Jonathan's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 13 )
Pensions ( 13 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 6 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Up to £50k ( 10 )
£50k - 100k ( 2 )
Review
by a verified client in Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Jonathan Myers helped you?
Set up our pensions and ISA which we are really satisfied with
Have you seen the outcome you were hoping for?
I will as soon as I take the early retirement I desire
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving house and required a financial advisor to assist with Mortgage and pension
How has Jonathan Myers helped you?
Always gives genuine advise and very personable and professional.
Have you seen the outcome you were hoping for?
Yes. I have seen my pension increase and advised with a good mortgage option.
What could they have done better?
Nothing
Review
by a verified client in West Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Jonathan Myers helped you?
Advice relating to planning my investments and drawdown arrangenents for my retirement years
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in West Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement advice and financial planning
How has Jonathan Myers helped you?
Given advice on pension investment.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing all advice has been very helpful
Review
by a verified client in West Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pooling pension pots and financial planning
How has Jonathan Myers helped you?
Jonathan is a smart strategic and creative advisor. With his down to earth and steadfast support I've been able to really confidently plan into the future. I'm very grateful to have him in my life!
Have you seen the outcome you were hoping for?
Yes and more.
What could they have done better?
Nothing