John's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 6 )
Pensions ( 76 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 51 )
Investments and Savings ( 64 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 26 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 42 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 17 )
£100k - £200k ( 6 )
Up to £50k ( 8 )
£50k - 100k ( 7 )
Review
by a verified client in Surrey
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on how to make my savings give me a better return in the long run
How has John Findlay helped you?
Advising me on what to do with pensions and investment platforms
Have you seen the outcome you were hoping for?
Yes
John:
Hi Sandra, Thank you for the lovely review. It has been a pleasure helping you with your planning and I look forward to helping you in the future, All the best, JohnReview
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has John Findlay helped you?
Looking at all options open to combine pensions, move money to better investments
Have you seen the outcome you were hoping for?
Too early to tell
John:
Hi Anette, Thank you for the review. Kind regards, JohnReview
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
,
How has John Findlay helped you?
/
Have you seen the outcome you were hoping for?
/
Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Separation, divorce, new job, new tax bracket and future planning .
How has John Findlay helped you?
An independent and professional sounding board was exactly what I needed to fine tune my plans for future and ground myself that I was on the right path . Specific and specialised advice regarding where and how to transfer pension credits from the divorce financial settlement was also given . Peace of mind for future knowing that John is there for any further advice or mentoring . John also was very withstanding and dealt very admirably with my upset and tears the first couple of sessions poor guy. By the 3rd session I was sorted emotionally !!!
Have you seen the outcome you were hoping for?
Yes. I have clarity on my future financial situation .
What could they have done better?
Nothing!! Very pleased with John's advice and support given from Mo too.
John:
Hi Sarah, Thank you for your wonderful review. It was a pleasure to be able to help you with everything and I am so glad it is all now on track. I look forward to talking to you soon. All the best, JohnReview
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have always been with Bray financial services and then needed advise on our inheritance
How has John Findlay helped you?
John has helped us with our retirement plans and invvestments for many years to our satisfaction
Have you seen the outcome you were hoping for?
We have been very satisfied with the outcome
John:
Dear Helen, It has been a pleasure helping you over the years, thank you for such a lovely review. All the best, John