Jonathan Rowe

Jonathan Rowe

Pentagon Wealth

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