John Wright

Please provide a brief comment about your experience with John

Absolutely first class service. John is very approachable and knowledgeable and provided all of the information and guidance I required. I would (and already have) highly recommend John to anyone requiring financial advice.

Please provide a brief comment about your experience with John

John is friendly, straight talking and gives clear helpful advice.

Please provide a brief comment about your experience with John

John and his team are very helpful and friendly, put me at ease immediately. Very informative and eager to offer support anytime.

Please provide a brief comment about your experience with John

John is extremely knowledgeable and explained the pension system in a way I understood and was sympathetic to my level of understanding regarding pensions.

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

Looking to transfer pension

How has John Wright helped you?

Yes John has helped me with my decision

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with John

John and I have had a couple of initial chats regarding pension advice, and I have found him to be an easy guy to get along with, nothing was too much trouble. I feel well informed by John on a number of potential pension scenarios that fit my requirements, and have these to review at my own pace, no pressure selling whatsoever.

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

How has John Wright helped you since your last review?

Excellent and prompt help with adjustments to my pension needs

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

How has John Wright helped you since your last review?

Following my mothers long term Illness and the difficulties we faced we felt we needed to ensure ourselves were protected financially for the children so needed advice on our savings and advice on what to put in place ie: LPAs

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

How has John Wright helped you since your last review?

John has continued to advise me on my TP investment

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

How has John Wright helped you since your last review?

John continues to review my True Potential investments to meet my current needs by offering his advice on the best way forward.

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

How has John Wright helped you since your last review?

Keeping me up to date with the massive and sometimes bewildering developments in personal finance matters.

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

How has John Wright helped you since your last review?

Excellent advise for myself and my wife’s pension

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

How has John Wright helped you since your last review?

Even though I haven’t needed to change anything John has made time to contact me and make sure I am happy with my finances, That’s the extra mile that John goes to for his clients.

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

How has John Wright helped you since your last review?

He has given me great advice on my pension drawdown and how it is performing

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

How has John Wright helped you since your last review?

Continued support and advice during my retirement

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

How has John Wright helped you since your last review?

Confidence in knowing John is there if I need him is a huge weight off my shoulders. I trust John implicitly....

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

Mortgage and endowments.

How has John Wright helped you?

Gives gòd advice but not without explaining all the jargon and risks etc. Always uivrs iou the choice but will support your decision.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't really fault the service and am unaware of anything that could have been done better.

Please provide a brief comment about your experience with John

Our first impression of John was very positive. He was very easy to talk to and explained everything really well without any pressure.

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

Transfer of a private pension fund.

How has John Wright helped you?

Advised me on transferring my existing pension fund and advised on the different fund portfolios available.

Have you seen the outcome you were hoping for?

Yes.Very much so.

What could they have done better?

Nothing really. Excellent professional and friendly service.

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

How has John Wright helped you since your last review?

See last review

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

Need for holiday cash

How has John Wright helped you?

He has advised where to take the cash from.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

How has John Wright helped you since your last review?

John has continued to deliver a great service to me and is there to answer any queries I Have, long may it continue.

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

How has John Wright helped you since your last review?

Always available via electronic and other means and a friendly manner with clients.

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

How has John Wright helped you since your last review?

Haven't really needed advice since last review but have had phone catch in.

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

How has John Wright helped you since your last review?

John kept in touch with me regularly, he explained that my plan was for the long term, and not to worry if the value fluctuated as this was perfectly normal.

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

How has John Wright helped you since your last review?

As usual John has been solid with his advice when needed. Totally trust John in every aspect, can’t fault his attitude to business. Works professionally but also has a friendly approach. Top notch

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

How has John Wright helped you since your last review?

there if needed

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

Pension drawdown release

How has John Wright helped you?

I wanted to take more money from my pension which John helped organise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

How has John Wright helped you since your last review?

