John's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 5 )
Pensions ( 69 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 44 )
Investments and Savings ( 63 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 24 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 25 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
( 1 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Repeat review
by a verified client in London
14 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?
After making some changes to my Bond I could not understand how the platform worked and the complicated fees and tricky timings affecting the value of the Bond. John had to do a very thorough work to translate all that into an explanation that satisfied me.
John:
Dear Isabelle Many thanks for your great review, which I really appreciate. Vouchedfor reviews are important as they enable other people who are looking for a financial adviser to get an impression about our firm. Fortunately we do have the capacity to take on a small number of new clients at the moment although we would not want to take on too many - we always want to be able to deliver a good service to existing clients such as yourself!Repeat review
by a verified client in London
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?
Ongoing advice and supervision of our investment portfolios
John:
Thanks so much for the VouchedFor Review you left recently. It helps other people get an idea of what you could expect from me. Our next steps are to advise you on how best to invest the proceeds that you received recently as well as considering how best to minimise the eventual Inheritance Tax that would eventually become due on your joint estate. There is little point in the Taxman being the largest beneficiary, rather then your two sons and their families! Regards and thanks again. JohnRepeat review
by a verified client in Devon
4 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?
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
4 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?
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
6 months ago
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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?
Drawdown to fund surgery
John:
Thanks for your review! Hope you are well and look forward to seeing you again soon. Best wishes John