Jon's reviews
Reviewed for
Insurance and Protection ( 20 )
Mortgages ( 1 )
Pensions ( 58 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 1 )
Investments and Savings ( 53 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 18 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 25 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 24 )
£200k - £500k ( 10 )
£100k - £200k ( 7 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
Repeat review
by a verified client in Devon
a month 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?
Through significant change and as our family grows, Jon has been incredibly helpful with helping us make our financial decisions. I’m confident our money is where it should be and Jon is always on hand with any queries we may have.
Repeat review
by a verified client in Essex
3 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 offer a first class service.
Repeat review
by a verified client in Hampshire
3 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?
The last period was one of considerable financial uncertainty, with many rumours aout what was going to happen in the budget. Jon helped me keep a steady eye on the long-term and maintain confidence in his ability to steer me in the right direction. It has worked for the last 15 years - I'm sure it will continue to work under his careful eye.
Repeat review
by a verified client in Lancashire
5 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
5 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