John Maxwell

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

How has John Maxwell helped you since your last review?

Yes - John has again ‘come to the rescue’ with my need for mortgage solutions to help me move forward with life and work plans.

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

I recently became of retirement age and I had not taken any money out of my pension fund and I now wanted to drawdown some monies from it. My pension fund from my employer was spread over different pension providers and I wanted them incorporated into one fund. I wanted to ensure I was in a fund that would continue to grow and also make any future drawdown payments easy to obtain.

How has John Maxwell helped you?

John was efficient and professional with his financial hat on. He made me understand that the fund that I have has to support me through my lifetime and not to drawdown monies that I may not need immediately.

Have you seen the outcome you were hoping for?

My fund in now under one pension fund provider and hopefully it will grow in the future.

What could they have done better?

I know John is under rules of the Financial Services which are strict as they should be but maybe a meeting might have been easier instead of going round in circles by email.

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

How has John Maxwell helped you since your last review?

John has helped a friend I recommended to him and the feedback from my friend was excellent.

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

Company pension turned into private pension

How has John Maxwell helped you?

He has helped at every point of the process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, it has been great

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

How has John Maxwell helped you since your last review?

yes

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

How has John Maxwell helped you since your last review?

John has helped and offered great advice on my yearly pension review

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

How has John Maxwell helped you since your last review?

John reviewed my investments and gave clear advice and an annual review

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

How has John Maxwell helped you since your last review?

phoned once a year to give us an update and supplies a monthly report.

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

How has John Maxwell helped you since your last review?

Mortgage advice

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

How has John Maxwell helped you since your last review?

John is in the progress of advising on repaying my mortgage

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

How has John Maxwell helped you since your last review?

John has stayed in contact to ensure that any renewals I carry out are of the best value and I get the best rates

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

How has John Maxwell helped you since your last review?

He has look at my pension and done the best for my income very satisfied

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

How has John Maxwell helped you since your last review?

John has helped me with my pension and investments.

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

How has John Maxwell helped you since your last review?

sorted out my personal pension

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

Either remortgaging or seeking a new mortgage for a new house purchase

How has John Maxwell helped you?

John has supported us regularly over the past 10 years with remortgaging on our existing property, and in helping us to prepare a new mortgage for a recently purchased new property. John has been proactive, quick to respond and really helpful and easy to deal with, making these processes as smooth as possible for us.

Have you seen the outcome you were hoping for?

Yes - John's support has been key in enabling us to make an offer in good time on a couple of properties, one of which we had an offer accepted for.

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

Retirement planning

How has John Maxwell helped you?

Set up drawdown vehicle to support retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to note

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

Retirement

How has John Maxwell helped you?

Sound advice on money investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

Pension advice

How has John Maxwell helped you?

Very much so, explained my options clearly to help me make a decision on future planning.

Have you seen the outcome you were hoping for?

Not yet as a new client.

What could they have done better?

Nothing.

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

I am self employed and in my early stages of my career. I was looking for advice and to help get a mortgage as a first time buyer. John was able to help with this.

How has John Maxwell helped you?

John has helped my partner and I find a suitable mortgage. He has considered our present and future financial status.

Have you seen the outcome you were hoping for?

Absolutely- thank you John.

What could they have done better?

John has been extremely helpful, responded to emails even while on holiday and fulfilled our expectations.

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

Advice for a mortgage application

How has John Maxwell helped you?

We provided John with information on our mortgage requirements and he produced the optimal mortgage deal to suit our needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

Remortgage

How has John Maxwell helped you?

John organised our remortgage successful in amongst the chaos of huge interest rate rises. He also advised on insurance protect cover

Have you seen the outcome you were hoping for?

Yes, we got the best deal we could

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

How has John Maxwell helped you since your last review?

John has provided me with great advice over a period of many years.

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

How has John Maxwell helped you since your last review?

He hasn’t as yet

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

How has John Maxwell helped you since your last review?

Moving house & John helped find a mortgage to suit our needs.

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

I required a mortgage on a house.

How has John Maxwell helped you?

He found the mortgage for me with a good interest rate and took care of everything.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing comes to mind.

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

How has John Maxwell helped you since your last review?

John is always proactive in reaching out to me when any deals are close to renewal time and providing the best options that are on the table for myself. This allows me to make quick and easy decisions without having to remember every date. He provides an excellent service that has always meant I have remained on the best rate possible for the longest possible term.

