John Maxwell

Review from verified client

November, 2023

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

Previous one was poor

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

Provided great advice

What could they have done better?

Nothing

John's reply

Hi Graeme, Comments appreciated! Regards John

Review from verified client

August, 2023

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

I required advice on old Company Pensions and a Personal Pension.

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

John has given me expert advice and explained everything i required in language that i understand.

What could they have done better?

Nothing. I am happy with the service and advice John has provided.

John's reply

Thanks Andy - appreciated !

Review from verified client

July, 2023

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

I was nearing retirement and needed advice on my private pension.

Have you seen the outcome you were hoping for?

I would like to think so.

How has John Maxwell helped you?

John has reccomend that I moved my pension pot into a SIPP

What could they have done better?

I cannot think of anything John could have done to improve the service he provided

John's reply

Hi Vincent - comments appreciated!

Review from verified client

July, 2023

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

I needed a financial advisor to help me with my pension

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

John has always been upfront and and helpful, he was always just at the other end of the phone if I wasn’t sure about something

John's reply

Thank you Allison - very much appreciated!

Review from verified client

May, 2023

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

On this time of using John's services I was needing advice in re-mortgaging as my fixed term was coming to an end. John had previously advised on this.

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

I needed advice and products that would see a new fixed rate mortgage over this difficult period of price increases. John very quickly provided some sample products of varying terms etc that might suit needs and then engaged with some back-and-forth on what might be best for my needs. Once agreed he then sorted out the product for me.

What could they have done better?

Nothing

John's reply

Thanks John - appreciated!

Review from verified client

May, 2023

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

New house

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

Securing a new mortgage

What could they have done better?

Communication via phone

John's reply

Hi Kyle, comments appreciated and noted. Regards John

Review from verified client

May, 2023

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

Mortgage was due for renewal.

Have you seen the outcome you were hoping for?

Yes in a very challenging market.

How has John Maxwell helped you?

By guiding us through step by step what the current market is like and how we would benefit the most in terms of our circumstances.

What could they have done better?

N/A

John's reply

Thank you - comments appreciated!

Review from verified client

May, 2023

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

Getting a mortgage on new house

Have you seen the outcome you were hoping for?

100%

How has John Maxwell helped you?

He is always ahead looking for the best deal for us.

What could they have done better?

Nothing. Great service

Review from verified client

April, 2023

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

My partner and I were purchasing a property and required a mortgage.

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

John found us the appropriate mortgage, insurances etc and took the pressure off us trying to do ourselves. He always works to find the products that suit our budget.

John's reply

Hi Lorna, Thanks for the feedback- very much appreciated. Regards John

Review from verified client

March, 2023

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

Retirement

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

John arranged a drawdown pension

What could they have done better?

Nothing

Review from verified client

March, 2023

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

Trying to steer my own course through various financial products and turned to John for independent financial advice.

Have you seen the outcome you were hoping for?

I have returned to John on numerous occasions since our first contact and have always been satisfied with the service provided.

How has John Maxwell helped you?

John has helped me to identify products which are the best fit for my needs at any given time.

What could they have done better?

My dealings with John have been successful from my point couldn't really be improved

Review from verified client

December, 2022

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

Release a partial amount of pension

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

By sending regular updates on my pension

What could they have done better?

Nothing

Review from verified client

December, 2022

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

Setting up my dental practice and general mortgage support

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

John had gone above and beyond over the years taking time to understand my needs and give appropriate/ supportive advice.

What could they have done better?

N/A

Review from verified client

December, 2022

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

Tax free pension lump sum

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

John outlined my options giving advice at each stage of the process.

What could they have done better?

Nothing 100% happy with advice given.

Review from verified client

December, 2022

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

My fixed rate mortgage had ended and payments jumped up considerably, I heard of John and contacted him

Have you seen the outcome you were hoping for?

100%

How has John Maxwell helped you?

Helped me get another fixed rate mortgage for less than I was paying

What could they have done better?

