Richard's reviews
Reviewed for
Pensions ( 2 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 1 )
Inheritance Planning ( 1 )
Financial Planning ( 1 )
Reviewers' assets
Review
by a verified client in Surrey
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I’m a high earner with basically no pension and hitting 50 so thought I’d better do something about it!
How has Richard Janes helped you?
He’s put in a place a carefully considered plan to play catch up with my pension, get 40% tax relief and invest for growth.
Have you seen the outcome you were hoping for?
Very happy so far. Let’s see how the markets do!
What could they have done better?
All good.
Review
by a verified client in Surrey
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I want to be able to retire early. I had quite a few old pensions and I didn’t know how much I needed to save or when I could retire.
How has Richard Janes helped you?
Richard was a great listener, ran the numbers and my retirement is back on track.
Have you seen the outcome you were hoping for?
Yes, very happy. Very transparent in the fees. Good communications d service.
What could they have done better?
No, very happy thanks