John's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 18 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 7 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
( 1 )
Up to £50k ( 1 )
Review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
DISCUSS MY PENSION
How has John Dunseath helped you?
WITH ADVISE ON MY PENSION
Have you seen the outcome you were hoping for?
FIRSTLY TO MEET HIM AND DISCUSS MY POLICY A FEW YEARS AGO 2ND,, TO SURRENDER MY POLICY AND ADVISE WHICH HE WAS VERY HELPFULL
What could they have done better?
NOTHING. THE GUYS SPOT ON POLITE UNDERSTANDING HELPFUL ADVISE THROUGHOUT
Review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous Financial Adviser left Kingswood.
How has John Dunseath helped you?
He advised on a suitable ethical portfolio and managed the transfer.
Have you seen the outcome you were hoping for?
Yes. I was keen to not be investing in companies contributing to climate change.
Review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of workplace pensions and needed advice on how to ensure they would work best for my future financial planning.
How has John Dunseath helped you?
John has been a great help to me. He has listened and understood my future goals, and has taken the time to review all my documents, and manage all communications on my behalf. He has also reviewed my circumstances on a regular basis to ensure my plans are on track.
Have you seen the outcome you were hoping for?
I am confident that the outcome will achieve my expectations, despite the current climate.
What could they have done better?
I do not think I could expect a better service.
Review
by a verified client in London
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
John works for a firm that has been a continuation of financial advisers for a number of years.
How has John Dunseath helped you?
John has been very knowledgeable about the issues concerning me. He has clearly spent much time researching my problems, come up with the right answers after due diligence and presented the anwers to my wife and myself with clarity and charm.
Have you seen the outcome you were hoping for?
absolutely.
What could they have done better?
I can not think of anything he could have improved on.
Review
by a verified client in South Yorkshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following retirement John handles my pension funds.
How has John Dunseath helped you?
Reinvested my funds.
Have you seen the outcome you were hoping for?
Market downturn has reduced my funds. John has assessed my needs and reinvested.
What could they have done better?
Reviewed earlier