N/a

Review from verified client

December, 2022

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

Old pension required re investment

Have you seen the outcome you were hoping for?

Yes

How has John Maxwell helped you?

By investing my old pension

What could they have done better?

Nothing

Review from verified client

December, 2022

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

Mortgage renewal

How has John Maxwell helped you?

Informative

Have you seen the outcome you were hoping for?

Yes

Repeat review from verified client

December, 2022

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?

I contacted John for further advice and I was confident the advice he gave was accurate and for my log term benefit

Repeat review from verified client

December, 2022

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?

Supported me through difficult time and gave me reassurance through this period of recession.

Repeat review from verified client

December, 2022

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?

Phoned us once a year to give us an update

Review from verified client

December, 2022

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

Mortgage renewal

How has John Maxwell helped you?

John sorted and arrange the best deal all went smoothly with little effort from myself

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

November, 2022

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 and once again John was first class. Could not recommend any more highly

John's reply

Thanks James - appreciated!

Repeat review from verified client

November, 2022

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 continues to advise me on my investments and mortgage.He has guided me on my renewed mortgage transferJ.

John's reply

Thank you - very much appreciated

Repeat review from verified client

November, 2022

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?

Advice on withdrawing money from drawdown

Repeat review from verified client

November, 2022

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?

I have not needed to see john, but would not hesitate calling him if I required advise.

Review from verified client

November, 2022

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

Investing pension lump sum

How has John Maxwell helped you?

Fully explained investment plans, portfolios, risks etc,

Have you seen the outcome you were hoping for?

Not quite yet, though this is due to the UK's current financial situation and not John's advice

What could they have done better?

Nothing that I can think of.

John's reply

Thanks Norma - appreciated

Review from verified client

November, 2022

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

Prior to retirement, I approached John for advice.

How has John Maxwell helped you?

John set up an investment portfolio for me.

Have you seen the outcome you were hoping for?

At first my investments were doing very well. Lately, due to the global financial situation, investments have not done as well. Hopefully things will improve.

What could they have done better?

Can't think of anything.

John's reply

Thanks David - comments appreciated.

Review from verified client

October, 2022

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

Taking early retirement

How has John Maxwell helped you?

John guided me through the maze of options and procedure involved

Have you seen the outcome you were hoping for?

Yes.I wanted my DB and DC pensions combined and invested in a fund scheme.

What could they have done better?

Can't think of anything. The whole process takes far too long though,which is not a reflection on the advisor.

Review from verified client

October, 2022

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

Needed advice on retirement finances.

How has John Maxwell helped you?

By giving me sound advice.

Have you seen the outcome you were hoping for?

Unfortunately not, due to the global financial crisis.

What could they have done better?

Nothing to my knowledge.

Review from verified client

October, 2022

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

Need to invest

How has John Maxwell helped you?

Found the correct investment opportunities

Have you seen the outcome you were hoping for?

Its long term

What could they have done better?

N/A

John's reply

Thanks Andy Always appreciated Regards John

Review from verified client

October, 2022

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

Mortgage

How has John Maxwell helped you?

I have been a repeat customer of John’s for many years and can not speak highly enough of the service he offers. It is always clear and concise information which comes quickly.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

All perfect.

John's reply

Thanks David, Appreciated John

Repeat review from verified client

September, 2022

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?

As in previous years,John always keeps me up to date with the information i require

Repeat review from verified client

September, 2022

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 got in touch when my initial mortgage rate was due to change and advised me on whether to accept the tariff offered and sorted this for me. He took care of everything and made a potentially confusing and time consuming process straightforward and hassle-free.

John's reply

Hi Rebecca, Thank you for the review and comments - very much appreciated. Regards John

Repeat review from verified client

May, 2022

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 helped us to find a suitable product that matched our circumstances. The process was slick, hassle free & delivered above our expectations. Would thoroughly recommend & will be using John again in future.

Review from verified client

May, 2022

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

Mortgage

How has John Maxwell helped you?

