Jonathan Bissett

What were the circumstances that caused you to initially look for an adviser?

Management of my finances. Had used Prosser Knowles in the past

How has Jonathan Bissett helped you?

He accommodates the time of review meeting most convenient for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think they are giving a fabulous, bespoke personal service

What were the circumstances that caused you to initially look for an adviser?

My current advisor is not local to me therefore I wanted to seek an advisor that was more accessible.

How has Jonathan Bissett helped you?

Jonathan provided detailed analysis to help me make an informed decision with regard to my private pension.

Have you seen the outcome you were hoping for?

Based on the information provided and discussions with Jonathan I felt I had all the necessary knowledge and information to aid my decision making regarding my pension.

What could they have done better?

I was very happy with the data provided during face to face meetings.

What were the circumstances that caused you to initially look for an adviser?

We had been muddling along with various employer pensions and schemes but realised that as we approached retirement in under 10 years it was time to do something more sensible about pensions. As we had created our own business we also needed to know what could be done in terms of contributions into a new consolidated scheme

How has Jonathan Bissett helped you?

Jonathan has provided good advice and has always been most helpful with making changes and focusing us on the long term

Have you seen the outcome you were hoping for?

If we haven't it isn't Jonathan's fault we had an energy crisis, Covid and a Ukranian war! We feel he has helped us protect our pension from such effects as much as possible

What could they have done better?

I am not convinced he could have done any better - he is not the cause of turbulent financial situations; rather he is part of steering us through them

What were the circumstances that caused you to initially look for an adviser?

The realisation that we have to take care of our future as we get older.

How has Jonathan Bissett helped you?

Jonathan has consistently given us straightforward and sound advice

Have you seen the outcome you were hoping for?

Yes although we have to accept that Jonathan doesn't have personal influence on the financial markets

What could they have done better?

There isn't anything that Jonathan should have done differently, I am very happy with the way that Jonathan has helped us.

What were the circumstances that caused you to initially look for an adviser?

Sold house and needed to invest. The money for the longer term. A pension transfer.

How has Jonathan Bissett helped you?

1. Advised and set up a general investment account in managed funds and stocks and shares ISA. 2. Transferred pension into a new pension scheme.

Have you seen the outcome you were hoping for?

Yes once taking into account market conditions

What could they have done better?

Nothing as regards the level of customer service which has been very good. Would have liked the portfolio of funds that are invested in to have performed better

What were the circumstances that caused you to initially look for an adviser?

I have been with Jonathan's Company for many years and appreciate the services of an independent financial adviser

How has Jonathan Bissett helped you?

Giving good, regular and easily understandable advice on how world markets affect the individual

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

What were the circumstances that caused you to initially look for an adviser?

We Have been with Jonathan's Company for many years and we value the advice and service of an independant adviser

How has Jonathan Bissett helped you?

Very clear explanations and patience when explaining complex financial issues

Have you seen the outcome you were hoping for?

Yes and expectations have been exceeded

What could they have done better?

Nothing I can think of

What were the circumstances that caused you to initially look for an adviser?

needed to invest

How has Jonathan Bissett helped you?

he has just been there to assist with any queries we may have, any time of the day. A genuinely nice guy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

maybe a 6 monthly check in

What were the circumstances that caused you to initially look for an adviser?

Known Jon since he started at PK, his industry knowledge and customer focus is second to none - would throughly recommend Jon

How has Jonathan Bissett helped you?

Pensions/Mortgages

Have you seen the outcome you were hoping for?

100%

What could they have done better?

No

What were the circumstances that caused you to initially look for an adviser?

Wanted financial advice after death of husband

How has Jonathan Bissett helped you?

All sorted,

Have you seen the outcome you were hoping for?

Yes, money safely tucked away.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Needed financial advisor following death of my father

How has Jonathan Bissett helped you?

My mother and I searched locally for an advisor after my father died. Going on local recommendations and trusted online reviews we found Jonathan. We instantly trusted this young gentleman who is polite friendly and professional without the sales-rep smarminess often found in his profession. He explained we had my mother's money in one high risk account and that we should spread it for safety. Everything he has done has reassured us that we are in good hands. All of the investments are financial authority protected so we are not worried about being scammed. We shall certainly be happy to write another review a year down the line and are happy in a our dealings with this very likeable young gentleman.

Have you seen the outcome you were hoping for?

Yes - portfolio set up

What could they have done better?

Nothing!

What were the circumstances that caused you to initially look for an adviser?

Pension review

How has Jonathan Bissett helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I know of

What were the circumstances that caused you to initially look for an adviser?

I am getting closer to retirement and needed to ensure my pension was invested in the best place

How has Jonathan Bissett helped you?

Jon has helped me transfer my pension to achieve a better return

Have you seen the outcome you were hoping for?

Not yet too I have only just completed the transfer

What could they have done better?

I think everything was spot on. Jon kept me informed during the whole process. Very pleased.

What were the circumstances that caused you to initially look for an adviser?

Retirement date approaching

How has Jonathan Bissett helped you?

Jonathan provided advice and quotations so I could explore all the pension options available to me

Have you seen the outcome you were hoping for?

