Jonathan's reviews
Reviewed for
Insurance and Protection ( 59 )
Mortgages ( 7 )
Pensions ( 234 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 152 )
Auto Enrolment ( 2 )
Investments and Savings ( 227 )
Pension Transfers - Non Specialist ( 53 )
Inheritance Planning ( 102 )
Long Term Care ( 30 )
Pension Transfers - Specialist ( 34 )
Financial Planning ( 202 )
Financial Mentoring ( 42 )
Financial Coaching ( 27 )
Reviewers' assets
£500k+ ( 90 )
£200k - £500k ( 39 )
£100k - £200k ( 14 )
( 2 )
£50k - 100k ( 10 )
Up to £50k ( 10 )
Review
by a verified client in Surrey
2 days ago
Overall
Advice
Service
Value
How has Jonathan Attenborough helped you since your last review?
I was managing my Sipp and saving via a stockbroker and have now moved to a management fund in Jonathan’s advice. I feel that this is working well for me with lower costs and it is not something that I would have contemplated on my own.
Review
by a verified client in Cornwall
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many moons ago I was in need of a company to guide me on pension investment
How has Jonathan Attenborough helped you?
Jonathan has seen me through to the end of my pension investment with solid advice
Have you seen the outcome you were hoping for?
Certainly have , at the tender age of 56 I have now retired
What could they have done better?
Nothing springs to mind They have always been there for me without delay
Review
by a verified client in London
8 days ago
Overall
Advice
Service
Value
How has Jonathan Attenborough helped you since your last review?
Greatly, he is attentive and thorough in our annual reviews and between reviews if we need to talk
Review
by a verified client in London
13 days ago
Overall
Advice
Service
Value
How has Jonathan Attenborough helped you since your last review?
Jonathan’s advice is well thought through and very helpful particularly looking at options for our investments now and in the future.
Review
by a verified client in Kent
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Complicated Financial Situation
How has Jonathan Attenborough helped you?
Created order & clarity
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Jonathan:
Thank you so much for your kind words and the additional feedback in the questionnaire. Given all the moving parts in your life and financial situation, it is great to hear that our planning has brought you clarity and structure. It is also great to hear that you have recommended me to friends and family - this is how our business has grown over the last 15 years, through recommendations from existing clients, so thank you very much. I am excited to work with you both on the journey ahead - such great things on the horizon and now in touching distance from all your hard work and efforts.