John and his staff have been a great help in completing my annual pension review, friendly and informative as usual

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

How has John Wright helped you since your last review?

advice on tax and my wife’s pension options

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

Looking for non biased advisor with specialised knowledge of the pension transfer markets.

How has John Wright helped you?

On several occasions my wife and I have sought John’s appreciation of our pension and financial planning expectations, giving various scenarios to consider and relevant consequences of any decisions made going forward.

Have you seen the outcome you were hoping for?

Our expectations have been realised successfully.

What could they have done better?

In my opinion very little.

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

How has John Wright helped you since your last review?

John continues to give an excellent service to my needs

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

How has John Wright helped you since your last review?

Great advice

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

How has John Wright helped you since your last review?

Much the same, but also how my state pension would affect my tax bill.

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

How has John Wright helped you since your last review?

Sadly my husband passed away and I needed to take an income from my pension. John guided me through this difficult process with compassion and sensitivity. Thank you so much John

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

How has John Wright helped you since your last review?

Reassurance, help with advice on drawdown & will planning.

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

How has John Wright helped you since your last review?

Always in contact with upto date information

Please provide a brief comment about your experience with John

Provided reputable advice

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

Pension advise

How has John Wright helped you?

Managed all transfers and set up a new account.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. John was spot on with advice and helping me reach my goals and needs

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

How has John Wright helped you since your last review?

Went to see John about advice on our pension

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

How has John Wright helped you since your last review?

John Always covers every angle with the positive and negative's of investing and managing money. Very efficient and Trustworthy with his advice . Top class .

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

Looking to retire and searched locally for an advisor

How has John Wright helped you?

Setting up a monthly draw down

Have you seen the outcome you were hoping for?

Yes works well

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

Pension drawdown

How has John Wright helped you?

Explained the process thoroughly.

Have you seen the outcome you were hoping for?

The markets dictate my outcome

What could they have done better?

Nothing really

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

I wanted transfer a private pension

How has John Wright helped you?

He advised me and gave me different options

Have you seen the outcome you were hoping for?

Yes John and his team are only a phone call away if I ever want to ask a question

What could they have done better?

No he gave me an honest opinion for my circumstances

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

How has John Wright helped you since your last review?

During these difficult times if I have a question John or one of his team are always a phone call away to advise or answer any questions to clarify what May done to reassure me if any worries.

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

I needed advice regarding drawdown pension

How has John Wright helped you?

John communicated with me throughout the whole process

Have you seen the outcome you were hoping for?

I am kept well informed

Please provide a brief comment about your experience with John

A work colleague and friend recommended John Wright to me a few months ago as I needed advice on the management of my pensions for my target retirement. After an initial telephone call and two video calls he is continuing to educate and advise me on what is the minefield of “pensions”. In my opinion John (and his team) have given me honest advice on the way forward over the next year as I approach retirement and will act on my behalf only when he feels the time is right and I will get good value on my pension pots He is knowledgeable and keen to do the best he can to make things easier for his clients and is always approachable to answer any questions that I may have. John.

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

I needed advice on old frozen pensions i.e. pulling them all together into one, and also drawdown income.

How has John Wright helped you?

He advised and set up exactly what I asked for.

Have you seen the outcome you were hoping for?

The volatile market and circumstances at the moment are not the best, so caution is called for.

What could they have done better?

The situation was not of their doing.

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

Pension transfers and Retirement income

How has John Wright helped you?

Clearly explained my options then facilitated my transfers and retirement income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to my knowledge.

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

Due to a change in my circumstances I asked John for a review of my pensions.

How has John Wright helped you?

John went through my options. He always fully explains everything to me and makes sure I understand his recommendation.

Have you seen the outcome you were hoping for?

Yes, I am confident that with John's help I have made the right decision about my pension.

What could they have done better?

Nothing

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

How has John Wright helped you since your last review?

completed a review and another pension transfer

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

How has John Wright helped you since your last review?