Excellent deals secured and great service.

Have you seen the outcome you were hoping for?

Always

What could they have done better?

Nothing

Review from verified client

April, 2022

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

Mortgage advice.

How has John Maxwell helped you?

Mortgage advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Repeat review from verified client

March, 2022

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?

We have again remortgaged and John was so so helpful and always there to answer any questions we had .I would happily recommend John to anyone.

Repeat review from verified client

January, 2022

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 is always available for advice, or clarification on how things are doing. Quite happy with the way he's set things up for us.

John's reply

Thank you - appreciated

Review from verified client

December, 2021

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

Sorting out mortgage renewals and also purchase of a new house.

How has John Maxwell helped you?

Advised on best mortgage options for my circumstances.

Have you seen the outcome you were hoping for?

Definitely, no hassle at all and great personal service.

What could they have done better?

Can’t think of anything.

Review from verified client

December, 2021

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

Retiring and feeling the need for help with financial planning.

How has John Maxwell helped you?

John had advised me on mortgage advice and on shares for several years now. He was also very patient and helpful when it came to changing mortgage providers.

Have you seen the outcome you were hoping for?

I am pleased wit the growing shares portfolio I have experienced under John's advice

What could they have done better?

I am satisfied with John's service.

John's reply

Thank you - feedback appreciated!

Repeat review from verified client

December, 2021

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?

Again as previously John has helped me remortgage and it was a stress and hassle free engagement, I appreciate having him help me .

Review from verified client

December, 2021

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

My wife and I wished that our financial investments be invested in accordance with our view of risk and would generate dividend income. We also wished to have a local adviser where face to face meetings would enhance our understanding of the management of our investments.

How has John Maxwell helped you?

Over the past ten years or more John Maxwell has provided the service we required in the management of our investments. His service has been to a very professional and high standard. I have no hesitation in providing this overview of John's services.

Have you seen the outcome you were hoping for?

Our investments have been well and securley managed.

Review from verified client

December, 2021

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

I had old company pensions, and i did not understand the implications of them or what the value of them was.

How has John Maxwell helped you?

John explained the worth of these pensions and explained the process of transferring to a new personnel pension

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2021

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

moving home.

How has John Maxwell helped you?

Providing best advice on plans available to me.

Have you seen the outcome you were hoping for?

Hopefully yes.

What could they have done better?

Never experienced this type of money raising before , so can't comment.

Review from verified client

December, 2021

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

Mortgage

How has John Maxwell helped you?

Clear communication

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2021

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

The death of my husband

How has John Maxwell helped you?

Looking into investments , transferring my husbands isa , working out budget for myself

Have you seen the outcome you were hoping for?

It is ongoing at the moment

What could they have done better?

Will await the outcome before commenting.

Review from verified client

December, 2021

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

Pensions

How has John Maxwell helped you?

John transferred all my pensions into one pot and made it easier to manage

Have you seen the outcome you were hoping for?

Yes very Mitch so

What could they have done better?

Nothing he carried out exactly what I wanted

Review from verified client

December, 2021

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

Was looking for advice on mortgages

How has John Maxwell helped you?

John was very helpful and i recieved some great advice and a good deal.

Have you seen the outcome you were hoping for?

Yes pleased with outcome and choices offered.

What could they have done better?

Cant think of anything level of service was 1st class

Review from verified client

December, 2021

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

Moved here form Canada and needed advise

How has John Maxwell helped you?

Listened to what we were looking for and advised us. Clear infomation every step of the way

Have you seen the outcome you were hoping for?

We have seen and are continuing to see the great advice that he has given us.

What could they have done better?

Nothing

John's reply

Thank you. Very much appreciated!

Review from verified client

November, 2021

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

Buying new property and looking for advice and guidance on mortgages and required insurances

How has John Maxwell helped you?

John gave great advice and supported through whole process from finding , checking and helping with completion of applications.

Have you seen the outcome you were hoping for?

