Jonathan's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 25 )
Pensions ( 65 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 46 )
Auto Enrolment ( 2 )
Investments and Savings ( 87 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 30 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 50 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 24 )
£100k - £200k ( 6 )
( 1 )
£50k - 100k ( 7 )
Up to £50k ( 15 )
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed mortgage advice ,Jonathan was only to pleased to help
How has Jonathan Smith helped you?
He has helped us avoid the sometimes roller-coaster mortmortgage interest hikes by advising to a fix term deal where appropriate
Have you seen the outcome you were hoping for?
Yes we've had a mortgage for many years, using Jonathan's strategy it been an experience where we feel we have been in control
What could they have done better?
No
Jonathan:
Thanks for your kind words Steve (or was it Jane ;-)) It's been a pleasure helping you both through the maize that is Financial Planning, over the past 25 years or so. Thanks for trusting us. Here's to the next 25 years.Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Death of parents
How has Jonathan Smith helped you?
By sorting my financial plan for my future
Have you seen the outcome you were hoping for?
absolutely
What could they have done better?
No
Jonathan:
Thanks Anna for taking the time to leave a review of our services. We really appreciate the fact that you have put your trust in us, to help with your retirementReview
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest
How has Jonathan Smith helped you?
Very good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Jonathan:
It's great to hear that you have found our advice helpful, over the years. Thank you, your feedback and comments are very valuable to usReview
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited money
How has Jonathan Smith helped you?
By advising us where to save our money and what sort of return we should expect
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing as always available should I have a query or need advice
Jonathan:
Thank you Sue, for taking the trouble to leave a review. It's a pleasure helping you with your financial planningReview
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help someone I could trust and that’s Johnathan
How has Jonathan Smith helped you?
Gives me confidence knowing that I can rely on Johnathan
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing , it’s being done
Jonathan:
Thank you for your kind words Lynn. I would love to know how we can improve the service standards that we are always striving to improve