Jonathan Molloy

Please provide a brief comment about your experience with Jonathan

Jonny made sure that he fully understood my objectives which I really appreciated.

Please provide a brief comment about your experience with Jonathan

Useful, well-informed advice. Very helpful.

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

Having a large sum of money to invest and needing advice.

How has Jonathan Molloy helped you?

Our original adviser retired and recommended his colleague Jonathan. He quickly showed his competence in handling our finances, and has been thoughtful and caring in his meetings with us, quickly winning our trust.

Have you seen the outcome you were hoping for?

During these difficult times due to Coronavirus, I have been surprised and pleased with the investments performance.

What could they have done better?

I am very happy with the advice and changes Jonathan made earlier this year, which have done comparatively well. I feel confident, secure and have complete trust in Jonathan’s advice and care.

Please provide a brief comment about your experience with Jonathan

JPB Planning were recommended to us by friends who have used their services for a couple of years. Our meetings with Jonathan Molloy of JPB professional & helpful advice. He is friendly, very knowledgeable and easy to talk to. He explained everything to us in layman terms. We look forward to our dealings with JPB.

Please provide a brief comment about your experience with Jonathan

Jonathan was friendly, helpful and knowledgeable. He explained pensions and investments in an easy to understand way.