Jason's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 16 )
Pensions ( 84 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 7 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 6 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 14 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 22 )
£100k - £200k ( 11 )
£50k - 100k ( 9 )
Up to £50k ( 20 )
Review
by a verified client in Devon
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited some money from my Mother. Also I had some small pension pots I didn't know what to do with.
How has Jason Mountjoy helped you?
Advised me on reliable investment plans, appropriate to my age and circumstance approaching retirement. He helped me assess my approach to risk. And checked on longer term plans.
Have you seen the outcome you were hoping for?
Yes. The performance has been very much as Jason has forecast, and has met my expectations.
What could they have done better?
Nothing. I feel in control of my finances. I am not pushed to do things I would feel uncomfortable about. I am kept informed of the status in an easy to understand format. And it all seems to work. Very happy.
Review
by a verified client in Berkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needs help for directors pensions
How has Jason Mountjoy helped you?
Jason managed to make sense of our chaos and now we feel at ease
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Review
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After a career of over 40 years in finance where I had no financial adviser, I realized when I retired that I needed a financial adviser who understood precisely what I was looking for and where I needed advice and assistance.
How has Jason Mountjoy helped you?
Jason has helped us immeasurably in navigating the change for our financial aims, from a focus on capital growth while I was employed, to a situation where income became the priority.
Have you seen the outcome you were hoping for?
Absolutely 100%.
What could they have done better?
There is nothing at all he could have done better - my wife and I are delighted with the advice we have received so far.
Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a financial adviser for sorting my pensions out.
How has Jason Mountjoy helped you?
Jason has always been very informative and caring with his advice. I feel that he has the clients interest at heart and always gives you the best advice.
Have you seen the outcome you were hoping for?
Jason has helped me and my husband on several occasions with our pensions and we have always received the outcome we were hoping for.
What could they have done better?
There is nothing Jason could do better in my opinion as he has always been so helpful and patiently listens to my questions and I always value his advice.
Review
by a verified client in Cornwall
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Multiple pensions and looking for simplification and to provide for daughter
How has Jason Mountjoy helped you?
Balanced opinion, no pressure and sensible approach
Have you seen the outcome you were hoping for?
In flight, still moving funds but likely to make use of fund in next short while. Expect flexibility will assist
What could they have done better?
N/A