John's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 5 )
Pensions ( 59 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 54 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 19 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 23 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
( 1 )
Up to £50k ( 2 )
Repeat review
by a verified client in Devon
2 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Pickles helped you since your last review?
Always responsive and helpful.
John:
Thanks for taking the time to give such a positive Vouchedfor review. It does help people who are looking for a financial adviser, but don't have any experience that they can rely upon to choose one. I look forward to seeing you and the rest of your troop soon and am very impressed by what you and your children have been able to achieve! JohnRepeat review
by a verified client in Oxfordshire
8 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Pickles helped you since your last review?
Effective advice especially by introducing my children in taking over savings. Works hard to make me and my children in understand what roads I should take in my finance planning.
John:
Thanks so much for the very positive review you gave me. I'm working on demonstrating to you the best guaranteed income you and your wife can have from your pension plan. That'll be by means of an annuity. It'll take a little time but will be well worth it! Best wishes JohnReview
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Own limited company and required pension advice
How has John Pickles helped you?
Set up my pension plan and consolidated everything into one flexible pension plan suitable for my retirement needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything so far has been very good
John:
Apologies. I pressed the wrong button and my PC decided to send an incomplete response! Anyway, thanks for the review. Rachel from Complaints is scheduled to deliver the Spring Statement on Wednesday, 26 March 2025, and no doubt she'll be trying her best to prevent the UK from going into recession whilst sticking with the very things that she imposed that have resulted in that potential decline. It'll need sheer genius to accomplish that. We'll be sending out our Budget Summary as usual. If there's anything in it you want to discuss just let me know! JohnReview
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited the investments of my late husband and was in need of a financial advisor. John has been recommended to me by a friend.
How has John Pickles helped you?
Since our first meeting John has continued to be extremely helpful in building up my portfolio. His knowledgeable advice has enabled me to understand and continue existing investments and choose new investments that best fit my needs.
Have you seen the outcome you were hoping for?
Yes, John has recommended a good platform where all my investments are now in one place, which makes it easier to manage. I feel my investments are in safe hands.
John:
Thank you so much for the great review you have just given. The investment world can be rather a mystery to anyone who is not familiar with it, and I'm always happy to explain it - how to avoid the mistakes that could be made, and so on. It is understandable why people worry when suddenly investment matters get dropped in their lap due to the loss of the partner they depended on, but it is best to deal with things step by step as you have done. Anyway, we've made great progress and I look forward to helping you and advising you on this kind of thing for years to come! JohnRepeat review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has John Pickles helped you since your last review?
John has continued to provide pension and investment advice. Also he has been helpful and supportive with advice following the death of my husband.
John:
Dear Clare Thank you for going to the trouble of submitting such a positive Vouchedfor review. Over the years during which we have been dealing with each other I can't think of any financial subject that we've not been able to discuss - even matters that don't necessarily involve specific advice from me. And of course I am now advising your next generation. The estate preservation planning that was put in place in recent years will be very effective! It's been a real pleasure and long may that continue. Very best wishes John