Geraint's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 5 )
Pensions ( 32 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 13 )
Auto Enrolment ( 1 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 12 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 20 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 6 )
£100k - £200k ( 12 )
( 1 )
£50k - 100k ( 9 )
Up to £50k ( 6 )
Review
by a verified client in Pembrokeshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Firstly needed a mortgage then came insurance & pensions.
How has Geraint Jones helped you?
I’ve been with Geraint for many years now and received much needed help and advice.
Have you seen the outcome you were hoping for?
Been very pleased with the results of all help & advice.
What could they have done better?
Nothing as it was all spot on.
Review
by a verified client in Ceredigion
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have retired and had private pensions requiring best advice for our savings
How has Geraint Jones helped you?
We have found Geraint to be a very knowledgeable and professional advisor We were not rushed at all and all question’s we asked were answered fully fully We feel we made a great choice for our financial planning planning is choosing Geraint Jones
Have you seen the outcome you were hoping for?
Yes we absolutely have seen the outcome we were hoping for
What could they have done better?
feel we have done the best . Very pleased
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had an inheritance from my parents many years ago.
How has Geraint Jones helped you?
He went through all my options & carried out a risk assessment.
Have you seen the outcome you were hoping for?
Yes definitely. I had a lump sum which I wanted to maintain while getting a regular income. I am very aware that investments can go down as well as up. This is a long term investment so I can take the rough with the smooth.
What could they have done better?
Nothing
Review
by a verified client in Ceredigion
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Geraint Jones helped you?
Sound advice
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
N/A
Review
by a verified client in Pembrokeshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had private pensions from along time ago I didnt know what to do with them
How has Geraint Jones helped you?
He has put my pensions in a better pension and also given advice on savings
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
Nothing