Jon Doyle

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.

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 helped me manage my pension fund vis a vis drawing lump sums and taking a monthly income without overtly affecting my pension pot.

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 continues to help and support me through my business journey. I find Jon to be extremely knowledgeable and have an extraordinary ability to turn complex matters into something that is simple to understand. Jon and I get on very well and his team at Juniper are always friendly and helpful. Just like this time last year, I would recommend Jon and Juniper to anyone.

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?

Continued advice and support through changing circumstances

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 give great advice, look after my finances and give me the confidence in the strategies deployed.

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?

We successfully negotiated the NHS retirement hurdle. It was somewhat complicated because the NHS pension scheme was in a state of confusion. Thanks to timely advice, we now enjoy the same level of income from my wife's part-time job and pension as we did when she worked full-time. It's been a genuine joy to see the stress lifted from her shoulders and for her to get much more pleasure from a day's work. This is life-changing stuff! Jon has also advised on putting some money aside for our grandchildren and continues to advise on what has become a very satisfactory nest-egg under his guidance.

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 explained in a simple way what i had and what i needed to do to help me retire in the future more comfortably

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 helped us ensure we are being tax efficient by organising life insurance through the company and contributing to our pensions

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 continues to provide excellent advice and service

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

Investment of pensions

How has Jon Doyle helped you?

Advise and management of investments

Have you seen the outcome you were hoping for?

Yes pretty much as planned

What could they have done better?

What if’s are generally a waste of time

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?

With good advice on reviewing my pension drawdown arrangement, and a little financial advice on associated savings pots, Jon also keeps me informed with monthly roundups of the market and his 6 month review of my pension pot. We have an annual face-to-face analysis at the start of the year and I know he is there if I need further help or confirmation on money matters throughout the year. Very handy guy to have around.

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

I have recently set up a new business and this left me without financial protection for my family should i pass away. This was a big priority for me.

How has Jon Doyle helped you?

Jon and his team helped me set up a new protection plan that provided enough cover for my family, but was also able to set this up through my business which makes the policy cheaper. The monthly payments i make are also tax-friendly for the company.

Have you seen the outcome you were hoping for?

Absolutely and i will return to Jon in the future when my company is in a healthier financial position.

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 helped with investment and pension planning. We’ve also did the novation of my business. His advice has be invaluable.

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 continues to offer top class services whilst always ensuring he takes the times to have a clear picture as to what I want to achieve.

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?

As we moved towards the retirement of my wife, Jon has advised on the NHS pension scheme, an interim arrangement to drawdown pension and move to part-time employment, and the best way to invest in a private pension scheme. The end result is a much less stressful last couple of years as an NHS manager and the space/freedom to plan work for the love of it. That's what I call advice!

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

The top people in industry use the best people to advise on things that they do not fully understand and that is why I use a financial advisor.

How has Jon Doyle helped you?

absolutely YES

Have you seen the outcome you were hoping for?

yes

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

Early retirement requiring advice about the best way to invest my pension money

How has Jon Doyle helped you?

Provided sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Hard to say, overall I am pleased with the investments made on my behalf

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

A previous advisor had let us down badly

How has Jon Doyle helped you?

Jon has turned our long term finances around

Have you seen the outcome you were hoping for?

Yes, definitely

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 continues with regular contact and assessment of my future needs. Since he first collected all my pension pots together a number of years ago he has been a great source of information and recommendation, most recently with the start of a pension drawdown.

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?

We discussed possible strategies given the current uncertainty of the stock market toward the mini budget announced by Liz Truss.

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 is straight forward not pushy, explains things well so you understand it. He is always there for advice should you need it. I would not hesitate in recommending him.

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 helped to reorganise my investments and has also helped with my NHS pension

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 listen to us when considering future investments, he does not push us out of our comfort zone, however, he advises us as to the best way to make our savings work and so far we have been very happy with the outcomes.

