Reviewed for
Insurance and Protection ( 1 )
Pensions ( 3 )
Equity Release ( 1 )
Investments and Savings ( 3 )
Reviewers' assets
£200k - £500k ( 1 )
Up to £50k ( 2 )
Client reviews
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in West Sussex
How has Adam Jones helped you?
“Thank you for your help arranging our pensions, retirement for us is many years away but we now feel much more in control of what retirement may look like. Nothing seemed too much to ask and we know we have someone dependable to rely on to help us in the future. Look forward to seeing you at our next review”
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in West Sussex
How has Adam Jones helped you?
“Great job done in sorting my pensions out, I was becoming lost as to what I had and where it was invested. I now have a streamlined and understandable plan in place! Very happy to recommend your services to others.”
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in East Sussex
How has Adam Jones helped you?
Prompt, polite and with a professional and knowledgeable approach. The follow up was in line with what had been agreed.
What could they have done better?
I was a bit lazy in retuning paperwork and felt that he should chase me up a bit more