Jonathan's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 6 )
Auto Enrolment ( 1 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 5 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
3 years ago
Overall
Please provide a brief comment about your experience with Jonathan
Very informative presentation on my current pension and great advice on what to do next. Easy to understand and no pressure. Would definitely recommend.
Jonathan:
Many thanks Ben.Review
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Jonathan Atkinson helped you?
Jonathan has been great and letting me know my options available for me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in Wiltshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt my savings were not being properly invested with my previous Company
How has Jonathan Atkinson helped you?
Gave advice on the best investments without too much risk.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Currently I am happy with how my finances are being handled and Jonathan's professional advice
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Jonathan
great info, nice guy
Jonathan:
Thanks Joe!First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Jonathan
Informative initial presentation. Yet to get into my personal details and situation but so far happy to engage with him.
Jonathan:
Thank you Archie!