Jonathan's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 39 )
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 )
£50k - 100k ( 3 )
Up to £50k ( 12 )
Review
by a verified client in Cumbria
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Only have a private ISA and NHS pension and wanted to get more from my money and feel more financially secure for retirement
How has Jonathan Cox helped you?
Provided advice and guidance, recommended services that suited my risk tolerance and that I was happy with
Have you seen the outcome you were hoping for?
tentative - still new, and this is a long term investment
What could they have done better?
Nothing. The appointment was when it was convenient for me. It was in my own home so I felt comfortable. I felt heard, I could ask questions. Jonny went at a pace and level of information that was the right fit for me. I never felt pressured. Truly excellent as I was apprehensive before starting.
Review
by a verified client in Cumbria
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Review pension
How has Jonathan Cox helped you?
Organise my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to know what progress my private pensions were making.
How has Jonathan Cox helped you?
Jonathan has advised and moved my private pensions to make the best investment for my future. It was done easily and explained to me in terms that I would understand by using graphs etc so I could see what progress would be made. I was made to feel very comfortable and am confident that Jonathon has given me the best advice possible.
Have you seen the outcome you were hoping for?
I knew my pensions would have to be merged together. Now it’s a waiting game to see how well they do in the next 10 years.
What could they have done better?
I don’t think I could have asked for anything better, 100% service was given. Jonathan covered everything that I asked for, I have already recommended his services to family and friends that are in the same predicament.
Review
by a verified client in Northumberland
3 months 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
3 months 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