John Pickles

Please provide a brief comment about your experience with John

Mr Pickles did not respond to my enquiry so I cannot really rate him other than to say I had no response.

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

I first made contact with John around 1995, when i was working abroad and was interesed in investmenting surplus income

How has John Pickles helped you?

Over the years with advice on mortgage, pension consolidation, , optimum decisions on assets following divorce and withdrawals from investments.

Have you seen the outcome you were hoping for?

Every time

What could they have done better?

Nothing, as far as I can see.

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

After a period of below market pension performance, I wanted a full risk based review and professional advice on pension solutions.

How has John Pickles helped you?

Provided a pension solution and choices within the risk bands we agreed upon. Diligent advise and excellent proposals.

Have you seen the outcome you were hoping for?

Yes, happy with the outcome and subsequent performance.

What could they have done better?

The process took longer than I expected.

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

My previous advisor sadly died some years ago and I wanted to make sure that my ‘future’ was going to be looked after.

How has John Pickles helped you?

When I was introduced to him I immediately liked his attitude and dedication to help me. He answers my questions in an easy and understandable manner and with the ever changing economy and governments this is essential.

Have you seen the outcome you were hoping for?

So far so good!

What could they have done better?

Nothing

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

With several small pension pots I was unsure what to do with them or how complex they may be to manage. In the end they were not complex so I managed them myself since the advisor fees seemed expensive.

How has John Pickles helped you?

He listened and obviously has excellent knowlege and enthusiasm.

Have you seen the outcome you were hoping for?

Yes, I am satisfied with teh outcome.

What could they have done better?

Nothing really, I have other issues that I did not choose to discuss.

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

How has John Pickles helped you since your last review?

John remains in contact and I know I can always call him if I need to.

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

How has John Pickles helped you since your last review?

Always helpful. Reliable information totally trust his advice. I have recommend to family and friends. John is very knowledgeable and totally up to date.

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

How has John Pickles helped you since your last review?

John has been exceptionally helpful on two occasions since my last review. I had a query concerning obscure charges from my investment platform and John set to work to unravel the small print, and explained it all to me until I was reassured all was correct. I am once again very grateful to John for this extensive and thorough work. Recently I had to ask for his help again as my tax affairs required digging into my investments over the last few years. I can count on him to provide all the help I need. John is an invaluable Financial Advisor as well as a very nice man. I know I am in good hands.

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

How has John Pickles helped you since your last review?

Ongoing advice regarding investment portfolios, pensions etc.

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

How has John Pickles helped you since your last review?

Ongoing advice and supervision of our portfolios

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

How has John Pickles helped you since your last review?

General investment advice

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

How has John Pickles helped you since your last review?

John has assisted in advising regarding accessing funds in investment and generally regarding a prospective property purchase and related financing.

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

How has John Pickles helped you since your last review?

He is always on hand for advice when needed.

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

How has John Pickles helped you since your last review?

Effective advice. Works hard to make me understand what roads I should take in my finance planning.

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

Ways to handle the pension

How has John Pickles helped you?

He did very well advising us on how to invest our pension.

Have you seen the outcome you were hoping for?

Yes! Absolutely!

What could they have done better?

He did so well that I can’t think of any better advice.

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

Over 15 years ago I needed help and advice on consolidating numerous individual pension pots to provide for my husband and my future security.

How has John Pickles helped you?

John has been consistently helpful since sorting out my original pension pot. He has advised on investments, drawdowns to pay off mortgages, long term care planning for my husband, and altering investments in relation to my changing risk profile. In addition he has taken on my son and helped him get some financial stability.

Have you seen the outcome you were hoping for?

Yes, I am very happy with the outcomes of John’s advice.

What could they have done better?

I have depended on John for support and advice through some quite difficult circumstances which I could not have dealt with, without him. It is hard to imagine how he could have done better.

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

I had been with a mortgage lender for over a decade when it was coming to the end of term. The fixed agreement came to an end and then went to variable. My mortgage lender was unable to help with a new option with the reduction of their products due to the economic climate and suggested I try the open market. Due to age I made the decision to take out al life time mortgage, with the help on my financial advisor John Pickles, whom was recommended to me.

How has John Pickles helped you?

John was very understanding of my situation, and was concerned that I should make the right choices in considering the Lifetime mortgage. He took a great deal of time to explain how the Lifetime mortgage proceeded, and we looked at many ways to try to get the best solution financially. He was extremely concerned when we had a major setback and came up with a solution that was challenging, and was the only way forward to have security and not take too many risks in today's volatile climate of housing, buying and selling. John has helped us ensure that we have made the right move for the next stage of our life.

