Reviewed for

Insurance and Protection ( 7 )

Pensions ( 32 )

Retirement income (annuities, drawdown) ( 7 )

Auto Enrolment ( 1 )

Investments and Savings ( 48 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 2 )

Pension Transfers - Specialist ( 6 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 15 )

£100k - £200k ( 8 )

( 2 )

£50k - 100k ( 12 )

Up to £50k ( 14 )

Client reviews

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Jonathan

Jonathan provided clear and helpful information to my enquiry.

Jonathan's reply

Thank you Ann I will speak to you soon I am sure.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

To my my pension

How has Jonathan Darwen helped you?

Gave me good advice and confidence in using the company

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I needed a pension review

How has Jonathan Darwen helped you?

He advised and re - organized my pensions

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

To invest my pension lump sum wisely

How has Jonathan Darwen helped you?

He advised me about what I should invest to into a scheme

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

We neede advice before depositing a large sum of money.he reassured us

How has Jonathan Darwen helped you?

He reassured us that the investments made to his company were both safe and profitable. During this very tough year when the market fell our savings went down with a bump. We were pleased the our investment has been restored to the figures we were looking at before the COVID epidemic.

Have you seen the outcome you were hoping for?

Yes . We have felt secure in our investments with True Potential.

What could they have done better?

I’ m not sure that as a novice investor how this could have been achieved .

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Had ISA money to invest & advice on pension.

How has Jonathan Darwen helped you?

Took out ISA with Jonathans advice. Pension remaining with Prudential at the moment.

Have you seen the outcome you were hoping for?

ISA could be performing better

What could they have done better?

Pension harder to understand because it is an old product.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate two pensions and draw some money

How has Jonathan Darwen helped you?

He came to see me and explained clearly all my options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

frozen pensions

How has Jonathan Darwen helped you?

he put all my frozen pensions into one pot yes I have

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Transfer of defined benefit schemes.

How has Jonathan Darwen helped you?

Jonathon provided sound and timely advice guiding us through all the aspects of benefits transfer and tax expectations thereafter. He links very well with a remote back office and all advice was delivered in a very professional and timely fashion.

Have you seen the outcome you were hoping for?

Most certainly

What could they have done better?

Nothing

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Jonathan Darwen helped you?

Jonathan worked out a retirement plan for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Up to now i have no complaints

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Income protection, and also looking to invest money left to my children in my father's will.

How has Jonathan Darwen helped you?

He set up an income protection scheme, and clearly outlined the options and benefits available. In regards to the investments he clearly outlined the risk categories and tailored the schemes to take into account this, whilst maximising the return on the kids investment.

Have you seen the outcome you were hoping for?

Despite a difficult few years for investments the cash has seen a steady growth, which I am hoping will accelerate now that the uncertainty of Brexit and other factors are resolved.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Santander closed it financial advice, Jonathan was recommend to us. This was a good day for us.

How has Jonathan Darwen helped you?

With all the good advice and help he gave us, we have increased our money.

Have you seen the outcome you were hoping for?

Yes thank you

What could they have done better?

Jonathan did everything we asked of him and more. he is always there when we need him. We could not ask for any one better.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Reaching retirement trying to make the best for future

How has Jonathan Darwen helped you?

Move things forward with investment and pension.

Have you seen the outcome you were hoping for?

Not quite yet due to the problem with current climate.

What could they have done better?

Pandemic not possible understandable during this time.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Work pension

How has Jonathan Darwen helped you?

Sound advice on pension transfer

Have you seen the outcome you were hoping for?

No as not retired yet

What could they have done better?

Satisfied so far

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Not earning enough interest in banking services.

How has Jonathan Darwen helped you?

He advised us into which accounts we should invest

Have you seen the outcome you were hoping for?

Yes especially in the last couple of years when so many have lost so much

What could they have done better?

I’m not sure of other’s successes

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I had several pensions and wanted to consolidate them.

How has Jonathan Darwen helped you?

He presented the different options clearly to me and when a course of action had been agreed he looked after all the paperwork, liaising with the various providers.

Have you seen the outcome you were hoping for?

Yes, so far the option taken has delivered as I expected.

