Emily's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 13 )
Auto Enrolment ( 1 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 8 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Caerphilly
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was an existing customer and Emily took over my accounts seamlessly after my original advisor retired.
How has Emily Jones helped you?
Emily understood my requirements and made the whole process calm, clear and easy. Importantly I was kept fully upto date as things progressed.
Have you seen the outcome you were hoping for?
Yes thank you.
What could they have done better?
I don’t feel qualified to comment on making things better. I am however very satisfied how Emily dealt with my accounts.
Review
by a verified client in Powys
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had cash sitting in the bank earning very little money
How has Emily Jones helped you?
Indeed she has. Very pleasant and understanding. I was somewhat nervous as I had been scammed last year and lost £5000 so was very cautious about what to do with the balance. Emily was extremely helpful and understood my anxiety.
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Bridgend
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with the Prudential/ M&G Wealth since 1995 related to my teaching career.
How has Emily Jones helped you?
Miss Emily Jones has been fantastic with her advice regarding my financial affairs. Emily has given me first class professional advice regarding my pension, inheritance & my existing financial investment with the Prudential/M&G Wealth. Emily has been in contact with me by email, phone & text to keep me up to date with the changes that have been made during this last 12 to 18 months. I trust Emily & may she continue to be my adviser.
Have you seen the outcome you were hoping for?
Yes, definitely.
What could they have done better?
For me personally, I am extremely happy with everything.
Review
by a verified client in Bridgend
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Been with this company for a number of years .. under the guidance of John flower .. regarding our pension
How has Emily Jones helped you?
Emily is now adviser .. she is very professional and considerate to our needs .. she explained in great detail in language we could understand .. she is very helpful and likeable a lovely person to be dealing with we are very pleased to be her clients
Have you seen the outcome you were hoping for?
Yes it was the outcome we was expecting ..
What could they have done better?
There is nothing more or better Emily could have done for us
Review
by a verified client in Rhondda Cynon Taff
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had money to invest.
How has Emily Jones helped you?
Emily, talked and listen about our needs with investment and pensions
Have you seen the outcome you were hoping for?
Yes, I am pleased with the investment profile.
What could they have done better?
Everything was covered and accommodated.