Yes. Jonathan's advice enabled me to make the best decision for my personal circumstances

What were the circumstances that caused you to initially look for an adviser?

My pension was not performing

How has Jonathan Bissett helped you?

He helped me to understand how i could get a better return from my pension

Have you seen the outcome you were hoping for?

So far it is exceeding expectation

What were the circumstances that caused you to initially look for an adviser?

I needed to start a pension that worked for me.

How has Jonathan Bissett helped you?

He gave me sound advice as to which pathway suited me best.

Have you seen the outcome you were hoping for?

Too soon to say. I have made an investment into a pension, I don’t expect to see the results for a few years yet.

What could they have done better?

No - he is succinct and efficient.

What were the circumstances that caused you to initially look for an adviser?

Pension review

How has Jonathan Bissett helped you?

Jonathan helped us to review our pensions, understand them and ensure they best suit our current and future needs

Have you seen the outcome you were hoping for?

We now have more confidence that our pension provision will meet our needs

What were the circumstances that caused you to initially look for an adviser?

Originally I wanted to condense a number of pensions accumulated through my working life, into a single one.

How has Jonathan Bissett helped you?

Jonathan helped getting various pensions into one scheme, not only making things easier for me, but also ensuring a better overall return. He is also helping in making suitable plans for my upcoming etirement.

Have you seen the outcome you were hoping for?

The outcome has been better than I had hoped, despite recent 'turbulent' times, and I am confident my future plans will be similar.

What could they have done better?

I cannot think of anywhere, within the control of Jonathan, that anything could have been improved.

What were the circumstances that caused you to initially look for an adviser?

Looked for an advisor to support me in developing my investments and plan for the future.

How has Jonathan Bissett helped you?

Jonathan has guided me to choose the best route to invest my money, and has also given extremely useful advice in terms of how to manage my money and saving effectively for future purchases such as a house or car. Jonathan is always happy to talk and listens to my concerns as well as my opinions and what I think might be best.

Have you seen the outcome you were hoping for?

So far I've seen positive outcomes of my investments and I appreciate that this will grow further over time.

What were the circumstances that caused you to initially look for an adviser?

I need a advisor to manager of a personal SIPP

How has Jonathan Bissett helped you?

Jontahan has helped with the administration of the managing a SIPP and advised on the investment of cash the SIPP holds

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not applicable

What were the circumstances that caused you to initially look for an adviser?

Not happy with my existing FA

How has Jonathan Bissett helped you?

Offered sound investment advise

Have you seen the outcome you were hoping for?

yes A+

What could they have done better?

I do not think so

What were the circumstances that caused you to initially look for an adviser?

Confirmation that we were the right track re wealth management. What changes / fine tuning needs to happen to improve our position. Ongoing wealth management which protects our investments along with growth

How has Jonathan Bissett helped you?

Jonathan has helped by ensuring we are are on the right track re wealth management ensuring that investments are managed to our chosen attitude to risk and achieve growth as much as possible.

Have you seen the outcome you were hoping for?

Outcomes so far have been very encouraging

What could they have done better?

So far we are pleased with services provided

What were the circumstances that caused you to initially look for an adviser?

My husband and I were looking to move house.

How has Jonathan Bissett helped you?

Jonathan outlined our options thoroughly; he was incredibly knowledgeable, patient and understanding.

Have you seen the outcome you were hoping for?

Absolutely and more; having financial advice gives you peace of mind. We can rest easy and know our options.

What could they have done better?

The service we received was absolutely outstanding, and still continues.

What were the circumstances that caused you to initially look for an adviser?

We were looking to move house and wanted to some advice on our mortgage and finances.

How has Jonathan Bissett helped you?

Jonathan was incredibly helpful and answered all of our questions with patience and genuine care. He managed to get us a great deal on our current mortgage and we look forward to using him again.

Have you seen the outcome you were hoping for?

Absolutely, we could not be happier with the service we were provided and the outcome we received.

What could they have done better?

Absolutely nothing. Jonathan was fantastic in all that he did for us and I would highly recommend him.

What were the circumstances that caused you to initially look for an adviser?

I needed advice regarding amalgamating my pensions as well as renewing my mortgage.

How has Jonathan Bissett helped you?

Jonathan is one of the most professional and genuine people I have ever dealt with. The level of service and courtesy shown towards my family and I was exceptional. I also felt he put our needs first rather than looking for monetary reward for himself. Jonathon also came highly recommended from several other people who I know are extremely happy with the service and advise he provides for them.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing, Jonathan's service was exceptional.

What were the circumstances that caused you to initially look for an adviser?

I was not 100% satisfied with my previous adviser as the reviews were infrequent at best and failed to contain any real detail or advice. This has been totally the opposite now that Jon is in my camp!

How has Jonathan Bissett helped you?

Jon has helped me tremendously with financial planning and financial management, resulting in me being able to retire much earlier than I ever hoped to.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing

Please provide a brief comment about your experience with Jonathan

Very clear with his information, he helped me understand my situation easily and what steps I should be taking. Good communication and we met up very quickly. Really happy with the service.

