Jenny Stones

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

We were starting to think about our retirement and whether we would be financially secure. Jenny was recommended to us by a financial adviser we had worked with previously.

How has Jenny Stones helped you?

The service we have received from Jenny has been excellent and was bespoke to our individual needs. Jenny is friendly, knowledgeable and accommodating. Jenny conducted our meetings by Zoom at a time that worked best for us, this was extremely helpful as we are based over 2 hours away. She explained every step clearly and ensured we had the necessary information to make decisions about our future.

Have you seen the outcome you were hoping for?

We have now completed the consolidation of our pensions and feel confident that we have made provision to ensure our retirement, whenever it comes, will be secure. We look forward to continuing to work with Jenny in the years to come, to review our ongoing financial/pension planning. We would not hesitate to recommend Jenny as a financial adviser.

What could they have done better?

Nothing - very happy with the financial advice provided.

Please provide a brief comment about your experience with Jenny

Jenny was a good listener and very straightforward. She quickly made me feel at ease and she won my trust. Jenny gave me excellent independent advice. I would recommend anyone seeking independent financial advice to take the opportunity of a free 30 minutes phone call.

Please provide a brief comment about your experience with Jenny

Jenny was professional, cheerful and helpful, and managed to explain things to us in very simple terms, that were easy to understand. Really good service and great value for money.

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

Nearing retirement, needed advice on options & consolidation

How has Jenny Stones helped you?

Consolidation some private pensions schemes and best options for retirement planning

Have you seen the outcome you were hoping for?

Yes

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

We were looking for advice and reassurance on what we've done with our investments and income.

How has Jenny Stones helped you?

Jenny has helped us very much, she had many suggestions and was very knowledgeable on the many alternatives. We learnt things we didn't know and find this reassuring and gives us other options to consider.

Have you seen the outcome you were hoping for?

Definitely, it has been very reassuring and helpful.

What could they have done better?

Nothing, Jenny was knowledgeable and very pleasant to work through things with.