolment
How has Jason Mountjoy helped you?
Arranged new life policy. Met several of my clients and took them successfully through auto enrolment and also speaking to some of them personally on other matters
Have you seen the outcome you were hoping for?
yes
What could they have done better?
A little more communication on specifically client work re progress and post implementation activity
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Being new in business I needed an adviosr that could support with the knowledge i needed from insurance to pensions. However after I used Jason for this I also used him to obtain a mortage.
How has Jason Mountjoy helped you?
Jason gave me inpartial advice without applying any sales pressure which I really liked. Also when no one else could support my mortgage Jason teamed up with our accountant to help us, everything was well communicated & done as promised.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, everything that was agreed was done
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
I needed assistance with long-term planning.
How has Jason Mountjoy helped you?
Jason's expertise and confidence with his management were of great value to me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
To transfer pension into a new scheme
How has Jason Mountjoy helped you?
Provided options and advice on pros/cons.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Overall can not fault Jason’s service
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
To review our investments and pensions and assess performance to date and our options
How has Jason Mountjoy helped you?
Jason compared the performance of our funds to others on the market and advised where he saw that improvements could be achieved. Patient and positive, he gave clear, focussed and knowledgable advice and information to help us decide on our action plan.
Have you seen the outcome you were hoping for?
Yes, our investments have performed well, and we have now subsequently transferred a significant pension over to a new provider following his advice.
What could they have done better?
Nothing - Jason is knowledgable both in wealth, business and life planning.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
To release my various pensions and start a low risk flexible access drawdown.
How has Jason Mountjoy helped you?
We first discussed my financial situation and my future requirements together with my attitude to risk and return. Following his review of my pension pots he outlined various options and talked me through the alternatives explaining the various returns verses risk. Having made my decision based on Jason’s advice he organised the release of my pensions and set up a flexible access drawdown. We have also discussed other arrangements that I should consider to safeguard my wife, myself and my family.
Have you seen the outcome you were hoping for?
The new low risk flexible access drawdown has only just been set up, this has gone according to plan, therefore so far so good. I await to see if the investments produce the hoped for returns.
What could they have done better?
He is friendly and very approachable, I cannot think of anything he could have done better.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Jason had been recommended to me by a client who he had previously helped with pension advice. I now use Jason personally and professionally as someone who I can comfortably recommend on for a variety of independent financial advice.
How has Jason Mountjoy helped you?
Jason has helped me on a number of times with regards to servicing my clients financial needs and also mine personally. Most recently, Jason helped one of my clients release equity in order to fund another arm of his business.
Have you seen the outcome you were hoping for?
Absolutely - Jason is someone who I can work with cohesively to meet my clients needs and requirements
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
Looking for long term investments for myself and my wife.
How has Jason Mountjoy helped you?
Gave good advice and where to invest our funds for long term growth.
Have you seen the outcome you were hoping for?
Yes, our investment have increased in value.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I was looking for a financial advisor as we were expanding our business and needed advise on all aspects of this as well as our personal finance including savings and investments.
How has Jason Mountjoy helped you?
Jason was big help to us giving us solid advice on how to move forward. He gave us options and explained each to us in detail allowing us to make informed decisions that we’re right for us. He has a vast amount of knowledge that I can only assume comes with experience and we found his advise to be pivotal in moving our business and personal finances forward.
Have you seen the outcome you were hoping for?
We have certainly seen the outcome we were hoping for with our finances both business and personal going from strength to strength.
What could they have done better?
I genuinely couldn’t think of anything that Jason could have done better. His input has been completely positive.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I need help with a complicated auto enrolment scheme and having meet Jason, I decided to seek his help with this difficult case, now I recommend all my clients to him.
How has Jason Mountjoy helped you?
Jason has helped numerous clients of mine setting up auto enrolment schemes. I have also had personal experience of using Jason locate several of my own pension schemes and moving them into a more efficient scheme
Have you seen the outcome you were hoping for?
My portfolio has increased and are more than happy to recommend him anyone who askes.
What could they have done better?
I don't think there is anything Jason done any better
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Wanted advice around a pension for my partner.
How has Jason Mountjoy helped you?
Talk us through the whole process and liased with current pension company.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing really, managed our expectations perfectly.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
As a business owner wise advice in regards to wealth mastery is criticle in devloping strategies for personal growth.
How has Jason Mountjoy helped you?
