Johnny's reviews
Reviewed for
Insurance and Protection ( 11 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
Reviewers' assets
£200k - £500k ( 4 )
£100k - £200k ( 2 )
Up to £50k ( 6 )
£50k - 100k ( 2 )
Review
by a verified client in Durham
19 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Starting a new management role and required invome protection, which lead to a converstion on my current pension scheme and the fund.
How has Johnny Haram helped you?
He helped me secured a reasonably priced protection.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to make better use of my ISA allowance and wasn't sure that I was getting the best value on my then investments. I also wanted to be able to speak to someone in person, preferably in a branch.
How has Johnny Haram helped you?
He went through my ISA's very carefully and showed me how it could be improved upon. He explained everything in full and made sure that I understood everything.
Have you seen the outcome you were hoping for?
It's a bit early to comment on that as I am just in the process of transferring funds over. Ask me in a couple of years!
What could they have done better?
At the mpment I can't think of anything
Review
by a verified client in North Yorkshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Age
How has Johnny Haram helped you?
Advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
It all came about at the right time and i feel confident about everthing . Covered everthinh
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice about two personal pensions.
How has Johnny Haram helped you?
He helped with advice.
Have you seen the outcome you were hoping for?
early days
What could they have done better?
early days.
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to review pensions
How has Johnny Haram helped you?
Gave information on what was best for me for future planning
Have you seen the outcome you were hoping for?
Yes knowledge and friendly excellent advice
What could they have done better?
Nothing