Jonathan's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 19 )
Auto Enrolment ( 1 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in Kent
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Jonathan’s for the last 30 years for my work place pension.
How has Jonathan Elliott helped you?
Jonathan’s advice has been invaluable with making sure my pensions have been well invested over the years, especially as I am now approaching retirement.
Have you seen the outcome you were hoping for?
I have indeed but I would go further and say the results have exceeded my expectations.
What could they have done better?
Nothing. The service has been impeccable.
Repeat review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jonathan Elliott helped you since your last review?
He has given reassurance and practical advice in the face of volatile markets, and guided us througha withdrawal process
Repeat review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jonathan Elliott helped you since your last review?
Yes.
Repeat review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jonathan Elliott helped you since your last review?
Enabled me to retire this year with the comfort that I am prepared for my new life
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I've always been aware of the importance of long term financial planning, but am very time poor, and not from a financial background, so looked to a trusted brand (SJP) for advise.
How has Jonathan Elliott helped you?
Jonathan has being an incredible ally over the past 15+ years always available when needed, and a calm head helping navigate often stormy financial markets. He's fundamental to the present and future financial security of our family & is highly recommended.
Have you seen the outcome you were hoping for?
Yes