What could they have done better?

Nothing

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I was taking early retirement

How has Jonathan Darwen helped you?

He advised me about my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really very helpful

Review from verified client

February, 2021

Overall

Advice

Value

Service

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Took Voluntary Redundancy from work and needed advice on investing pension lump sum and redundancy money.

How has Jonathan Darwen helped you?

By providing advice on investing the money that I had at my disposal.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I guess my returns might have been higher but for Covid 19 affecting the markets, but that is not Jonathan's fault.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Needed sound financial advice

How has Jonathan Darwen helped you?

He provided me with all my options and also pointed out the drawbacks of certain investments.

Have you seen the outcome you were hoping for?

Yes fairly good growth rate considering the current financial world problems during a pandemic

What could they have done better?

Nothing

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Needed the security of sound safe advice

How has Jonathan Darwen helped you?

Gave me sound and professional advice. Very helpful and pleasant to deal with

Have you seen the outcome you were hoping for?

Given the volatility of the market’s with this year’s unprecedented problems due to Covid my investment has been relatively stable

What could they have done better?

Nothing

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

We were looking to roll up all our pensions

How has Jonathan Darwen helped you?

Yes we have now invested with True Life Potential

Have you seen the outcome you were hoping for?

Early days and in a very difficult market but are getting reasonable returns

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Savings Investment

How has Jonathan Darwen helped you?

Helped me to invest my savings, very freindly and helpful advice

Have you seen the outcome you were hoping for?

Concidering the state of the markets my saving have still seen some growth.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

To collect all my pensions together

How has Jonathan Darwen helped you?

Collected all my pensions for me and invested them

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing -Jonathan is excallant and keeps me up to date

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Wanted the right cover for my family

How has Jonathan Darwen helped you?

Explained my options and helped me to find the right cover in a friendly and professional manner.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Made the whole process easy

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement and needed help and guidance

How has Jonathan Darwen helped you?

Jonathan came to my place of work and together we planned the best options for me.

Have you seen the outcome you were hoping for?

The outcome has exceeded my expectations

What could they have done better?

Nothing comes to mind.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I needed help to invest money left to me.

How has Jonathan Darwen helped you?

Jonathan is straight forward, friendly and helpful. I always feel positive after seeing him .

Have you seen the outcome you were hoping for?

Over the last 5 years the markets have been very up and down, particularly the last 12 months, but Jonathan has always explained things and under the circumstances we have had a positive outcome

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Very poor interest rates at the banks, building societies and Issas.

How has Jonathan Darwen helped you?

Jonathan asked me many questions about risks and cautious investments to help me decide which I would prefer to put my money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing in my opinion.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I wasn't happy about the increase in fees suggested by my previous advisor

How has Jonathan Darwen helped you?

He transferred our funds to a similar package with lower fees

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Jonathan Darwen helped you?

Jonathan helped me with personal advice about retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

To me, Jonathan has done everything possible at these times

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I am approaching retiement & have several pensions to call upon when I choose to take them. I needed independant advice.

How has Jonathan Darwen helped you?

Jonathan met with me for about 45 minutes to look at all my details. He then analysed and gave me advice. At all times there was never any pressure to go ahead and follow hid advice

Have you seen the outcome you were hoping for?

Yes it has exceeded my expectations even in the middle of the Covid crisis.

What could they have done better?

Nothing comes to mind, everthing I thought Jonathan would has been done and he has gone way above what I thoughr I would get.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

We had money that needed investmented so we did

How has Jonathan Darwen helped you?

Help our money to make money for us or so helped me sit my late husbands a state out

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

We needed to know what pensions we had and to be put together

How has Jonathan Darwen helped you?

He sorted all our pensions out and a couple that were coming to the end and we thought just stopped he got money from them

Have you seen the outcome you were hoping for?

Yes excellent outcome

What could they have done better?

There is nothing Jonathan could have done to make anything better. He did an excellent job

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I currently have a pension with work but I am looking at investing in an alternative

How has Jonathan Darwen helped you?

Advice on which pension to choose

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Lots of funds that needing sorting out

How has Jonathan Darwen helped you?

