Reviewed for
Insurance and Protection ( 1 )
Pensions ( 3 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 4 )
Reviewers' assets
Up to £50k ( 1 )
£50k - 100k ( 3 )
Client reviews
Review from verified client
November, 2015
Overall
Advice
Service
Value
Based in Carmarthenshire
What were the circumstances that caused you to initially look for an adviser?
Retirement of previous advisor, and a recommendation to use Jonathan Eatly.
How has Jonathan Eatly helped you?
Consolidation of several pension plans, merging a few investments some of which had not done well in past, only realised this after Jonathan had reviewed their progress.
Have you seen the outcome you were hoping for?
As far as consolidation of plans and investments I believe that to be a positive step forward, to soon to assess outcome.
What could they have done better?
To soon to form an opinion
First impression from a user who is not yet a client
February, 2015
Overall
Please provide a brief comment about your experience with Jonathan
Great guy who explained the ethos behind financial planning and took time to understand my aims and goals.fees and charges were explained with meticulous detail as well as helping me understand terminology.
First impression from a user who is not yet a client
December, 2014
Overall
Please provide a brief comment about your experience with Jonathan
First impression from a user who is not yet a client
August, 2014
Overall
Please provide a brief comment about your experience with Jonathan
only got as far as initial email. I gave 3 stars as he was the only one that replied fast. But he is not somebody I would like to work with, too much computer stuff before starting. I need a person not software. Charges never mentioned and I did not a
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in Swansea
How has Jonathan Eatly helped you?
I feel the adviser offers options for saving that we have in a clear manner
What could they have done better?
Perhaps he or we should have written more info down on paper to look back on
Review from verified client
April, 2014
Overall
Advice
Service
Value
Based in Bridgend
How has Jonathan Eatly helped you?
Explains everything in easy terms, and has a very friendly but professional manner. Has always been on time for meetings - impressive.
What could they have done better?
Can't really comment as only newly consulted
Review from verified client
September, 2013
Overall
Advice
Service
Value
Based in South Yorkshire
How has Jonathan Eatly helped you?
If, like me, you find numbers to be like a foreign language and lengthy long worded documents ridiculously confusing then I'd highly recommend Jonathan to become your 'go to' guy, as he is certainly mine. Professional and personal service and very prompt.