Jon Young

Please provide a brief comment about your experience with Jon

Jon if a very knowledgeable FA with excellent communication skills explaining option and complex terms in a easy to understand way and making the navigation of my retirement much easier. Jon is very good at listening and takes time to understand my position and attitude to wards risk. Jon's advice has been invaluable and I would have no hesitation in recommending him

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

Looking to understand my financial health now and in retirement

How has Jon Young helped you?

A few months

Have you seen the outcome you were hoping for?

Yes must clearer view of my objectives over the new 5 years

What could they have done better?

Nothing

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

I needed advice about consolidating my various pensions and Jon was recommended.

How has Jon Young helped you?

Jon looked into my pensions and advised the avenues which we could go down, there was no pressure and Jon was happy to tweak things when we asked. He was very knowledgeable and helped make the transfer and plan seamless.

Have you seen the outcome you were hoping for?

Ot is early days but everything seems to be doing fine.

What could they have done better?

We were satisfied with how Jon approached things and dont think anything could have been done better.

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

I wanted to invest in a tax efficient way outside a pension

How has Jon Young helped you?

Jon is very professional and yet very personable. It’s clear he takes the job seriously and I trust him implicitly

Have you seen the outcome you were hoping for?

Yes I’m really happy and Jon is always available if I have any questions

What could they have done better?

I’m just very happy and wouldn’t change a thing

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

I needed advice on balancing my investment portfolio and to get advice on how best to generate income for my retirement.

How has Jon Young helped you?

Jon created a clear financial plan illustrating how different scenarios would influence my planned retirement,

Have you seen the outcome you were hoping for?

Yes, I can view my finances with more clarity and have the reassurance that I’m on the right track for retirement planning.

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

Several years ago, my wife and I were looking into the possibilty of taking early retirement and needed professional advice on how best to approach the issue.

How has Jon Young helped you?

Jon Young has been a great help to us both and continues to provide help on our 'update' calls.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything Jon could have done to improve on the advice he has given.