Jon's reviews

Reviewed for

Insurance and Protection ( 19 )

Mortgages ( 1 )

Pensions ( 56 )

Retirement income (annuities, drawdown) ( 29 )

Auto Enrolment ( 1 )

Investments and Savings ( 51 )

Pension Transfers - Non Specialist ( 16 )

Inheritance Planning ( 17 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 22 )

Financial Mentoring ( 5 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 22 )

£200k - £500k ( 10 )

£100k - £200k ( 7 )

£50k - 100k ( 3 )

Up to £50k ( 3 )

Repeat review

by a verified client in Lancashire

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Jon Doyle helped you since your last review?

Jon continues to provide a first rate service and my pension funds are consistently doing well.

Repeat review

by a verified client in Derbyshire

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Jon Doyle helped you since your last review?

Managed my funds well

Repeat review

by a verified client in Lancashire

10 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Jon Doyle helped you since your last review?

Jon takes time to find out what our current situation is, what changes have happened since our last review and what our current goals/concerns are, before suggesting or advising on future investments or moves within our portfolio

Repeat review

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Jon Doyle helped you since your last review?

Advised me and given me good news with regards my pension fund.

Repeat review

by a verified client in Hampshire

a year ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Jon Doyle helped you since your last review?

Yes