Jonathan Ritterband

Jonathan Ritterband

The Private Office

Jonathan's reviews

Reviewed for

Mortgages ( 2 )

Pensions ( 38 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 25 )

Investments and Savings ( 48 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 25 )

Long Term Care ( 14 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 14 )

Financial Mentoring ( 4 )

Financial Coaching ( 3 )

( 1 )

Reviewers' assets

£500k+ ( 14 )

£200k - £500k ( 2 )

£100k - £200k ( 6 )

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Jonathan

Only one call so far, however Jonathan was friendly, professional and seems to be knowledgable.

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Jonathan

Although, as expected, he could not give advice, he took on board the relevant figures he gave me

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Jonathan

Personable, knowledgeable and authentic in providing advice that I can understand. Jon is trustworthy, credible and a great ambassador for The Private Office - and is somebody that I genuinely trust - his advice and guidance has been excellent.

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Jonathan

Had a very good chat with Jonathan, will be following up our conversation in due time.

Review

by a verified client in London

5 months ago

Overall

Advice

Service

Value

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

Making better use of my savings

How has Jonathan Ritterband helped you?

Yes

Have you seen the outcome you were hoping for?

Yes