He took away the stress and sorted everything out

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing he was very helpful

Jonathan's reply

Thanks very much

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate all my plans from old employers and needed advice

How has Jonathan Darwen helped you?

I put all my plans with Tp based on his advice

Have you seen the outcome you were hoping for?

Very much so. I’m very impressed with the adviser and the company he represents.

What could they have done better?

Nothing so far

Jonathan's reply

Thanks

First impression from a user who is not yet a client

September, 2019

Overall

Please provide a brief comment about your experience with Jonathan

Still to meet f2f

First impression from a user who is not yet a client

February, 2019

Overall

Please provide a brief comment about your experience with Jonathan

Had initial meeting with Jonathan and we are meeting further with him to discuss our options.

Jonathan's reply

Thanks Alison great to meet you and Bryan last night, looking forward to seeing you again

First impression from a user who is not yet a client

December, 2018

Overall

Please provide a brief comment about your experience with Jonathan

.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Decided to review my pension options

How has Jonathan Darwen helped you?

Helped me to re-organise my pension in a more beneficial way

Have you seen the outcome you were hoping for?

yes

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Required by my previous company to seek financial advice prior to transfer

How has Jonathan Darwen helped you?

Achieved what we wanted to do with my pension

Have you seen the outcome you were hoping for?

Not quite yet

What could they have done better?

Possibly gone through the complexities of the website in more detail

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I needed to open a pension

How has Jonathan Darwen helped you?

Jonathan was friendly and easy to deal with right from the start. Communications were spot on, and he's done exactly as I wanted

Have you seen the outcome you were hoping for?

Yes, so far so good

What could they have done better?

Nothing as yet, everything spot on so far

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I had various pensions and needed advice on what to do

How has Jonathan Darwen helped you?

Helped locate all my pensions and advised on how to invest them

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing - he was perfect, kind, sensitive, informative and friendly

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I have recently taken phased retirement and wanted advice on investing the lump sum from my pension.

How has Jonathan Darwen helped you?

He listened to my circumstances, investigated my attitude to risk and explained in detail the types of portfolio that his company could offer. He then gave me time to absorb all of the information before returning hear what I had decided.

Have you seen the outcome you were hoping for?

It is too early to determine this.

What could they have done better?

I was perfectly happy with the service he provided.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Money sitting making hardly any interest.

How has Jonathan Darwen helped you?

Jonathon gave us good advice on investment and explained everything in fine detail.

Have you seen the outcome you were hoping for?

not as yet.

What could they have done better?

We are satisfied with the service that Jonathon provided

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Review current Imvestments.

How has Jonathan Darwen helped you?

Jonathan reviewed the current investments and recommended certain changes. He was knowledgable and helpful.

Have you seen the outcome you were hoping for?

Yes - Jonathan exceeded expectations and delivered the advice in a prompt and timely manner.

What could they have done better?

Nothing.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Lack of advice at my current bank and poor returns on previous investments.

How has Jonathan Darwen helped you?

Suggested type of investment rating compatible with our requirements.

Have you seen the outcome you were hoping for?

Yes as stocks were improving in value but unfortunately have had a set back since Jan 18.

What could they have done better?

I do not believe so.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Better service, better value for money than the bank.

How has Jonathan Darwen helped you?

By offering me products that best suited my needs.

Have you seen the outcome you were hoping for?

Not yet, long term investments.

What could they have done better?

Nothing as yet

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I wanted to organise my pensions and investments to maximize their potential.

How has Jonathan Darwen helped you?

Jonathan has been completely professional friendly and helpful, putting us at ease from the offset.

Have you seen the outcome you were hoping for?

We have been very happy with our investments.

What could they have done better?

Honestly, we are very happy with the service from Jonathan directly, and generally via the TP website.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Pension planning.

How has Jonathan Darwen helped you?

Been very helpful above and beyond friendly and down to earth lovely man.

Have you seen the outcome you were hoping for?

Awaiting transfer.

What could they have done better?

Nothing has exceeded my expectations

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

We had a sum of money to invest.

How has Jonathan Darwen helped you?

He guided us in the choice of investment.

