Jonathan Bissett

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

Seeking advice to plan for retirement

How has Jonathan Bissett helped you?

Provided an indication of income we can expect and impact of changes in returns. Advised on suitability of current pension providers, pointing out both benefits and weaknesses resulting proposing alternative options that better meet our risk appetite and future requirements

Have you seen the outcome you were hoping for?

Early days yet in terms of performance of new provider, but Jon has been extremely helpful and clear in explaining options. He has also been very open about services he is able to offer with no feeling of hard sell. Overall a really good experience.

What could they have done better?

Nothing springs to mind.

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

Current pensions were not bringing in good returns from previous providers

How has Jonathan Bissett helped you?

Very clear professional advice

Have you seen the outcome you were hoping for?

I have just transferred my pensions to his company. Will not know the outcomes for at least a year

What could they have done better?

Nothing that I can think of. I was very happy with the service Jonathan provided

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

I have been with Prosser Knowles fir over 30 years, Jonathan has been looking after us for the last 7 years Mortgage and pensions

How has Jonathan Bissett helped you?

Jonathan has helped with our mortgage and my private pension

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing. Always receive a friendly professional service

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.