Offering clear advice with a focus on what we wanted to achive tomorrow, our future plans. The great think is the clairty in which the information is presented and the plan mapped out.
Have you seen the outcome you were hoping for?
It's a work in progress and heading in the right direction.
What could they have done better?
At this stage nothing, what will be valuable as the future unfolds is the swiftness of insights and advice in a proactivce way, which I know will be the case.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Cornwall
What were the circumstances that caused you to initially look for an adviser?
We had recently received some money and were looking at our options for the future, with pensions and savings.
How has Jason Mountjoy helped you?
Jason assisted greatly by asking us to think clearly about what we wanted to achieve and also what timescales we had in mind. He then challenged these and allowed us to formulate a life plan at which point he could assist with financial advice to allow us to achieve this.
Have you seen the outcome you were hoping for?
Yes. We both retired early and so far have enjoyed four years "living the dream".
What could they have done better?
We have been very happy with all aspects of his service.
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Had a need for long term planning
How has Jason Mountjoy helped you?
Face to face advice delivered in a professional and friendly manner
Have you seen the outcome you were hoping for?
Yes
Review from verified client
January, 2019
Overall
Value
Advice
Service
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
I wanted freedom of choice from my pension rather than the restraints of a company pension
How has Jason Mountjoy helped you?
He provided me with sound advice and excellent information
Have you seen the outcome you were hoping for?
I absolutely have.
What could they have done better?
Nothing!! His advice was very professional as was Jason
Review from verified client
January, 2019
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Personal review of finances and future plans.
How has Jason Mountjoy helped you?
With clear advice based on future needs.
Have you seen the outcome you were hoping for?
Yes, absolutely.
What could they have done better?
Cannot think of any improvements.
Review from verified client
October, 2015
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
pension transfer.
How has Jason Mountjoy helped you?
i have only known him for the past year i have only had a few meeting with him. we have sorted out my pension arrangements and the endownment policy that is linked to my mortgage.
Have you seen the outcome you were hoping for?
yes.
What could they have done better?
because of the short time i have known him. i do not feel i am the best person to comment about this. at present i have no complaints.
Review from verified client
September, 2015
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Life financial planning.
How has Jason Mountjoy helped you?
Understands your needs, full explanation of risk and benefits. Highly personable. Exceptional knowledge. simple explanation and regular reviews.
Have you seen the outcome you were hoping for?
Ongoing positive outcome.
What could they have done better?
Nothing. Reports are great. He is fully proactive. Would highly recommend.
Review from verified client
September, 2015
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Business requirement.
How has Jason Mountjoy helped you?
Jason immediately impresses with his broad business appreciation and practical application of complex issues. Helping in a balanced and proactive manner he is highly recommended by our company as an honest and hard working advisor.
Have you seen the outcome you were hoping for?
Jason provides updates on our company on a regular basis.
Review from verified client
September, 2015
Overall
Advice
Service
Value
Based in Devon
What were the circumstances that caused you to initially look for an adviser?
Money to invest.
How has Jason Mountjoy helped you?
I find Jason readily available to answer any questions I have. He is very knowledgable on all aspects of finance and I have complete confidence that my money is well looked after by him.
Have you seen the outcome you were hoping for?
I have and I continue on the same path as advised by Jason this year.
What could they have done better?
I seriously don't think there is anything I could ask that he do better. I am extremely pleased with all aspects of my financial relationship with him.
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
We approached Jason when our finances had run into problems. He immediately grasped where we were, what the problems were and pointed us to an easily implemented solution. He then went on to review all of our pension provisions, and made recommendations that have significantly improved our position.
What could they have done better?
The advice and service we have received is hard to fault.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Kent
How has Jason Mountjoy helped you?
Jason from the start was very impressive with his approach to my requirements and explaining each step as we went through the transfer of my various pension pots accumulated over the years in to a SIPP. I had already decided this is what I wanted to do, none the less Jason went through alternatives to ensure I was satisfied that I was making the right decision. Jason listens long before he starts advising.
What could they have done better?
There is nothing I can think of that Jason has done since I have been dealing with him that warrants any input here. Very satisfied with everything Jason has done.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Cornwall
How has Jason Mountjoy helped you?
We always receive really good advice for our current situation. Im pleased to say our advisor always recommends excellent investments and when we have asked for something not necessarily suitable for our needs, he has always advised us accordingly. Because of this we are very confident we are getting the best advice for us, not what is best for our advisor.
What could they have done better?