Have you seen the outcome you were hoping for?

It is early days at the moment.

What could they have done better?

At this stage we are happy with the advice received

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Moved location and took my world pension.

How has Jonathan Darwen helped you?

Advised me on ways to invest my money.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Jonathan has been professional throughout helpful and friendly. Always willing to discuss options with me. His knowledge of the business was very good. No improvements required.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

As I had just turned 55 I wanted to take advantage of the pension freedoms and take 25% tax free from my pension. As my pension was a final salary pension I was unable to do this and my only option was to transfer to a private pension. If your pension pot is over £30,000 it is a requirement to take financial advice and this is why I used Jonathan.

How has Jonathan Darwen helped you?

Jonathan was amazing from the start to finish. Transferring a final salary pension is an extremely complex process. Jonathan explained everything to me in a way that I understood, updated me weekly as to the progress and achieved the result I wanted.

Have you seen the outcome you were hoping for?

Jonathan achieved the result I set out to get despite my final salary pension administrators making it very difficult for him. If anyone is looking to transfer a final salary pension please give Jonathan a call, you will not be disappointed.

What could they have done better?

As the saying goes "there is always room for improvement". Jonathan is the exception to this rule. His service was second to none.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I own a business that is growing as fast as my family and it was time to review my finances and look after my present and future.

How has Jonathan Darwen helped you?

Jonathan provided a full financial review and his expertise, professionalism and manner was superb. He didn’t hard sell but more listened to my circumstances, got to know me and advised accordingly. A real pleasure.

Have you seen the outcome you were hoping for?

Yes. I am fully covered in case of serious illness or death. My pension and savings are up and running and doing well. I fully understand everything I have and am excited for my financial future.

What could they have done better?

Nothing at all. Perfect experience.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I needed expert advice about a couple of pensions.

How has Jonathan Darwen helped you?

He provided an excellent service and helped resolve my problems with my pensions.

Have you seen the outcome you were hoping for?

Yes all were sorted after a month.

What could they have done better?

Nothing explained everything in a helpful and constructive manner. Will certainly recommend Jonathan to any of my friends and family for his professional service.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Works pension was about to commence.

How has Jonathan Darwen helped you?

Helped me get a cash sum for my works pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really everything was finalised to my satisfaction

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Jonathan

very nice bloke explains everything so you can understand

First impression from a user who is not yet a client

April, 2015

Overall

Please provide a brief comment about your experience with Jonathan

He fully understood our particular circumstances and could advise us on the various options available. This was an initial meeting and we will discuss the various aspects and meet again in one month to formalise our financial plans.

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in London

How has Jonathan Darwen helped you?

From the get-go Jonathan was engaged, sincere and highly motivated to meet my needs as a customer. He has excellent interpersonal skills and a high level of professionalism. He discusses what is best for you and clearly outlines what is going on, unlike other financial advisors I had spoken to. I have been using him for the last 3 months or so and my investment portfolio is looking extremely good to date. I highly recommend Jonathan to anyone looking for a helpful, reliable and friendly financial advisor.

What could they have done better?

N / A

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Johnathan provides regular updates and gives clear advice and ensures we understand any changes required to our portfolio

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Jonathan

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Jonathan

Very professional, good clarity around possible investments opportunities.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Jonathan

He was very welcoming and made us feel relaxed. The information he gave was in straight foreword language which we could understand not in jargon. We are more understanding now about what we needed to know.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Jonathan

Very polite

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Jonathan

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Jonathan

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Jonathan

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Jonathan

Top lad. Very professional and explains concepts well. Look forward to working with him in the future!

First impression from a user who is not yet a client

September, 2014

Overall

Please provide a brief comment about your experience with Jonathan

We recently contacted Jonathan for some investment advice. Despite being on holiday Jonathan contacted us to arrange a meeting on his return from holiday. We found Jonathan to be very professional and knowledgeable but also friendly and approachable. Jona

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

JonathanÂ’s work ethic can be summed up as follows, a true professional who explains everything in a clear, concise professional manner. I have known him for several years and found that the advice he has given, to be valuable in every sense and as presented in a professional manner without any pressure has made me feel at ease in the financial market place. He is very approachable and willing to help his clients by going that extra mile, and with that in mind I have no hesitation in recommending Jonathan.