Great service once again. Friendly , explains everything in great detail.used John wright for many years , would recommend.

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

How has John Wright helped you since your last review?

As our daughter finished her degree at uni and our son getting ready to start uni, We needed to release some money from our investments to pay off existing car payments. John as always talked us through how to do this quickly and easily.

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

How has John Wright helped you since your last review?

John has helped unravel and explain the technical trappings that surround, and risk obscuring, important developments in today's financial world – particularly in relation to investment by small investors in the current financial crisis.

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

How has John Wright helped you since your last review?

John advised on a recent drawdown arrangement from my True Potential investment

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

How has John Wright helped you since your last review?

John has continued to offer advice and guidance on the best way to utilise my True Potential investments to suit my current needs

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

How has John Wright helped you since your last review?

Good advice on my pension portfolio

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

Retirement

How has John Wright helped you?

Advice on moving pension pots into one and advice on the best portfolio to suit my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

How has John Wright helped you since your last review?

Again John was able to answer all my questions I needed to know and aid the smooth transfer of funds again

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

I was due to retire and wanted to ensure that I got good advice

How has John Wright helped you?

Yes in all aspects of retirement remumeration investments

Have you seen the outcome you were hoping for?

Still invested and dont expect to realise my outcomes for a few years yet

What could they have done better?

Nothing that comes to mind

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

I had just reached retirement age

How has John Wright helped you?

John has helped with great advice on my pension pot.

Have you seen the outcome you were hoping for?

Yes I'm happy with everything John and his team have done.

What could they have done better?

Nothing in my view,

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

To aid me in managing my pension and my future...

How has John Wright helped you?

John has helped me greatly in becoming financially secure.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

No ....

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

How has John Wright helped you since your last review?

Johns response to any problems or concerns is always very prompt, there are never any worries that he won’t get back to you if you have to leave a message, this is the response we used to take for granted and now is sadly disappearing unless it’s John you are calling, he is a constant source of knowledge and sound advice.

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

Looking to retire and needed pension advice.

How has John Wright helped you?

Provided me with a clear plan for my ret income.

Have you seen the outcome you were hoping for?

Yes

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

How has John Wright helped you since your last review?

gives sound advice when required

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

How has John Wright helped you since your last review?

John has continued his great service and helped me with great advice on my pension.

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

How has John Wright helped you since your last review?

Being there if/when needed.

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

How has John Wright helped you since your last review?

Very good advice and help when I needed

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

How has John Wright helped you since your last review?

Phone contacts for catch up. No need to visit office this year but John always on the end of the phone if needed.

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

How has John Wright helped you since your last review?

Same as above

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

Pension transfer.

How has John Wright helped you?

Advised on options re investments,and the pros and cons regarding different portfolios after carrying out my biews on risk.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.Exceptional service from John. Always quick to respond.

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

Transfer of Pension Money to new provider.

How has John Wright helped you?

John helped with the transfer of my final salary company pension to True Potential.

Have you seen the outcome you were hoping for?

Yes - defo

What could they have done better?

Nothing everything was just perfect

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

How has John Wright helped you since your last review?

John has kept up to John has maintain his high standards in all aspects of his advice, especially during a stressful time dealing with HMRC.

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

How has John Wright helped you since your last review?

I have not saw him,but i have his details if needed.

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

To plan for retirement

How has John Wright helped you?

Yes

Have you seen the outcome you were hoping for?

Yes,even better than expected

What could they have done better?

Nothing

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

How has John Wright helped you since your last review?

Always available if I need him and always provides excellent advice

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

Early retirement

How has John Wright helped you?

Guided and advised on what were the best option for both myself and my wife

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing no issues what do ever

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

How has John Wright helped you since your last review?

John has always been available to answer any queries I may have about my pension pot. I have recently underwent a review with a member of John’s staff by telephone, although I struggled with parts of the review there was a always a advisor on hand to keep me right.

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

How has John Wright helped you since your last review?

No