John's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 5 )
Pensions ( 69 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 23 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 24 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 30 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
( 1 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Repeat review
by a verified client in Devon
5 days ago
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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 and his team are always available to provide great advice. He and Dave have recently assisted with the transfer of my wife's pension to a high performing fund.
John:
Dear Joe, it is always pleasing to be useful! We were not surprised to see the situation with that pension plan. We quite often find that clients have poor performing pension plans, often plans that they've had for years. We are always prepared to assess such pension plans to see if we can improve that situation and find that usually we can. After all, for most people retirement is ahead of them, and they'll need to rely on their pension income for many years. Some will already retired and we can often improve their income. Keep well! JohnRepeat review
by a verified client in Oxfordshire
11 days ago
Overall
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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?
Advising on saving and spending.
John:
Thanks for the excellent review you gave. I am very pleased to see that and apologies for not responding straight away! We don't only advise on pensions and retirement income but also on savings and investment, as you know. Very best wishes to you both. JohnRepeat review
by a verified client in West Sussex
2 months ago
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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?
Drawdown to fund surgery
John:
Thanks for your review! Hope you are well and look forward to seeing you again soon. Best wishes JohnRepeat review
by a verified client in West Sussex
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 helped me by being available and happy to answer and explain regarding any queries I have. Thank you John
John:
Dear Mary Thanks for such a positive Vouchedfor review! Such a review is helpful for potential clients who have never used a financial adviser before, and I really appreciate it. I'm looking forward to seeing you again in the not too distant future. Happy New Year, by the way, not to mention a prosperous one! JohnRepeat review
by a verified client in London
5 months ago
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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 been a great help to me and my son looking forward with effective planning for the future.
John:
I really appreciate your taking the time to give such a good review. VouchedFor reviews do help others who are looking for a financial adviser. There is more to do about estate planning so as to reduce eventual Inheritance Tax, and I'll be in touch early in the New year to discuss this with you. I look forward to that! And I'm really pleased to be helping your next generation. It is even more satisfying to see the benefit of good planning on your part, eventually passing down the line, albeit not too soon I hope!