Reviewed for
Insurance and Protection ( 1 )
Pensions ( 18 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 10 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 19 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 7 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Huw
My first meeting with Huw was face to face, and my experience was informative and constructive. A good basis to move forward from.
Huw:
Thank you for taking the time to meet with me and for providing such positive feedback through VouchedFor's First Impressions review. I'm really pleased that you found our face-to-face meeting both informative and constructive, and that you felt comfortable being open about your situation. It's particularly rewarding to hear that you learned a lot during our discussion and that you have a clear understanding of how we can help you achieve your financial goals. I look forward to working with you. Best wishes HuwReview
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being a self employed 54 year old married man with kids but with no pension plan, Huw Jones at Proposito was recommended to me. It is always good to go with a recommendation.
How has Huw Jones helped you?
Huw fully understood our predicament and immediately put an action plan in place. A plan to short cut time too, while keeping our standard of living what we're used to
Have you seen the outcome you were hoping for?
Yes, the outcome is obviously ongoing, but we're already delighted with the progress made
What could they have done better?
Huw does not to improved on anything. In any case, I'm far from qualified to comment on any improvements on the financial planning process, that's for sure. That's why Huw and team are here!
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Huw
Attentive, professional and caring
Huw:
Thank you for taking the time to share your first impressions following our recent meeting. I appreciate your feedback, particularly noting that you felt comfortable being open about your current situation. I'm glad that you found our discussion helpful and were able to learn something about the topics we covered. It is wonderful to hear that you felt our meeting was professional, attentive and caring as these are qualities that I always strive for. I look forward to speaking with you again. Best Regards HuwReview
by a verified client in Gloucestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
During divorce I needed someone I could trust to support me and help me to make sense of my financial situation.
How has Huw Jones helped you?
Huw handled my situation with a compassion I was not expecting to receive. He and his team were patient, understanding, supportive and clear with explanations and guidance, taking time to understand me as a person, offering me time and opportunity to understand my situation before I made decisions.
Have you seen the outcome you were hoping for?
Yes. I feel confident that the choices I made were right for me.
What could they have done better?
I’m pretty sure there’s nothing that was overlooked. In fact, the service I have received would be better described as ‘above and beyond’.
Huw:
Thank you so much for taking the time to share your experience. Your kind words about how we supported you during such a challenging period really mean a great deal to me and the entire team. Divorce can be an emotionally and financially complex journey, and I'm glad that you found our approach compassionate and patient. It's absolutely vital to us that our clients feel supported and understood, especially during significant life transitions. We believe that taking the time to explain things clearly and allowing clients the space to make informed decisions is fundamental to building trust and achieving positive outcomes. I'm pleased that you feel confident in the choices you've made - this is exactly what we strive for. Financial advice isn't just about numbers; it's about empowering people to make decisions that align with their personal circumstances and future aspirations. Thank you again for placing your trust in us. Best wishes, HuwReview
by a verified client in Vale of Glamorgan
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for advice when we had a lump sum of money to invest. Since then, the advice we have been given has been suited perfectly to our needs.
How has Huw Jones helped you?
Huw has always been helpful and reassuring with all his advice and he has been willing to provide further explanation whenever we have needed help and support on a range of financial matters.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We are very happy with the service that has been provided and can’t think of any area where we have been disappointed.
Huw:
Thank you so much for taking the time to share your experience through VouchedFor. It means a great deal to receive such positive feedback about our services. I'm particularly pleased that you've found our advice to be perfectly suited to your needs, especially regarding your initial investment decisions. Your comment about the ongoing support and explanations we provide really resonates with our commitment to ensuring clients fully understand and feel confident about their financial choices. It's wonderful to hear that you're happy with every aspect of our service. This kind of trust and satisfaction is exactly what we strive for. Thank you again for your trust and support. Best regards, Huw