John's reviews

Reviewed for

Insurance and Protection ( 11 )

Mortgages ( 6 )

Pensions ( 76 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 52 )

Investments and Savings ( 65 )

Pension Transfers - Non Specialist ( 25 )

Inheritance Planning ( 27 )

Long Term Care ( 15 )

Pension Transfers - Specialist ( 12 )

Financial Planning ( 43 )

Financial Mentoring ( 4 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 14 )

£200k - £500k ( 17 )

£100k - £200k ( 6 )

Up to £50k ( 8 )

£50k - 100k ( 7 )

Review

by a verified client in Cambridgeshire

2 months ago

Overall

Advice

Service

Value

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

Expert advice to secure my financial future

How has John Findlay helped you?

Solid advice

Have you seen the outcome you were hoping for?

Yes . I am retired and have no financial concerns

What could they have done better?

N/a

John:

Dear Simon, Thank you very much for your kind review, it is much appreciated.
First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with John

John called when said. Listened and answered my questions honestly. We concluded he was unable to help with my particular requirements.

Review

by a verified client in Surrey

a year 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, John
Review

by a verified client in Surrey

a year 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, John
Review

by a verified client in Surrey

a year 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?

/