Huw's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 19 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 10 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 20 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 7 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Gloucestershire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
recommended by our accountant
How has Huw Jones helped you?
by being clear and understanding what we wanted and guiding us with a way forward
Have you seen the outcome you were hoping for?
a little too early to tell but massive peace of mind that we have actually got on the right road
Huw:
Thank you for taking the time to write this review about your experience with our financial planning services. It's wonderful that your accountant recommended us, as professional referrals like this reflect the trust other financial professionals place in our expertise. I'm pleased that you found our approach clear and understandable. At Proposito, we believe that effective financial planning starts with listening carefully to our clients' needs and aspirations. By understanding what matters most to you, we can create a tailored roadmap that aligns with your financial goals. Your mention of gaining "massive peace of mind" is particularly lovely to hear. This is exactly what we aim to achieve for all our clients - providing clarity and confidence about their financial future. While it's early days in your financial planning journey, we're committed to supporting you every step of the way to ensure you stay on that "right road" you mentioned. Looking forward to continuing our work together and helping you achieve your financial objectives. Best wishes, HuwFirst impression
by a VouchedFor user
4 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
4 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
5 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
5 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, Huw