We are not very good at remembering to follow up on things, so we would find it helpful to have more follow up reminders if something is outstanding.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason immediately impresses with his broad business appreciation and practical application of complex issues. Helping in a balanced and proactive manner he is highly recommended by our company as an honest and hard working advisor.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason is always available and makes time to fit me into his schedule ,his advice is pertinent and if he hasn't had the answer he has linked me up with people who do know
What could they have done better?
Let people know when changes to the company occur .
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason's communication skills and extensive knowledge of financial services are outstanding. Coupled with his honesty and integrity the client knows they are in receipt of "best advice".
What could they have done better?
Not aware of any deficiencies.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason has provided advice to my wife and I for approximately the last 5 years. He has a very good understanding of our perception to risk and has developed an appropriate portfolio. Over the years we had built up a confusing portfolio of investments and pensions that Jason has streamlined into sensible options. This has required persistence with both the funds and with us as clients. He has been very helpful. All options have been explained and set out in a straight forward manner. In terms of service Jason has been excellent - he is readily accessible, is accurate and provides regular updates. He has a first class network and is able to provide a wide range of advice or steer towards appropriate guidance. I will be meeting with Jason shortly to discuss one of his portfolio updates and some new opportunities
What could they have done better?
The value for money rating above is misleading. Jason provides real benefits but I do not know their full costs and consequently have not made a cost comparison. I believe in Jason's integrity, trust that he charges at an equitable rate and value the service he provides.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
i have only known him for the past year i have only had a few meeting with him. we have sorted out my pension arrangements and the endownment policy that is linked to my mortgage.
What could they have done better?
because of the short time i have known him. i do not feel i am the best person to comment about this. at present i have no complaints.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason is very professional and an experienced adviser who spent the time to explain everything clearly also setting out all costs and charges and he helped me make valuable changes to my financial plans and endorsed the importance of regular reviews, which I have booked in as part of my service agreement.
What could they have done better?
I cannot think of anything
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason run's a really personable (dog) friendly office and we are always made feel welcome. Attentive. Good communication. Works hard to keep the paperwork simple. I look forward to visiting him soon for mortgage and tax planning advice.
What could they have done better?
Well the photo on this page doesn't do him justice. Up date it!
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
I find Jason readily available to answer any questions I have. He is very knowledgable on all aspects of finance and I have complete confidence that my money is well looked after by him.
What could they have done better?
I seriously don't think there is anything I could ask that he do better. I am extremely pleased with all aspects of my financial relationship with him.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Cornwall
How has Jason Mountjoy helped you?
He spent time to understand our requirements and then having researched thoroughly helped with good quality advice
What could they have done better?
Perhaps offer some help in sole trader advice
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
He makes contact regularly, explains all options and makes me consider whether I am making apt decisions
What could they have done better?
Be slightly more specific about what I could expect in some scenarios as `I have no experience of investing.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason is extremely personable and informative as well as being very organised and competent. I have had many questions and queries which he has always answered quickly and in such a way to make me immediately confident of my investment being secure. He is happy to be called at any time and will suggest visiting to put my mind at rest if necessary, although I do have complete confidence in his advice, I sometimes need that extra advice which Jason is providing, especially in these times of financial depression. I would say that I continue to receive excellent financial advice, my family and friends are also very impressed.l
What could they have done better?
Probably give more regular updates but that is only because I am particularly nervous.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason explained all our options fully in plan English. Always impartially in order that we could make our own best informed decisions. We have used Jason for a good few years now and both myself and husband feel comfortable with the advise we are given. He always replys promptly to any communication by letter , email or phone. He has even responded to a text message sent on a Sunday!
What could they have done better?
I can honestly say I can not think of any negatives or things I feel Jason could do better!
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason manages to clearly explain the detail of any financial proposals I am looking into and makes it easy for me to determine what course of action would be best for me and my money. He pays great attention to making sure that his proposals are suited to me as person taking into account such things as ethical stance and risk calculation.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason always takes the time to explain things fully and is always on hand for any problems or questions that I have.
What could they have done better?
Maybe more periodic reviews.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Very approachable, explains things until I understand them, happy to go over same ground again Comes up with a range of suggestions but leaves us to make our own decisions Took a lot of time to understand our situation, our attitudes to investment and risk and our goals Treated us at all times with respect
What could they have done better?
