Jonathan Knee

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

My husband had Parkinson’s so we had to make sure our finances were In order, to make sure we knew that everything was in order.

How has Jonathan Knee helped you?

Jonathan is always available to help if and when I need advice, my husband passed away this year and his advice and help has been invaluable, always very professional and thoughtful.

Have you seen the outcome you were hoping for?

I am happy with the outcome, as what with the world crisis, that is all I could ask for.

What could they have done better?

Nothing really

This review is a follow-up review from a client who left a review previously.

How has Jonathan Knee helped you since your last review?

I’ve been planning a new home recently and Jonathan’s advice has been invaluable throughout the process. I have introduced other members of my family to Jonathan and they to are equally impressed. Bill Burnside

This review is a follow-up review from a client who left a review previously.

How has Jonathan Knee helped you since your last review?

Jonathan is always available when I need to ask his advice.

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

An imminent divorce and wishing to start a pension, become more financially independent and think about my future and my children's future.

How has Jonathan Knee helped you?

Time, advice, guidance and respect.

Have you seen the outcome you were hoping for?

Absolutely! Still more to come too :O)

What could they have done better?

Nothing, Jonathan is great.

This review is a follow-up review from a client who left a review previously.

How has Jonathan Knee helped you since your last review?

Jonathan has helped me set up a retirement fund, which I've been meaning to do for ages so it's great he's spurred me on to sort it!