John's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 11 )
Auto Enrolment ( 1 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 9 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 3 )
£100k - £200k ( 10 )
£50k - 100k ( 3 )
Up to £50k ( 7 )
Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to invest
How has John Morgan helped you?
Explaining very well where to invest
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Every thing explained well so nothing could have been better
Review
by a verified client in Antrim
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has John Morgan helped you?
Looked at my various pensions and advised on which to transfer into Drawdown and which Defined Benefits pensions to keep and receive as a fixed monthly payment when required.
Have you seen the outcome you were hoping for?
The figures that John calculated allowed me to decide on taking early retirement using my Drawdown portion of my Pension until my Defined Benefit pension was required.
Review
by a verified client in Londonderry
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement.
How has John Morgan helped you?
Advised and recommended investments and pension.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Have been very satisfied with the service John has provided.
Review
by a verified client in Antrim
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to sort out pension and invest some more funds
How has John Morgan helped you?
helped to get the pension benefits improved
Have you seen the outcome you were hoping for?
yes at the moment
What could they have done better?
nothing much as it depends on the market
Review
by a verified client in Antrim
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have a few pensions and found it all quite confusing
How has John Morgan helped you?
He helped me to decide the best course of action For Me.
Have you seen the outcome you were hoping for?
Some of it yes. The rest is still a work in progress
What could they have done better?
Nothing