Jonathan's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 8 )
Pensions ( 44 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 1 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 9 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 19 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 9 )
£100k - £200k ( 7 )
Up to £50k ( 5 )
£50k - 100k ( 5 )
Review
by a verified client in Herefordshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Jonathan was recommended to us when our previous adviser retired. He has looked after our investments, mortgage, pension etc. for nearly 20 years.
How has Jonathan Whittle helped you?
He has guided us through pensions and retirement, provided very effective investments and provided a friendly and often wry take on the world of finance. His knowledge is exhaustive and he is always ready to give freely of it.
Have you seen the outcome you were hoping for?
Emphatically, yes.
What could they have done better?
We cannot think of anything that he could have done better, He has been helpful, responsive and friendly.
Jonathan:
Hello Chris, Thank you so much for taking the time to leave a review and comments about my advice and service to yourself and your family. Working with you has always been a true pleasure and I look forward to seeing you again soon. Kind regards JonathanReview
by a verified client in Midlothian
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Been a long term client, following death of spouse needed to review all the family investments
How has Jonathan Whittle helped you?
Reviewed investments taking inro account my change of circumstances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a
Jonathan:
Hello Sylvia Thank you so much for taking the time to leave a review. It is much appreciated. Looking forward to speaking soon. Kind regards Jonathan. PS. the photos of your new garden look amazing.Review
by a verified client in Cumbria
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous advisor left Jonathan stepped in.
How has Jonathan Whittle helped you?
Always feel better after advice from Jonathan
Have you seen the outcome you were hoping for?
Better than expected.
What could they have done better?
Completely satisfied
Jonathan:
Hello John Receiving feedback from valued clients such as yourself is really appreciated, so thank you for taking the time so do this John. Working with you both over the last few years has been real pleasure and I look forward to working with you in 2025 and beyond. Thank you again John, and please pass on my regards to Joyce. Best for Christmas and I will speak to you soon in the new year. JonathanReview
by a verified client in Cumbria
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Existing advisor had a change of role,Jonathan was in a position to step in and help me.
How has Jonathan Whittle helped you?
Jonathan was able to take the time and explain things clearly in language I understood
Have you seen the outcome you were hoping for?
Certainly better than expected.
What could they have done better?
Nothing perfectly satisfied.
Review
by a verified client in Cumbria
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
He was recommended as my previous advisor was changing careers.
How has Jonathan Whittle helped you?
He has been helpful, informative, knowledgeable about the products available and the sector in general. He is punctual and timely in his work
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I know of no instance where this was applicable
Jonathan:
Hello Malcolm Your opinion of my service and advice is really important to me, so thank you for taking the time to leave a review for me. Much appreciated. I'm glad you are happy with the service and confident that you can rely on my advice. Best wishes for Christmas and I look forward to seeing you in the new year. Kind regards Jonathan