Jonathan's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 2 )
Pensions ( 37 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 26 )
Auto Enrolment ( 1 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 30 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 39 )
Financial Mentoring ( 8 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 13 )
£100k - £200k ( 8 )
£50k - 100k ( 3 )
Up to £50k ( 5 )
Review
by a verified client in Hertfordshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was finding it difficult to find time to review my finances and do any sort of financial planning due to busy work schedule and family life. I knew I needed to do it so it became a area of concern and anxiety for me.
How has Jonathan Scott helped you?
Jonathan took all of this burden from me, we discussed my financial goals, then Jonathan looked at my current financial state in detail and presented back to me a few different financial plan options with clear actions and milestones of how to reach my goals.
Have you seen the outcome you were hoping for?
Jonny has been helping me with my financial planing for the last 5 years and I am on track with my selected plan, with a few of my milestones achieved.
What could they have done better?
I am very happy with the support and advice so far.
Jonathan:
Thank you so much for your feedback! I’m really glad to hear that I’ve been able to take some of the stress out of managing your finances and help you work toward your goals. It’s been great working with you over the last five years and seeing the milestones you’ve achieved along the way. If there's ever anything you need, please don’t hesitate to reach out.Review
by a verified client in Down
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of knowledge
How has Jonathan Scott helped you?
Investment strategy from risk profile
Have you seen the outcome you were hoping for?
Yes, seeing good growth
What could they have done better?
Nothing really.
Jonathan:
Thank you for your feedback. I’m really glad that you’re seeing good growth and that the investment strategy is working well for your goals and risk profile. It’s been a pleasure helping you build confidence in your financial decisions. Thanks again!Review
by a verified client in Antrim
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was through a financial advisor who was retiring recommended Platinum Financial Services to me.
How has Jonathan Scott helped you?
He has looked at all my financial assets and mentored me into which accounts of investments and savings to put my money.
Have you seen the outcome you were hoping for?
Yes I have. Nine times out of 10, my assets have gained money and only the odd asset has lost money. I would recommend Jonathan and the company for the way they deal with my assets.
What could they have done better?
N/A
Jonathan:
Thank you very much for taking the time to share your feedback. I’m really pleased to hear that you’ve had a positive experience and that your investments have performed well overall. It’s been a pleasure helping you, and I’m delighted that you feel confident in the advice and support you’ve received. Your recommendation also means a great deal. Thanks again.Review
by a verified client in Buckinghamshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has Jonathan Scott helped you?
Set up a pension and general financial plan
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of.
Jonathan:
Thank you so much for your kind words. I’m delighted that we were able to set up your pension and financial plan to help you feel confident approaching retirement. It's been a pleasure working with you, and I’m glad we could achieve the outcomes you were hoping for.Review
by a verified client in Buckinghamshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Jonathan Scott helped you?
He has given advice on how to make the most of pensions to enhance and suit my requirement during retirement
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing I am aware of
Jonathan:
Thank you for your lovely feedback. I’m really pleased to hear that the advice and support have helped you feel confident about your retirement plans. It’s great to know the guidance on your pensions has made a real difference for you, and I’m always here if you’d like to revisit or adjust things in the future.