Jonathan's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 6 )

Pensions ( 88 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 88 )

Investments and Savings ( 101 )

Pension Transfers - Non Specialist ( 18 )

Inheritance Planning ( 48 )

Long Term Care ( 24 )

Pension Transfers - Specialist ( 12 )

Financial Planning ( 71 )

Financial Mentoring ( 20 )

Financial Coaching ( 8 )

( 1 )

Reviewers' assets

£500k+ ( 34 )

£200k - £500k ( 24 )

£100k - £200k ( 4 )

( 1 )

Up to £50k ( 4 )

£50k - 100k ( 2 )

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Jonathan

Very courteous and helpful introductory meeting.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Jonathan

So far so good! A thorough exploratory meeting.

Repeat review

by a verified client in Oxfordshire

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 Hunt helped you since your last review?

It feels like a security blanket knowing we have excellent help and advice to hand. Always a very prompt friendly service if we have the slightest query.

Review

by a verified client in Shropshire

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Retirement planning and general investment options

How has Jonathan Hunt helped you?

With Jonathan's care our savings and investments have grown sufficiently for my wife and I to enjoy our desired lifestyle while also allowing us to be confident of a secure future and inheritance for our children

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything - I am happy with Jonathan's services

Repeat review

by a verified client in Oxfordshire

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Jonathan Hunt helped you since your last review?

Keeping me abreast of legislative and other changes that have a potential impact on my investments

Jonathan:

Graham - Many thanks for your kind words. Jonathan