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
a month 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
3 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
3 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.