What could they have done better?

Nothing at present, the five star service which he gives already cannot be bettered any further.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Our finance adviser is always available and responds promptly to queries we have had and messages left. He has taken the time to explain things in our language quite plainly and not using financial 'buzz' words that confuse a lot of us out of the finance world. He has been open regarding the costs to us both as a one off and annual fee. He has confirmed everything in writing including details of the fees. So we have our own records to call on and if necessary refer to as and when needed. We have found that he has a professional outlook managing at the same time to be friendly and respectful. He has also helped us giving advice in areas such as making a will by pointing us in the right direction. A thoroughly respectful, helpful polite person who is knowledgeable in his field.

What could they have done better?

At the present time we can think of no area to improve on.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan is very personable and always willing to give his time to explain anything we are not sure about. Being able to talk to him with confidence and discuss our investments openly and without feeling any pressure is a particular strength which we really appreciate. The reviews are very valuable and meet our needs with regard to what is happening to our investments and future action - they give us a feeling of control and make us review our changing needs. We know that Jonathan is keeping on top of what is happening in the financial and investment world and is very determined to offer the best service.

What could they have done better?

At the moment we cannot identify any areas in need of development.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan is very understanding and helpful in guiding us to invest our savings to the best options that are open to us

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

I have only known Johnathan for a short while, and on our first meeting he was able to put me at my ease. He is able to explain in simple terms what he is doing, and what we can expect.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

He is very friendly and approachable. Advise so fat has been excellent

First impression from a user who is not yet a client

June, 2014

Overall

Please provide a brief comment about your experience with Jonathan

Very professional and to the point.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan is always on time and very smart in his dress code, he is always willing to spend time and explain things to you, I have known Jonathan a number of years now and always found him trustworthy and very helpful, I would not hesitate recommending him as an advisor

What could they have done better?

N/A

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Cumbria

How has Jonathan Darwen helped you?

Jonathan Darwen is an excellent professional whom I have known for many years, and is extremely efficient in his role as financial adviser. He undertakes a thorough appraisal of the client's needs and financial circumstances. He is well mannered and listens to all queries and concerns with patience, and will spend time explaining any concerns the client may have. He possesses a good ability to articulate clearly, and is honest, trustworthy and in my opinion is a first rate choice for anyone needing a financial adviser.

What could they have done better?

Cannot fault Jonathan in any way............keep up the good work young man!!!!

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Very knowledgeable, helpful, punctual and second to none service. Transaction was seamless. I'd highly recommend this advisor.

What could they have done better?

Nothing to hand, other than to carry on with the same quality of service.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

I have found Jonathan to be very helpful in advising me how to progress my investments into retirement with True Potential. Prior to setting up with True Potential I received advice from him on several occasions over the years when he worked for a major bank. I certainly found that advice to be valuable in every sense, sound and presented in a professional, timely way without any pressure which made me feel uncomfortable. I find Jonathan to be very personable and a good and honest communicator.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Gives advise that is appropriate and understandable for people like me.

What could they have done better?

Nothing as far as I am concerned at this moment in time. However this could change in the near future.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan has excellent interpersonal skills. I value his help and advice greatly as he has delivered on all aspects of my enquiries so far. It is early days at the moment but I have placed my trust in his knowledge and experience to make the correct investments for me.

What could they have done better?

I have not found any negative criticism to date.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

We found Jonathan to be very approachable, he understood our needs and didn't try to influence us to take risks. He listened to what we were hoping to achieve and guided us accordingly. No matter how much or how little you would like to invest we have no hesitation in recommending Jonathan.

What could they have done better?

Nothing really, everything has gone very smoothly.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan Darwen is extremely efficient in his role as a financial advisor, we have known Jonathan for quite some time and have every confidence in him and the knowledge he has. He has the ability to completely put you at ease when discussing your financial needs, he has a common sense approach to the subject and we can highly recommend his services.

What could they have done better?

