Jonathan's reviews
Reviewed for
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 22 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 22 )
Financial Mentoring ( 5 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in West Yorkshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not knowing what to do with my money
How has Jonathan Allen helped you?
Really clear and happy to discuss all our random queries!
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retired
How has Jonathan Allen helped you?
Exceptionally well
Have you seen the outcome you were hoping for?
Better than anticipated
What could they have done better?
Very little, if at all
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A death in the family
How has Jonathan Allen helped you?
Investing my money carefully
Have you seen the outcome you were hoping for?
Yes
Repeat review
by a verified client in North Yorkshire
2 months 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?
We have confidence in him to trust his advice and follow his recommendations.
Repeat review
by a verified client in North Yorkshire
2 months 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?
Jon has been supportive and helpful throughout the period since the last review. We have looked at pension and financial planning. Jon's advice ahs always been clear and reasoned. Additionally, Jon has advised my partner on her retirement plans. She has been very anxious about retirement finances. Jon has done a great job in advising her in a way that she felt she understood what was needed and why without feeling talked down to. This made a great deal of difference.