Jon Doyle

Jon Doyle

Juniper Wealth

Jon's reviews

Reviewed for

Insurance and Protection ( 19 )

Mortgages ( 1 )

Pensions ( 54 )

Retirement income (annuities, drawdown) ( 27 )

Auto Enrolment ( 1 )

Investments and Savings ( 50 )

Pension Transfers - Non Specialist ( 16 )

Inheritance Planning ( 16 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 22 )

Financial Mentoring ( 5 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 22 )

£200k - £500k ( 10 )

£100k - £200k ( 7 )

Up to £50k ( 2 )

£50k - 100k ( 3 )

Repeat review

by a verified client in Lancashire

4 days ago

Overall

Advice

Service

Value

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

How has Jon Doyle helped you since your last review?

Jon takes time to find out what our current situation is, what changes have happened since our last review and what our current goals/concerns are, before suggesting or advising on future investments or moves within our portfolio

Repeat review

by a verified client in Lancashire

2 months ago

Overall

Advice

Service

Value

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

How has Jon Doyle helped you since your last review?

Advised me and given me good news with regards my pension fund.

Repeat review

by a verified client in Hampshire

2 months ago

Overall

Advice

Service

Value

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

How has Jon Doyle helped you since your last review?

Yes

Review

by a verified client in Merseyside

4 months ago

Overall

Advice

Service

Value

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

Wanted a trust worthy company and I’ve had dealing with John when he was with his previous company and always found him to be very professional and gave great advice

How has Jon Doyle helped you?

Has set me up with a private pension has advised me how to withdraw funds from my business into my pension tax free

Have you seen the outcome you were hoping for?

Yes my pension funds seem to be going in the right diresction

Repeat review

by a verified client in Northumberland

5 months ago

Overall

Advice

Service

Value

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

How has Jon Doyle helped you since your last review?

Jon has continued to help us transition from working to retirement, funding some major house renovations.