Jonathan's reviews
Reviewed for
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 11 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 9 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in North Yorkshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The advent of retirement drove the need for sound fiscal advice
How has Jonathan Allen helped you?
With everything from the planning , the what ifs, and then the execution of the plan.
Have you seen the outcome you were hoping for?
Yes, we feel confident going forward
What could they have done better?
I don't really think there is anything
Review
by a verified client in Yorkshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial / investment advise
How has Jonathan Allen helped you?
Good, in-depth professional advise
Have you seen the outcome you were hoping for?
Yes, greatly
What could they have done better?
A little more care in compiling the facts for my report
Repeat review
by a verified client in North Yorkshire
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jonathan Allen helped you since your last review?
Jonathan has continued to advise me on drawdown and offered useful alternatives. I have been happy with the results. I will be happy to continue to work with Jonathan.
Repeat review
by a verified client in West Yorkshire
17 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Jonathan Allen helped you since your last review?
Yes Jonathan has helped me since my last review. I was having doubts about my Pru investments and thought about changing them. Johnathan looked into the matter for me and was able to reassure me that the Pru was turning around and improving. Johnathan has helped me understand inheritance tax and after reviewing my assets has suggested how I can avoid paying inheriance tax by 'signing over ' some of my assets now.
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Putting money into our pensions
How has Jonathan Allen helped you?
Jonathan has looked through our situation, and given good advice on how best to cater for our long term needs
Have you seen the outcome you were hoping for?
We are happy with the outcome so far
What could they have done better?
We are pleased with how our pensions and investments are going, so at the moment we don't see any areas where better advice could have been given