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 continues to offer great advice, understands my goals and helps to work towards achieving them.

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?

I was worried about potential volatility in the markets at the start of 2021 and the potential for inflation and uncertainty to undermine my current investment strategy. At that stage, I didn't know the fuel crisis was going to hit! Obviously, Jon doesn't have a crystal ball, but I think his advice has been sound to date and has taken my retirement status into full account when it comes to risk. My wife is about to retire and has worked in the NHS for many years. The NHS pension scheme is in something of a crisis at the moment, due to changes implemented in the past, which have been challenged. Jon has been and continues to be diligent in trying to sort out the implications of those changes for someone planning to retire in 2022. I'm not thick, but really the NHS pension scheme is not helpful and it defeats me to know which way to jump! I think it is really helpful to have someone like Jon in your corner, who is willing to go the extra mile and bring his expertise to bear and actually be an independent financial advisor.

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?

ADVICE

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

My previous Financial Advisor had retired and I was also looking for mortgage protection.

How has Jon Doyle helped you?

Jon asked myself and my partner what our plans were, understood our needs and advised us on what we should look to do.

Have you seen the outcome you were hoping for?

Yes! Very happy with the service.

What could they have done better?

Nothing.

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

As small business owners, we felt we needed more than just off-the-shelf approaches to planning for our financial future, but weren't sure what the options were, or whether they met our needs. We also knew that we needed an adaptable plan that would allow for change as our family grows, and our business may change, so needed an advisor that could adapt with us.

How has Jon Doyle helped you?

Jon conducted a full review of our existing position, but, crucially for us, spent just as much time on what our aspirations for the future were, not just financially, but how we wanted to enjoy our lives. While Jon's advice has always been practical, actionable and provided returns and peace of mind, (the things we thought we were looking for), having an advisor who takes the time to get to know you personally and can make recommendations not just based on practical matters, but how they'll allow you to live, has really changed our views on planning. Meetings aren't something to fit in, they're energising and reassuring, and something to look forward to.

Have you seen the outcome you were hoping for?

So far, we've seen positive returns, more streamlined ways of tracking our finances, and lots of reassurance that we're moving in the right direction to enjoy life now, and in the future.

What could they have done better?

Although remote meetings have been essential during lockdown, more recent face-to-face meetings have been great and really helped us to build our relationship, so it will be great to continue in this way where possible.

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?

We reviewed the situation with my current pension plan and income I receive from it and discussed how we could adapt if the current economic climate changes in light of brexit and post pandemic repercussions.

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

Trust fund for grandchildren after loss of parents

How has Jon Doyle helped you?

Advice on investment trusts, advantages and pitfalls tax advice and best investments for our circumstances

Have you seen the outcome you were hoping for?

To early to comment but very confident we will.

What could they have done better?

Nothing everything is going well.

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

Planning for retirement

How has Jon Doyle helped you?

Guided us through the options available

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

So far, so good.

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?

We requested investing in another ISA but Jon recommended moving money from our existing investments into a new ISA then putting our new cash into my pension pot and our general investments thereby making use of our CGT allowance and mitigating future tax liabilities. We would not have thought of this

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?

During the Covid crisis the financial markets have been extremely volatile. I've spoken to Jon about my investments on a few occasions and taken his advice. To say that has boosted my mental well-being is an understatement!

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

Inherited funds

How has Jon Doyle helped you?

Jon provided me with a clear plan to helping me achieve my financial goals. This was done by taking the time to understand what my objectives were, the timescales and my appetite to risk.

Have you seen the outcome you were hoping for?

Yes, I strongly feel that under Jon's guidance my goals will be met.

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

needed pension advice

How has Jon Doyle helped you?

with pension

Have you seen the outcome you were hoping for?

too early to say

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

I had various pension pots accrued over time and I was looking to consolidate them and advice for withdrawing some of the funds

How has Jon Doyle helped you?

He discussed the various options available to me and the best course of action going forward.

