Reviewed for
Insurance and Protection ( 41 )
Mortgages ( 154 )
Pensions ( 69 )
Equity Release ( 12 )
Retirement income (annuities, drawdown) ( 47 )
Auto Enrolment ( 3 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 6 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 23 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 25 )
£100k - £200k ( 17 )
£50k - 100k ( 17 )
Up to £50k ( 62 )
Review
by a verified client in Ayrshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a house
How has John Maxwell helped you?
Secured our mortgage and renewal when fixed term was up.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Lanarkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
divorce
How has John Maxwell helped you?
nothing is too much trouble...great advice in raising capital.
Have you seen the outcome you were hoping for?
soon
What could they have done better?
nothing
Repeat review
by a verified client in Midlothian
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Maxwell helped you since your last review?
John has stayed in touch with a monthly financial newsletter. I know he would have been readily contactable if I had wanted to speak to him directly during the year.
Repeat review
by a verified client in Lanarkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Maxwell helped you since your last review?
Yes - John has again ‘come to the rescue’ with my need for mortgage solutions to help me move forward with life and work plans.
Review
by a verified client in Ayrshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I recently became of retirement age and I had not taken any money out of my pension fund and I now wanted to drawdown some monies from it. My pension fund from my employer was spread over different pension providers and I wanted them incorporated into one fund. I wanted to ensure I was in a fund that would continue to grow and also make any future drawdown payments easy to obtain.
How has John Maxwell helped you?
John was efficient and professional with his financial hat on. He made me understand that the fund that I have has to support me through my lifetime and not to drawdown monies that I may not need immediately.
Have you seen the outcome you were hoping for?
My fund in now under one pension fund provider and hopefully it will grow in the future.
What could they have done better?
I know John is under rules of the Financial Services which are strict as they should be but maybe a meeting might have been easier instead of going round in circles by email.