In our opinion nothing. The service he provides cannot be bettered.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan is friendly, approachable and professional. He undertakes a thorough initial appraisal of the client's circumstances and explains honestly the options available. He listens carefully and discusses, with clarity any issues the client raises. He is always available by email, replying promptly and he keeps his clients updated with financial news items. He conducts regular reviews of clients' financial circumstances.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

he understood my situation very well and what i was aiming for later on in life his recommendations i agreed with, and the charges were not as high as most other advisers

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan always goes out of his way to explain everything as simply as possible, therefore giving me the best information he can.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan has good listening skills and works with us to understand our requirements. He never makes you feel rushed into making a decision and has a very pleasant persona.

What could they have done better?

At this stage we cannot fault the way he has worked with us to plan how we can best invest our savings.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan is very good at informing you every step how your investments are doing, a good listener and more importantly a human being good person.

What could they have done better?

Had no [rob;ems with Jonathan in all the years we have known him from Santander also

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

We have known Jonathan for nearly 10 years, and in that time I can truly say that he has always given 100 per cent of his time and knowledge regarding our financial affairs. Jonathan understands our needs regarding risk management and does not try to push you into something that you, yourself are not fully happy with. He always has time to speak to you with any query you may have whether this may be trivial, but which is major to you, putting your mind at rest. Jonathan will always advise the best way forward for each individual . Jonathan is extremely professional in his attitude to all of his clients, puts you at your ease in an environment in which can be quite a jungle of facts and figures if you are not up to par with the ways of financial dealings, his understanding of explaining his advice in a down to earth manner is second to none. Jonathan will always get back to you with your query, even at the weekend! We would have no hesitation in recommending Jonathan to any of our friends who might require Financial Advice

What could they have done better?

To date there is nothing that Jonathan could do better for us at the moment, we are extremely satisfied with all of his Financial Advice

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan Darwen was my Financial Adviser for ten years whilst employed by Santander & because of his excellent advice & assistance during that period I engaged him to handle my future finances with True Potential llp. Jonathan possesses a first-rate ability to find exceptional investments & explain their prospective in comprehensible terms. He has a friendly forthcoming personality which makes the difficult task of organizing your financial investments extremely simple. Making contact with Jonathan is straightforward so you can check your investments with him at any time.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Listens actively, analyses options, and articulates clearly the choices available. Jonathan, also admits when he doesn't know something, and takes an action to research and report back. He is very honest, trustworthy, and exhibits high moral values.

What could they have done better?

At the present time, I am not aware of any development needs., as I can't fault his approach.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

I met Jonathan through Santander, the advise he gave to me indicated that he was knowledgeable , open and honest. I had no qualms about joining Jonathan in his new position and my investments are doing OK at the present time.

What could they have done better?

I do believe Jonathan is doing the best he can, he does keep me informed.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Explained in detail about the investments, companies dealt with used the computer to demonstrate how the were performing the options available costs involved answered any question/concerns. Gave material to read can be contacted if necessary and also get the visits and the time to understand . Risk assessments undertaken so you can discuss what sort of investments you want to undertake and how they can be monitored and also how he will follow and discuss the performance and options that can be taken.

What could they have done better?

As this was initial visits all my questions were addressed I do not think at this time he could have done anything any different which would have been better.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

I have been a client of JonathonÂ’s for over 4 years now, at all times Jonathon has been fully aware of my financial situation and tailored my investments according to this, clearly explaining the different options available to me and making recommendation accordingly. The investments I have done with Jonathon have all done well, some better than others-however that is to be expected!, Going forward I intent to use Jonathon for years to come and I would have no hesitation in recommending him for his advisory services.

What could they have done better?

Keep up the excellent work!!!. The only improvement for me would be a monthly email bulletin maybe or monthly statement to show how the investment has performed, however I can log in at any time to check this myself-so probably not all that necessary.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Lancashire

How has Jonathan Darwen helped you?

Jonathan did an excellent job of explaining the different investment options in a friendly and easy to understand way. He explained the benefits and risks to the specific investments I was interested in and then walked me through the process of investing. He also helped me out several times when I needed assistance with the website and logging on. thank you for a great service.

What could they have done better?

n/a