Have you seen the outcome you were hoping for?

Yes I have taken some money from my fund with arrangement for my retirement

What could they have done better?

I felt he was very thorough in explaining the different positives and negatives of the options open to me

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

Needed 7 year insurance cover re IHT planning

How has Jon Doyle helped you?

Understood what we needed, tailored service to our requirements, always prompt response

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing to add, received exactly what we needed

Please provide a brief comment about your experience with Jon

Took time to find out about us, and gave clear explanations of his recommendations in as much detail as we wished.

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 set up Child ISAs for our grandchildren. He has moved investments from Embark to Parmenion and these are now working well for us. He has also transferred my pension from Guardian to Royal London. We have also undertaken risk assessment and collation of finical data.

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?

Jo has helped us plan for our retirement giving good strong easy to understand advise.

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

My wife was a client.

How has Jon Doyle helped you?

John has been very helpful in providing clarity on the structure and workings of my investments and pension scheme.

Have you seen the outcome you were hoping for?

Yes.

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

I decided it was an appropriate time to reorganise my finances

How has Jon Doyle helped you?

Jon assessed my current financial position and gave advice regarding future investments and income protection.

Have you seen the outcome you were hoping for?

Yes, I feel much more organised financially and have clear savings and investment goals.

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

We had a lump sum not earning anything so decided to get advice

How has Jon Doyle helped you?

Jon listened to our needs, asked for a comprehensive breakdown of our incomings and outgoings, the level of risk we were happy with and advised accordingly

Have you seen the outcome you were hoping for?

Early days

What could they have done better?

Nothing. Jon explained everything in easy to understand terms and gave us different options.

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

We have a young family and needed to plan for our financial future

How has Jon Doyle helped you?

Jon guided us through every aspect of our financial planning and has shown great consideration for our needs now and in the future.

Have you seen the outcome you were hoping for?

Yes, we have now got solid strategies for saving, investing and insurance. As a result, we feel much more confident about the future.

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

Our previous one was useless and also tried to con us.

How has Jon Doyle helped you?

I met him first in London when he was helping some of his clients get money back from an investment offshore that had gone wrong. He appeared very genuine and after engaging his services, I found him to be diligent, intelligent and extremely thorough. He was very helpful in getting back my investment.

Have you seen the outcome you were hoping for?

yes

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

Needed advise on pensions and investments

How has Jon Doyle helped you?

again sound advice

Have you seen the outcome you were hoping for?

Not yet

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

I wanted to move my pension

How has Jon Doyle helped you?

Jon helped me move my pension

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing

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?

Assistance with planning investment following property sale.

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

The concern of future financial security for the family

How has Jon Doyle helped you?

Jon Doyle advised us on pensions, insurance for the protection of income and retirement income.

Have you seen the outcome you were hoping for?

we are very satisfied with the advice and our concerns about our pensions and the security of income have disappeared.

What could they have done better?

WE are very pleased with everything our adviser has so far done for us.

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

I approached Jon for help with my pension, as i needed to know more about what i had.

How has Jon Doyle helped you?

Jon explained in a simple way what i had and what i needed to do to help me retire in the future more comfortably

Have you seen the outcome you were hoping for?

Yes i am pleased with how its looking and i am in a better position so very happy.

What could they have done better?

Happy nothing could have been done better.

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

I am in retirement and need advise on what to do with my pensions, savings

How has Jon Doyle helped you?

Jon outlined my options and advised me on what to do for the future

Have you seen the outcome you were hoping for?

Early days yet, but things appear to be going well

What could they have done better?

I am satisfied with the way my business has been handled

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

Needed some help with financial planning.

How has Jon Doyle helped you?

Jon was able to assess our needs and provided good advice.

Have you seen the outcome you were hoping for?

Yes.

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

Jon had previously arranged Income Protection cover me, but when I got married I realised that I need to consider further options of protection for my wife and I, including extended income protection and life cover.

