Huw's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 26 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 13 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 28 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 10 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We weren't happy with our existing advisor
How has Huw Jones helped you?
He has taken the worry out of our finances. I am very happy with the growth we have seen in our finances thanks to the investment choices and financial planning we have undertaken with his help. He is extremely good at reducing difficult concepts into easy to understand explanations and making sure we understand all our options and our risk profiles before we make a decision.
Have you seen the outcome you were hoping for?
Absolutely, I couldn't recommend Hugh highly enough.
Review
by a verified client in Vale of Glamorgan
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to be financial secure in the future
How has Huw Jones helped you?
Good, clear, practical advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Huw:
Thank you so much for taking the time to leave such a positive review. I’m really glad you found the advice to be clear and practical, and it’s especially reassuring to hear that you’ve seen the outcome you were hoping for. We always focus on keeping things straightforward and tailored to what matters most to each client so it's great to hear that we are achieving that. Thank you as well for your feedback that there was nothing we could have done better. Comments like that mean a great deal, and they reinforce our commitment to providing independent financial advice that is both personal and professional.Review
by a verified client in Vale of Glamorgan
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To set up a personal pension
How has Huw Jones helped you?
Being terminally ill, I have full confidence that Huw will look after my beneficiaries after my demise.
Have you seen the outcome you were hoping for?
Yes, all that is planned is being undertaken
What could they have done better?
Nothing given the circumstances
Huw:
Thank you so much for taking the time to leave such a kind review. It means so much to me that you have placed your trust in me during such a difficult time. Knowing that you have full confidence in the arrangements we've made gives me great satisfaction. Thank you again for your kind words and allowing me to be part of your financial journey. Best wishes HuwReview
by a verified client in Wiltshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Excellent service
How has Huw Jones helped you?
Planned my investments for over 13 years.
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
Nothing
Huw:
Thank you so much for taking the time to leave such a wonderful review. It's been a pleasure working with you over the past 13 years. Long term financial planning is all about building trust and delivering consistent results and your feedback reassures me that we're on the right track together. I look forward to continuing to support you and your financial goals for many more years to come. Best wishes HuwReview
by a verified client in Cheshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I started to take a proactive role in my Aunt's financial affairs in my capacity as her attorney for finance and property. My Aunt had previously chosen Huw Jones and Proposito.
How has Huw Jones helped you?
Huw took the trouble to personally meet me at my Aunt's care home in order to review her finances, and establish a plan to pay for her ongoing care. He later answered all my queries promptly and diligently. He has a nice friendly but also professional manner.
Have you seen the outcome you were hoping for?
Yes. Adequate funds to pay for Aunt's care were realised on a monthly basis.
What could they have done better?
Nothing. The attentive service and support was excellent.
Huw:
Thank you so much for taking the time to share your experience. It means a great deal to know that I could support you during such an important time in managing your Aunt's financial affairs. Ensuring that adequate funds were realised monthly to cover your Aunt's care was our primary goal and I'm grateful that we achieved the outcome you were hoping for. Thank you again for your kind words about the service and support. Should you or your family ever need further assistance, please don't hesitate to get in touch. Best wishes Huw