Jonathan's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 2 )
Pensions ( 39 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 7 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 7 )
£100k - £200k ( 9 )
£50k - 100k ( 3 )
Up to £50k ( 14 )
Repeat review
by a verified client in Monmouthshire
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jonathan Ashcroft helped you since your last review?
Continued to manage my pension and investments and moving to environmentally friendly investments
Repeat review
by a verified client in Monmouthshire
8 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jonathan Ashcroft helped you since your last review?
My annual review is detailed and I don't need any other advice in regards to my savings.
Repeat review
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jonathan Ashcroft helped you since your last review?
Always prompt in responding
Repeat review
by a verified client in Cardiff
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jonathan Ashcroft helped you since your last review?
With these ever changing times Jon remains on top of the situations and keeps us well informed and financially guides us towards our futures
Repeat review
by a verified client in Monmouthshire
2 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jonathan Ashcroft helped you since your last review?
Continued to deal with my investments and pension utilising environmentally friendly investments.