Geoff's reviews
Reviewed for
Insurance and Protection ( 33 )
Mortgages ( 18 )
Pensions ( 110 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 40 )
Auto Enrolment ( 2 )
Investments and Savings ( 98 )
Pension Transfers - Non Specialist ( 29 )
Inheritance Planning ( 25 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 66 )
Financial Mentoring ( 24 )
Financial Coaching ( 13 )
( 3 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 14 )
£100k - £200k ( 10 )
£50k - 100k ( 9 )
Up to £50k ( 5 )
Review
by a verified client in Surrey
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many years ago we were looking for mortgage advice and the SJP person at the time (John Williams) provided the support to change provider and at the same time provided financial advice, which we have since benefited from.
How has Geoff Day helped you?
Geof Day is now our SJP adviser and has helped us decide how best to provide funds to help our eldest buy his first flat, which was very gratefully received as well as an overall review of our funds and investments. We are now looking at IHT and ways to prepare.
Have you seen the outcome you were hoping for?
An ongoing process, however I feel well informed by Geoff.
Geoff:
Thank you so much for your amazing comments and I do really enjoy working with you! Looking forward to the next stage of the journey.First impression
by a VouchedFor user
6 days ago
Overall
Please provide a brief comment about your experience with Geoff
Geoff was extremely professional, supportive and generous with his time. We received excellent advise, helping us to make the right next step with confidence. Our situation was quickly understood, providing reassurances about our assumptions and also allowing us to understand new, alternative solutions. Could not recommend highly enough.
Geoff:
Thank you so much for taking the time to feedback. You are on an exciting journey and I hope the next few years deliver a change in tact that delivers all the things you are looking for. Lots still to consider but let's keep chatting.Repeat review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Geoff Day helped you since your last review?
Geoff remains a constant source of accessible knowledge and support as and when I need it.
Geoff:
You are very kind and always here when you need anything. Look forward to catching up soon.Repeat review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Geoff Day helped you since your last review?
Geoff has been an absolutely fantastic professional to work with. He's incredibly astute when it comes to financial planning, and he always keeps me updated on what's happening in the global markets, especially in relation to my pension. It’s been a pleasure having someone so reliable and knowledgeable on my side
Geoff:
Wow. Thank you. These comments mean so much and we really do appreciate the comments. Thank you and speak soon.Repeat review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Geoff Day helped you since your last review?
Helped to control risks in the current volatile environment
Geoff:
Thank you. Yes it is a little volatile these days! I love working with you both!