John's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 1 )
Pensions ( 103 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 92 )
Auto Enrolment ( 1 )
Investments and Savings ( 135 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 49 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 92 )
Financial Mentoring ( 13 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 45 )
£200k - £500k ( 36 )
£100k - £200k ( 13 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in Surrey
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice when we set up our business in 1985
How has John Aubrey helped you?
The transfer to John has been very recent as he has taken over from Bob Bradley recently. Our initial meeting was very useful.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing!
Review
by a verified client in Middlesex
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted someone who would look after my pension and ISA's whom i could trust.
How has John Aubrey helped you?
John has continued with the same advice i received from his predecessor, Mr Bob Bradley.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am satisfied as to how my financial affairs have been handled.
Review
by a verified client in Kent
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had many pensions from different employers and was recommended by a colleague to us John
How has John Aubrey helped you?
Yes, massively
Have you seen the outcome you were hoping for?
Absolutely
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?
John was introduced to me by my former IFA, who was retiring.
How has John Aubrey helped you?
Transferred my pension fund to a new fund manager. Arranged for me to put more money into the fund, and to make one withdrawal. General discussion on other personal finance topics.
Have you seen the outcome you were hoping for?
No. The fund performed poorly. John has advised me to switch to another fund, which we are doing at present. .
What could they have done better?
Obviously it would have preferable if the fund had performed better! Otherwise I have no complaints
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help with our Financial planning and to grow our Portfolio
How has John Aubrey helped you?
John has a huge amount of empathy and understanding of our needs , he is helping us greatly for the future and I truly believe that he cares about our future without worrying about finances.
Have you seen the outcome you were hoping for?
YES %
What could they have done better?
Not support Wales :-) But seriously John is an asset to Bellpenny and we would be lost without him