John's reviews

Reviewed for

Insurance and Protection ( 2 )

Pensions ( 14 )

Retirement income (annuities, drawdown) ( 15 )

Investments and Savings ( 30 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 10 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 25 )

Financial Mentoring ( 7 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 10 )

£100k - £200k ( 3 )

Up to £50k ( 3 )

£50k - 100k ( 7 )

Review

by a verified client in Nottinghamshire

25 days ago

Overall

Advice

Service

Value

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

My partner and I wanted advice around ISAs and investments to plan for our early (we hope!) retirement

How has John Tucker helped you?

He has patiently explained our options and has been very responsive when we've had queries

Have you seen the outcome you were hoping for?

Yes, definitely

Review

by a verified client in Nottinghamshire

4 months ago

Overall

Advice

Service

Value

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

To find a mortage

How has John Tucker helped you?

He is the only person. I would go to for any of my Financial Needs .

Have you seen the outcome you were hoping for?

Completely

What could they have done better?

Nothing

Review

by a verified client in Down

4 months ago

Overall

Advice

Service

Value

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

Many years ago when door to door sales persons worked for the Co-op suggested savings to me

How has John Tucker helped you?

Took over from a previous adviser: I have had phone calls and face to face discussions. Helped sourced ethical investments which are important to me.

Have you seen the outcome you were hoping for?

He translated highly technical jargon into plain English.

Review

by a verified client in Antrim

4 months ago

Overall

Advice

Service

Value

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

Not having enough personal knowledge of finance

How has John Tucker helped you?

Looks after my investments and arranged trust fund

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Nottinghamshire

4 months ago

Overall

Advice

Service

Value

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

We had endowment policies and they were coming to an end. This was many years ago, when John had just finished taking the appropriate exams needed for the work that he does.

How has John Tucker helped you?

He has helped us deal with my husbands pension, advised us on bonds and investment ISAs. He has helped us with our wills and helped our son get a mortgage.

Have you seen the outcome you were hoping for?

We have seen good outcomes. Great advice on mortgages,wills and investments. He has a great knowledge of products and how you can do better.

What could they have done better?

Excellent advisor.