John's reviews
Reviewed for
Insurance and Protection ( 42 )
Mortgages ( 168 )
Pensions ( 88 )
Equity Release ( 12 )
Retirement income (annuities, drawdown) ( 61 )
Auto Enrolment ( 4 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 6 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 31 )
Financial Mentoring ( 12 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 31 )
£100k - £200k ( 23 )
£50k - 100k ( 23 )
Up to £50k ( 67 )
Repeat review
by a verified client in Lanarkshire
6 days 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 come up with thoughtful and effective solutions to my property and mortgage needs as my employment has taken me to disparate places- and my mortgage plans have had to change to accommodate my new work locations.
Review
by a verified client in Ayrshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pre retirement advice.
How has John Maxwell helped you?
John set up my investment portfolio.
Have you seen the outcome you were hoping for?
Yes. Things were sow to start, but have settled down to an good acceptable level of return.
What could they have done better?
Perhaps more regular face to face meetings.
Repeat review
by a verified client in Midlothian
a month ago
Overall
Service
Advice
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?
\as above. \he keeps in touch.
Repeat review
by a verified client in Ayrshire
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?
Requested ant changes in my circumstances & regular updates about pension changes
Repeat review
by a verified client in Ayrshire
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 help me with a pensio drawdown. Solid advice for my needs