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

Retirement

How has John Maxwell helped you?

He guided me through the maze of options available

Have you seen the outcome you were hoping for?

Generally yes.

What could they have done better?

Can't think of anything specific

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

Myself and my fiance were buying our first home. We found the process to be a bit of a mind field and John was recommended by a family member.

How has John Maxwell helped you?

John made the process of getting our first morgatge stress free. We just had the gather information and John organised and kept us right. John also helped us organised our insurance policies also.

Have you seen the outcome you were hoping for?

Yes we successfully got a morgatge agreement together within our budget.

What could they have done better?

John is an effective communicator and we felt we were able to ask any question we could. Things were organised and done in a timely manner. John made the whole process stress free for me and Adam. We would recommend him to family and friends.

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

Retiring

How has John Maxwell helped you?

Helped sort out pension also planning for the future.

Have you seen the outcome you were hoping for?

Due to the current situation. Monies have dropped slightly.

What could they have done better?

Unsure that anything could have been done differently.

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

My husband was retiring and we needed pension advice plus financial help with investing for our future.

How has John Maxwell helped you?

John Maxwell was vey helpful in that he provided us with information relating to our situation and explained the pro’s and con’s so that we could make an informative decision that suited our needs.

Have you seen the outcome you were hoping for?

To be honest I was hoping the returns would be better but I think that is due to the economic position of world affairs in present day.

What could they have done better?

I am not sure and I don’t have much experience in these matters hence why we need John Maxwell’s expertise within this field.

Please provide a brief comment about your experience with John

Professional honest advice

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

How has John Maxwell helped you since your last review?

Not been a need.

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

How has John Maxwell helped you since your last review?

no

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

How has John Maxwell helped you since your last review?

N/A.

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

Retirement planning and Pensions.

How has John Maxwell helped you?

With sound factual advice and investment through troubled Financial Times worldwide, my initial investment has grown to enable me to withdraw from my investment and enjoy the benefits.

Have you seen the outcome you were hoping for?

Who knows how the financial industry would have performed without the credit /bank crisis , brexit and covid, so I have to be realistic and accept how my investment has performed.

What could they have done better?

Nothing that I know of.

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

How has John Maxwell helped you since your last review?

No

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

transfer of pension funds and setting up finances for my future needs

How has John Maxwell helped you?

he did the above as promised

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Financial language uses words very differently from everyday language which I found hard to understand therefore a flow chart which graphically shows how the various pots of my pension fund works would have been a huge help for me and presumably many other customers

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

How has John Maxwell helped you since your last review?

Ive not had cause to get help from John in the past 12 months, however he is regularly in touch and I know I can ask his advice when required. He us easily contactable

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

How has John Maxwell helped you since your last review?

John arranged my mortgage for my first property and i won't hesitate to employ his excellent professional service come renewal time

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

Remortgaging property at the end of a fixed term deal

How has John Maxwell helped you?

Got us significantly under budget and with the right product

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 Maxwell helped you since your last review?

Don't need to contact John very often, as our investments are all set up now, but know that he's available if we need him.

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

moving house and required to uderstand options on mortgage and protection

How has John Maxwell helped you?

John has supported us through the process from intiialt mortgage to two subsequent renewals. Clear and timely communication has been the bedrock of this.

Have you seen the outcome you were hoping for?

Yes, continually hadnthe best offerings for our mortgage

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

How has John Maxwell helped you since your last review?

Continues to provide ongoing excellent support and advice.

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

Pension advice

How has John Maxwell helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Looking for pension advice

How has John Maxwell helped you?

I took his advice

Have you seen the outcome you were hoping for?

Nearly

What could they have done better?

Kept me more informed about the progress of my investments

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

I needed to get advice lo transfer out of a final salary pension scheme

How has John Maxwell helped you?

Good advice and listened to what I wanted to achieve

Have you seen the outcome you were hoping for?

Yes the transfer went smoothly

What could they have done better?

Nothing really

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

Previous one was poor

How has John Maxwell helped you?

Provided great advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I required advice on old Company Pensions and a Personal Pension.

How has John Maxwell helped you?

John has given me expert advice and explained everything i required in language that i understand.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. I am happy with the service and advice John has provided.

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

I was nearing retirement and needed advice on my private pension.

How has John Maxwell helped you?

John has reccomend that I moved my pension pot into a SIPP

Have you seen the outcome you were hoping for?

I would like to think so.

What could they have done better?