Yes all work John has done for us was of very high standard and we are very happy with mortgage and policis sourced for our home

What could they have done better?

Nothing could have been better . Johns services and suport within the complex world of financal products are excellent and we are very happy to have John as our advisor

John's reply

Thanks for the kind words. Appreciated

Review from verified client

November, 2021

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

Looking to invest a Private Pension

How has John Maxwell helped you?

Gave good advice and explained, in lay man’s language, what he was talking about

Have you seen the outcome you were hoping for?

Yes but it is still ongoing

What could they have done better?

Not sure. I’m happy with his advice

Review from verified client

November, 2021

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

Buying first home

How has John Maxwell helped you?

Arranged a mortgage with a company that suited my budget & put me in contact with a good solicitor

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, John was professional, helpful and very knowledgeable

Review from verified client

November, 2021

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

Firstly to take a lump sum from my pension.

How has John Maxwell helped you?

John guided me through the process and followed up with investment advice keeping me up to date regularly.

Have you seen the outcome you were hoping for?

All good so far

What could they have done better?

Not a thing. I am perfectly happy with Johns service

Review from verified client

November, 2021

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

Buying a house.

How has John Maxwell helped you?

John helped to find a mortgage that was suitable for my circumstances.

Have you seen the outcome you were hoping for?

Yes, house purchased without issue.

What could they have done better?

Nothing.

Review from verified client

November, 2021

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

We were looking to reinvest a fixed term ISA we had and contacted John Maxwell after him being recommended to us by our daughter.

How has John Maxwell helped you?

He advised us of the best use of the money we had to invest.

Have you seen the outcome you were hoping for?

we are happy as everything seems to moving in the right direction

What could they have done better?

Not a lot considering we have had the pandemic to cope with for the past 18 months.

Review from verified client

November, 2021

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

I have remortgaged twice following the expiry of fixed term periods.

How has John Maxwell helped you?

John as the broker found me deals that were relative to what we wanted, and saw the entire process through from start to finish.

Have you seen the outcome you were hoping for?

Absolutely, John provided what we asked for.

What could they have done better?

I have no complaints with John’s service. The communication was fast and detailed. He took all of the hassle out of the process in what is a big decision to make.

Review from verified client

November, 2021

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

I needed to raise my ex partner's equity share of the matrimonial home as part of a divorce settlement.

How has John Maxwell helped you?

My request was large and complex as divorces tend to be. John provided a number of options which were explained clearly to me. Basically, John put arrangements in place that enabled me to keep my house and I will forever be grateful to his for the time and patience at a very difficult time for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

John's reply

Thank you for the kind comments - very much appreciated

Review from verified client

November, 2021

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

Have used John for mortgage advice and he is absolutely first class

How has John Maxwell helped you?

Obtained a remortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!

John's reply

Thanks James - Appreciated!

Review from verified client

November, 2021

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

Future pension needs

How has John Maxwell helped you?

He gave sid advice and helped formulate a clear plan.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

Nothing

Review from verified client

November, 2021

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

I wanted advice on my pension options.

How has John Maxwell helped you?

He put me in touch with special advisers and he helped to get invested the recommended products.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I'm aware of.

Review from verified client

November, 2021

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

Peace of mind and for the best deal

How has John Maxwell helped you?

Gets you the deals you want and a simple process from start to finish

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

November, 2021

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?

Continues to manage my pension funds

Repeat review from verified client

November, 2021

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 continues to advise me regularly on all matters financial and mortgage.

Repeat review from verified client

November, 2021

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?

We have came through some hard times and have more ahead of us, but John has given me advice on my investments, that have grew over time, which I am happy about.

Repeat review from verified client

November, 2021

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?

Helped with two pensions I had which became due when I turned 65

Repeat review from verified client

November, 2021

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?

I HAVE NOT NEEDED TO SEE JOHN, SINCE MY LAST REVIEW.

Repeat review from verified client

September, 2021

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?

He has kept me up to date with planning my finances for the future

Repeat review from verified client

September, 2021