What were the circumstances that caused you to initially look for an adviser?

CURRENT PENSION WAS NOT GOOD

How has Jonathan Bissett helped you?

ADVISED ON WHERE TO PUT IN PLACE A NEW PENSION AND HOW THIS WORKS

Have you seen the outcome you were hoping for?

YES SO FAR

What could they have done better?

ALL OK

What were the circumstances that caused you to initially look for an adviser?

Divorce and pension sharing.

How has Jonathan Bissett helped you?

Jonathan has a way of explaining the difficult or totally unknown topics to me in a simple and concise way. Communication with him is very easy as he replies to every single email referring to every questions I asked. The zoom calls were very relaxed and friendly, too. I feel confident and comfortable about asking him for advice on future investments.

Have you seen the outcome you were hoping for?

He has done everything necessary for now and we are just waiting for the transfer to be completed.

What were the circumstances that caused you to initially look for an adviser?

My wife and I were looking to take out some life and critical illness cover to cover a new mortgage.

How has Jonathan Bissett helped you?

John explained all the different varieties of life cover and provided us with a several different quotes. He went through the different quotes with us explaining any subtle differences and also provided us with options to not only match our cover requirements but also our budget restrictions. John took us through the application process and made it all extremely simple. He was also great at keeping us in the loop.

Have you seen the outcome you were hoping for?

Yes definitely! Both my wife and I now have suitable cover in place.

What could they have done better?

John was excellent, he couldn't have improved at all.

What were the circumstances that caused you to initially look for an adviser?

Making sure my private pension was working for me

How has Jonathan Bissett helped you?

Changed to a flexible plan

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Jonathan

We found Jonathan extremely helpful, clear and precise..

What were the circumstances that caused you to initially look for an adviser?

Concerns over previous financial adviser and independence of advice

How has Jonathan Bissett helped you?

Tremendously! Jon's advice is always well thought through. He is honest in his appraisal of the situation, even if this may not be what the client wants to hear and he always has the clients best interests at the forefront of his advice.

Have you seen the outcome you were hoping for?

Yes - and more!

What could they have done better?

Jon could not have done any better.

What were the circumstances that caused you to initially look for an adviser?

I had money to invest after the sale of a property

How has Jonathan Bissett helped you?

He recommended investments that suited my needs

Have you seen the outcome you were hoping for?

So far so good!

What could they have done better?

I am totally satisfied with the service I have received.

What were the circumstances that caused you to initially look for an adviser?

We were not satisfied with our previous provider.

How has Jonathan Bissett helped you?

He explained our options, answered any questions we had and helped us make informed decisions about our finances. Jonathan updates us on our investments annually with a face to face meeting, we also receive quarterly statements. I would have no hesitation is recommending Jonathan he is trustworthy, knowledgeable and always there to help and advise us when needed, I just wish we’d used him sooner.

Have you seen the outcome you were hoping for?

Yes definitely exceeded our expectations.

What were the circumstances that caused you to initially look for an adviser?

Mortgage and pensions

How has Jonathan Bissett helped you?

Jonathan is very professional and has helped me for many years with my pension and mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Absolutely nothing. Very professional and personal service

What were the circumstances that caused you to initially look for an adviser?

Investment

How has Jonathan Bissett helped you?

Just friendly when needed and when we were unsure of things

Have you seen the outcome you were hoping for?

yes considering there was a pandemic

What could they have done better?

Nothing under the situation of the country

What were the circumstances that caused you to initially look for an adviser?

House move/mortgage

How has Jonathan Bissett helped you?

Jonathan visited us at home and spent time going through everything with us. He answered all of our questions thoroughly and made us feel at ease throughout our meetings

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing, I couldn't fault anything!

What were the circumstances that caused you to initially look for an adviser?

We were uncertain exactly what to do with a number of pension 'pots'.

How has Jonathan Bissett helped you?

Jonathan helped us find the best solution in combining the different pensions we had between us.

Have you seen the outcome you were hoping for?

Yes, the results have performed far better than anything we had in the past, and even during the recent 'uncertainties', continue to perform extremely well.

What were the circumstances that caused you to initially look for an adviser?

My previous Wealth Management company who I had been with for nearly 20 years became more interested in their fees rather than the personal touch.

How has Jonathan Bissett helped you?

Jonathan has helped with two mortgage switches and also given a great insight in to the pension I have with PK. He is a great asset to the company

Have you seen the outcome you were hoping for?

100% yes

What could they have done better?

No

Please provide a brief comment about your experience with Jonathan

Very Down to earth and knowledgeable, Highly Recommend!

What were the circumstances that caused you to initially look for an adviser?

I needed an IFA to manage my pension initially, but Jonathan has been incredibly helpful with mortgage advice too, sourcing a mortgage to meet my individual needs.

How has Jonathan Bissett helped you?

Jonathan sorted out a pension transfer, and planning for the future, along with sorting out a mortgage in an urgent situation.

Have you seen the outcome you were hoping for?

Yes, very happy with the help and advice!

What could they have done better?

Nothing.