I cannot think of anything John could have done to improve the service he provided

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

I needed a financial advisor to help me with my pension

How has John Maxwell helped you?

John has always been upfront and and helpful, he was always just at the other end of the phone if I wasn’t sure about something

Have you seen the outcome you were hoping for?

Yes

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

On this time of using John's services I was needing advice in re-mortgaging as my fixed term was coming to an end. John had previously advised on this.

How has John Maxwell helped you?

I needed advice and products that would see a new fixed rate mortgage over this difficult period of price increases. John very quickly provided some sample products of varying terms etc that might suit needs and then engaged with some back-and-forth on what might be best for my needs. Once agreed he then sorted out the product for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

New house

How has John Maxwell helped you?

Securing a new mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Communication via phone

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

Mortgage was due for renewal.

How has John Maxwell helped you?

By guiding us through step by step what the current market is like and how we would benefit the most in terms of our circumstances.

Have you seen the outcome you were hoping for?

Yes in a very challenging market.

What could they have done better?

N/A

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

Getting a mortgage on new house

How has John Maxwell helped you?

He is always ahead looking for the best deal for us.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Nothing. Great service

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

My partner and I were purchasing a property and required a mortgage.

How has John Maxwell helped you?

John found us the appropriate mortgage, insurances etc and took the pressure off us trying to do ourselves. He always works to find the products that suit our budget.

Have you seen the outcome you were hoping for?

Yes

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

Retirement

How has John Maxwell helped you?

John arranged a drawdown pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Trying to steer my own course through various financial products and turned to John for independent financial advice.

How has John Maxwell helped you?

John has helped me to identify products which are the best fit for my needs at any given time.

Have you seen the outcome you were hoping for?

I have returned to John on numerous occasions since our first contact and have always been satisfied with the service provided.

What could they have done better?

My dealings with John have been successful from my point couldn't really be improved

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

Release a partial amount of pension

How has John Maxwell helped you?

By sending regular updates on my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Setting up my dental practice and general mortgage support

How has John Maxwell helped you?

John had gone above and beyond over the years taking time to understand my needs and give appropriate/ supportive advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

Tax free pension lump sum

How has John Maxwell helped you?

John outlined my options giving advice at each stage of the process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing 100% happy with advice given.

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

My fixed rate mortgage had ended and payments jumped up considerably, I heard of John and contacted him

How has John Maxwell helped you?

Helped me get another fixed rate mortgage for less than I was paying

Have you seen the outcome you were hoping for?

100%

What could they have done better?

N/a

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

Old pension required re investment

How has John Maxwell helped you?

By investing my old pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Mortgage renewal

How has John Maxwell helped you?

Informative

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 Maxwell helped you since your last review?

I contacted John for further advice and I was confident the advice he gave was accurate and for my log term benefit

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

How has John Maxwell helped you since your last review?

Supported me through difficult time and gave me reassurance through this period of recession.

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

How has John Maxwell helped you since your last review?

Phoned us once a year to give us an update

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

Mortgage renewal

How has John Maxwell helped you?

John sorted and arrange the best deal all went smoothly with little effort from myself

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 Maxwell helped you since your last review?

Yes and once again John was first class. Could not recommend any more highly

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

How has John Maxwell helped you since your last review?

John continues to advise me on my investments and mortgage.He has guided me on my renewed mortgage transferJ.

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

How has John Maxwell helped you since your last review?

Advice on withdrawing money from drawdown

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

How has John Maxwell helped you since your last review?

I have not needed to see john, but would not hesitate calling him if I required advise.

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

Investing pension lump sum

How has John Maxwell helped you?

Fully explained investment plans, portfolios, risks etc,

Have you seen the outcome you were hoping for?

Not quite yet, though this is due to the UK's current financial situation and not John's advice

What could they have done better?

Nothing that I can think of.

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

Prior to retirement, I approached John for advice.

How has John Maxwell helped you?

John set up an investment portfolio for me.

Have you seen the outcome you were hoping for?

At first my investments were doing very well. Lately, due to the global financial situation, investments have not done as well. Hopefully things will improve.

What could they have done better?

Can't think of anything.

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

Taking early retirement

How has John Maxwell helped you?

John guided me through the maze of options and procedure involved

Have you seen the outcome you were hoping for?

Yes.I wanted my DB and DC pensions combined and invested in a fund scheme.

What could they have done better?

Can't think of anything. The whole process takes far too long though,which is not a reflection on the advisor.