Jonathan's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 2 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 21 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 7 )
£100k - £200k ( 8 )
Up to £50k ( 10 )
£50k - 100k ( 3 )
Review
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We didn't, it was because an account I had with Allied Dunbar was taken over by Newcastle Building Society
How has Jonathan Cox helped you?
Immensely, we were extremely nieve about pensions and finance before Jonathan contacted us , so grateful for the peace of mind now , so impressed that I've already referred friends to him for long term advice
Have you seen the outcome you were hoping for?
Yes , I believe we're on track for a secure retirement thanks to Jonathan's suggestions
What could they have done better?
Nothing , he seems to have covered all the bases . It's got to be said that one of the main reasons we have so much confidence in the company is mainly by the way Jonathan comes across , very relaxed , friendly and informative
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking early retirement
How has Jonathan Cox helped you?
He has clearly explained my options, with the benefits and possible consequences of each option
Have you seen the outcome you were hoping for?
Yes, I have
What could they have done better?
Nothing. I'm very pleased with the whole process
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice on investments and savings.
How has Jonathan Cox helped you?
Jonathan has helped in a number of ways, including setting up a new stocks and shares ISA, transferring part of my pension and helping set up a new life insurance policy.
Have you seen the outcome you were hoping for?
Yes, I have. Jonathan has been incredibly professional throughout.
What could they have done better?
There is nothing that comes to mind.
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get our finances sorted for a better future
How has Jonathan Cox helped you?
Jonathan has helped us understand how to invest our savings so that we can plan for our later life ,
Have you seen the outcome you were hoping for?
Yes we have seen the outcome we want up to now and hopefully it will keep going the same way
What could they have done better?
Nothing Jonathan has all ways been there for us
Review
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to combine my pension pots and move money from one pension to another.
How has Jonathan Cox helped you?
Jonathan helped to find me a new pension provider with lower costs, better returns and investments with a better risk profile and ethical standards. Jonathan took care of all the paperwork and explained everything to me very clearly and helpfully.
Have you seen the outcome you were hoping for?
Yes, I am already seeing the better returns on my investments and have less pensions pots to keep track of.