How has Jon Doyle helped you?

Jon spent time to understand our needs and objectives, taking care to recognise where we saw our future. He then provided easy to understand advice that explained all of the different options available and which options in his professional opinion best suited our needs.

Have you seen the outcome you were hoping for?

We have been very happy with the recommendations made by Jon that protect us for the future yet still remain within our current financial budget.

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

I was unhappy with the quality and service of a previous FA having relocated to this area from Scotland.

How has Jon Doyle helped you?

John helped with both pension and savings advice, ensuring appropriate personal levels of risk and advising me on investment opportunities which meet my altruistic goals.

Have you seen the outcome you were hoping for?

Although still at an early stage in the professional relationship I feel reassured that my investments are in safe hands.

What could they have done better?

All positive so far, I appreciate his communication style and integrity.

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

To make sure I made sound financial choices.

How has Jon Doyle helped you?

Jon listens to your needs and is very focused on meeting them. He helped me simplify and sort out my pension situation in particular, which used to be a fragmented collection of bits and pieces and is now well run and in one place.

Have you seen the outcome you were hoping for?

Yes.

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

needed investment advice.

How has Jon Doyle helped you?

Jon works hard to understand needs, lifestyle and goals. He explains advice clearly and is responsive to questions.

Have you seen the outcome you were hoping for?

yes.

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

A range of products purchased over the years that required good management and rationalisation.

How has Jon Doyle helped you?

To simplify and rationalise our investments, making the most of options available; to review and invest in a SIPP; to engage in more ethical investments; to assist us in inheritance planning including will review.

Have you seen the outcome you were hoping for?

Yes - good growth at a risk level we are comfortable with; and a shift in our investments/SIPP to more ethical options.

What could they have done better?

Jon always responds to our requests or makes suggestions which accord with the direction we wish to go in

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

Approaching pensionable age, with a transferable pension fund.

How has Jon Doyle helped you?

Reviewed existing expenditure, assessed current pension values, then did projection of possible investments based on personal risk profiles. Then arranged investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Probably very little.

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

Several small pensions with different companies.

How has Jon Doyle helped you?

Jon helped with the consolidation of pensions and gave good sound advise with concise details on the best performing plans, understood our needs and sourced a product to give us what we needed in the future.

Have you seen the outcome you were hoping for?

Pension performing as described.

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

I previously had an IFA who on retiring sold his business to a less-than-caring local company that I will not name here. I had very little service from them as a pension advisor.

How has Jon Doyle helped you?

Transferring control to Jon Doyle at TrueBearing has re-vitalised my pension prospects. He brought all the elements together simply, has been and continues to be a trusted source of information, and he has restored my confidence in a reasonable return on my investments. Also helped me re-start my investment towards my pension.

Have you seen the outcome you were hoping for?

Looking good for the future. The next step, retirement, is a few years off yet.

What could they have done better?

A great contact with impeccable service. Things are rolling along nicely and the regular contact and updated information are very useful.

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

Early retirement.

How has Jon Doyle helped you?

Advised and structured a SIPP.

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?

We needed advice on the above subjects.

How has Jon Doyle helped you?

Jon is very helpful, curtious and has a good knowledge of all financial aspects of our queries.

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?

selling my business.

How has Jon Doyle helped you?

Offered assistance with planning for sale of business and property, transfer of pensions which were in various pots and planning for passing on money to the kids.

Have you seen the outcome you were hoping for?

yes.

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

I had a number of pensions which needed rationalisation and consolidation.

How has Jon Doyle helped you?

He arranged the pensions and other savings for me.

Have you seen the outcome you were hoping for?

Yes. I have seen suitable growth in my pension and savings funds.

What could they have done better?

Nothing particular.

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

We have been let down by a previous FA.

How has Jon Doyle helped you?

He has been helping us maximise our income and savings by putting a structure in place.

Have you seen the outcome you were hoping for?

Yes - early retirement is now possible.