Jonathan's reviews
Reviewed for
Insurance and Protection ( 54 )
Mortgages ( 7 )
Pensions ( 214 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 138 )
Auto Enrolment ( 2 )
Investments and Savings ( 208 )
Pension Transfers - Non Specialist ( 51 )
Inheritance Planning ( 90 )
Long Term Care ( 28 )
Pension Transfers - Specialist ( 33 )
Financial Planning ( 183 )
Financial Mentoring ( 37 )
Financial Coaching ( 25 )
Reviewers' assets
£500k+ ( 83 )
£200k - £500k ( 39 )
£100k - £200k ( 12 )
( 2 )
Up to £50k ( 8 )
£50k - 100k ( 10 )
Review
by a verified client in Shropshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I want good advice to ensure I meet my financial goals by the time that I need to.
How has Jonathan Attenborough helped you?
Absolutely.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing. The service that I receive is excellent.
Review
by a verified client in Hertfordshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment opportunities.
How has Jonathan Attenborough helped you?
Financial help and advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for my long term financial future.
How has Jonathan Attenborough helped you?
Jonathan has been amazing. He has helped understand our financial situation, a clear investment and budgeting plan and a roadmap for future financial aspirations.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce
How has Jonathan Attenborough helped you?
He has advised thoroughly and consistently, reassured when necessary, and recommended other professionals for legal and accountancy purposes.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for more financial advice as finances become more complex with job change and personal circumstance change
How has Jonathan Attenborough helped you?
Inheritance, pension, income protection and investments. Generally improved my financial literacy.
Have you seen the outcome you were hoping for?
Yes - investments performing well and happy with all advice
What could they have done better?
nothing really, always incredibly responsive and give considerable time to our needs