Richard's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 10 )
Equity Release ( 31 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 15 )
Long Term Care ( 1 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£100k - £200k ( 2 )
Up to £50k ( 17 )
Review
by a verified client in Merseyside
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Richard Jones helped you?
Pension Transfer
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Merseyside
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Large IHT issue on my estate, wanted questions answered and to understand more on gifting
How has Richard Jones helped you?
Very informative, as this is his area of expertise as well. I am taking him up on his appraisal. Fees reasonable and as expected for the work involved.
Have you seen the outcome you were hoping for?
Yes very pleased.
What could they have done better?
Nothing. Updates well, after care excellent.
Richard:
Many thanks Gorgi, much appreciate your time in leaving a review for me. See you both again very soon, RichardReview
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had several pension pots that needed consolidating.
How has Richard Jones helped you?
Help consolidate the pensions that needed to be consolidated and simplifed the others. Everything kept on one place in which I can view, Really happy, and very knowledgeable advice.
Have you seen the outcome you were hoping for?
Yes, pleased.
What could they have done better?
Richard was excellent, no improvements suggested.
Richard:
Thanks for your time in leaving a review George, much appreciated. Kind regards and see you soon, RichardRepeat review
by a verified client in Cheshire
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Richard Jones helped you since your last review?
Always gives good advice.
Richard:
Hi Angela, Many thanks for your time to leave a review, it is really kind. I hope you and your family are all well, and if you need anything or have any questions, please give me a call. Kind regards RichardReview
by a verified client in Staffordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had been considering equity release for some time but unsure as to who to trust for independent advice. Richard was recommended by a family member having guided them through the same process. His recommendations and independent advice of all aspects relating to our finances were invaluable throughout the whole process. Equally, he took the time and trouble to keep in contact throughout the whole process keeping us updated and aware of any potential problems or queries.
How has Richard Jones helped you?
Richard Jones went to great lengths to explain each step of the process in a professional and understandable manner.
Have you seen the outcome you were hoping for?
Thanks to Richard and his recommendations every step of the process was undertaken by professionals in their own expertise.
What could they have done better?
Nothing
Richard:
Thanks Chris, much appreciated. If you need anything, please give me a call. Richard