Jonathan's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 6 )
Pensions ( 32 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 15 )
Auto Enrolment ( 1 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 5 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 7 )
£100k - £200k ( 1 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Jonathan
He was lovley, straight forward and very easy to speak with. Was a pleasure !
Review
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Jonathan Rowe was highly recommended to me by my partner who has used his services for over 9 years and we feel he is extremely knowledgeable within his field (which has been proven by the financial returns my partner has achieved )
How has Jonathan Rowe helped you?
I have found him to be informative and always available for advice, when needed.
Have you seen the outcome you were hoping for?
My investments are well managed by Jonathan Rowe and are have now substantially increased under his management.
What could they have done better?
Nothing
Review
by a verified client in London
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wasn’t happy with last advisor
How has Jonathan Rowe helped you?
In financial advice and planning
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have had an adviser for many years but felt they were not giving a good service
How has Jonathan Rowe helped you?
He has done everything he said he would do He explains everything in a way that can be understood, has patience when something is not understood and replies to queries very quickly
Have you seen the outcome you were hoping for?
Yes. Wet much so
What could they have done better?
Nothing
First impression
by a VouchedFor user
8 months ago
Overall
Please provide a brief comment about your experience with Jonathan
Jonathan was very helpful . I asked Him a lot of questions regarding Pension He help and explained