Could plan in annual reviews
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Finding Jason was like finding a dentist who didn't frighten me! I was in the habit of putting off doing anything because I am so risk averse and financially green so my money sat in "safe" bank accounts doing very little. Jason has patiently listened to all my concerns, understood my situation and made what once seemed impenetrable clear and straightforward. Our meetings are always unhurried, very relaxed and friendly and leave me feeling confident that we have made the right decisions for me.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason is available and responsive. He is generous with his time, and never makes you feel that he is hustling you. He seems to understand what I need - and helps me to understand options and possibilities. He is interested in the whole of the situation - so taking account of matters that are not the focus of the conversation but might have an impact on the financial decisions I need to make.
What could they have done better?
I am entirely satisfied with the way Jason works. I need to pay more attention to stuff, but that is up to me. Whenever I need prodding, Jason prods - gently.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Staffordshire
How has Jason Mountjoy helped you?
Jason visited my home to advise me on my best route for the pension I have and what my requirements were. He appeared very professional and knowledgeable. I would be happy to recommend him and his company .
What could they have done better?
With what contact I have had with Jason to date, there are no issues I have or improvements I could suggest.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason gave me a detailed description of how my investments could help me ,now and in the future.
What could they have done better?
I apologise ,but I do not have any suggestions.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
I have been really happy with Jason over the years and always found his knowledge useful.
What could they have done better?
Nothing to be honest as he is always professional in his manner.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Understands your needs, full explanation of risk and benefits. Highly personable. Exceptional knowledge.
What could they have done better?
Nothing. Reports are great. He is fully proactive.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason is always on the ball and ahead of the game. He explains all elements of his work and advice in great detail but in a way that is very easy to understand. He is a very well know and respected IFA locally and I have recommended him to various people and will continue to do so in the future.
What could they have done better?
Nothing at present, very happy with the Service provided.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Somerset
How has Jason Mountjoy helped you?
Jason has a reassuring personality and friendly disposition. The first thing he did was to assess what risk factor I was prepared to accept concerning my investments. He then fully explained all my options and presented me with several choices and encouraged me to make the final decision. He was the third financial advisor I consulted and was such a contrast to the first two, who made me feel both patronized and lied to. Jason then put me in touch with an excellent Will Advisor and also introduced me to colleagues who deal with home and car insurance and also health insurance.
What could they have done better?
The only very minor, nit-picking observation of mine is to tell Jason to read over his e-mails before he sends them as he sometimes makes silly little mistakes which, to those who know him, shows his brain working faster than his fingers! Unfortunately those who don't know him may interpret this as a lack of professionalism.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Cornwall
How has Jason Mountjoy helped you?
Explains all the relevant paperwork to me in more detail so I know exactly what I am getting!
What could they have done better?
Jason has been a rock with my new mortgage and helped me combine 3 pensions - so nothing more at this stage - I will certainly be using him again soon as I look for investment opportuniites
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason has only been dealing with my pension for about the last 12 months, but in that time I have found him to be very knowledgeable in this field.
What could they have done better?
I am not sure, maybe a little more contact.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason has given me very clear and practical advice concerning my particular circumstances with my pension and all the options, though I am still as yet to decide which action to take as I have time.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason is a very approachable person who has great knowledge of the financial world. We were happy to recommend him to help a friend with mortgage advise too, which I know he has been helpful.
What could they have done better?
I don't know of anything more Jason can do.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason fully understands my goals, and my attitude to risk and fees. With all this in mind I believe he does his very best in finding the right products for me. He is well attuned to the products on the market and what I should be in or not as the case may be. He is very quick at coming back to me on any queries that I may have and soon puts my mind at ease. I feel very confident in the young man and believe he works for me.
What could they have done better?
If I do have any criticism, and its only a small one, I would like more reviews to see if I am still on the right track.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason was very good at explaining what we were looking for in a way that we understood. He always got back to me and I never felt that he was doing for the money.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
He seems to know his subject.
Review from verified client
May, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
Jason is always on hand should we have any questions regarding our finances, promptly replies to emails sent or arranges a meeting in quick time. He allows us the opportunity for regular face to face meetings even if we do not have any pressing issues. Sets up any new instructions from us very swiftly, informing us at all times of how the policies etc. are progressing.
What could they have done better?
At this moment in time cannot think of anything Jason could do better for us.
Review from verified client
March, 2014
Overall
Advice
Service
Value
Based in Devon
How has Jason Mountjoy helped you?
i found the meeting of huge benefit and the way it was conducted was great. I would recommend his services to anyone