Have you seen the outcome you were hoping for?

While the situation was challenging through the unprecedented year that I have had, John has helped navigate this to the desired outcome. Through his encouragement and calmness we have managed to progress through the year in a positive way although at times it was quite uncertain.

What could they have done better?

I felt that the client service was very good with follow up of the important documents which are associated with a Lifetime Mortgage, There was very little that could have been done better, however I was also fortunate to also have family for support at this time. I did feel that when the legal side took place, one was more alone to make sure all went smoothly.

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

How has John Pickles helped you since your last review?

John has retained administration of our investments using an investment platform and provided advice on its impacts on inheritance. He has enabled our request to provide introductions to those who will inherit our investments as well as being our auditors in Lasting power of attorneys for property and financial affairs, in which a request is made to them that they obtain Globe's advice before taking actions.

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

I was liquidating some assets and needed advice as to what to do

How has John Pickles helped you?

He has helped me make choices about my investment options

Have you seen the outcome you were hoping for?

Yes, I broadly have

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

Approaching retirement led me to look for advice.

How has John Pickles helped you?

John asked me many questions, helped me understand the the terminology and potential outcomes. He was both thorough and interesting.

Have you seen the outcome you were hoping for?

The outcome is pleasantly within my expectations and as initially explained.

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

Pension advice

How has John Pickles helped you?

Set up a private pension plan and consolidated various pensions. Set up retirement income including drawdown.

Have you seen the outcome you were hoping for?

Yes

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

How has John Pickles helped you since your last review?

His office contacts me from time to time and I know that whenever I wish to speak or arrange to meet direct I can do so easily

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

How has John Pickles helped you since your last review?

John keeps me up to date with my investments, always accompanied with a friendly email, and I know I could call him at any time with concerns or need for advice. I trust him implicitly.

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

How has John Pickles helped you since your last review?

Regular reviews of our portfolios

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

How has John Pickles helped you since your last review?

Great communication and help!

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

How has John Pickles helped you since your last review?

Continue to reassure that my pension fund is correctly invested to provide the income I need

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

How has John Pickles helped you since your last review?

John has continued to provide support, guiding me in my investment choices. I have valued very much the informations and advice he has given me for the last 2 decades in the most professional and friendly way. John has also proved to be invaluable when we asked him to handle equity release from our home last year. It turned out he was the perfect advisor for this very important financial move, part of our inheritance planning. He was the best we could have hoped for. He explained everything very clearly and guided us through a process we were finding daunting before coming to him. He made it all so easy for us and we are very grateful.

Please provide a brief comment about your experience with John

No nonsense clear and sound advice.

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

I needed to repatriate my pension from a quorops held in Malta to the UK

How has John Pickles helped you?

... He expertly identified the right pathway to take and helped navigate a very complex situation. We encountered many issues, but he never have up, he was utterly determined to see the situation to a positive outcome.

Have you seen the outcome you were hoping for?

John's service is way beyond what I had expected, the outcome is the safety and security of my investment and he achieved this against all odds.

What could they have done better?

.. Nothing

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

To sort out a pension with the proceeds of the sale of the family business.

How has John Pickles helped you?

He advised us with our investments

Have you seen the outcome you were hoping for?

Yes. We receive a constant monthly payment.

What could they have done better?

I don’t think there was a need for improvement.

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

How has John Pickles helped you since your last review?

Continued careful advice.

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

I needed a US/UK tax advisor after receiving an inheritance in Spain. I reside in the UK and have dual nationality therefore it’s a bit complicated!

How has John Pickles helped you?

I reached out to John and though I didn’t end up contracting his services, as it wasn’t exactly what I needed, he took the time to advise me in a great amount of detail, answering all the specific queries I had. He was instantly trustworthy and he took it upon hismelf to recommend 3 US/UK tax advisors to me.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing at all!

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

John was generous with his time and provided advice in a way that inspired great confidence.

How has John Pickles helped you?

Yes, he gave me confidence to continue with my strategy for both retirement and estate plans. He also provided a valuable steer regarding my estate and accommodating my autistic daughter.

Have you seen the outcome you were hoping for?

Yes. My dealings with John have met if not exceeded my expectations.

What could they have done better?

I dont think anything could have been done better.

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

How has John Pickles helped you since your last review?

During this period I have retired and taken pensions from several private pension plans, and there has been the rapid development of stresses in the financial sectors cased by the war in Ukraine, the availability and costs of oil and gas, and the unsettling UK political leadership changes. John Pickles has provided wise counsel over centralising my pension plan as well as varying investments taking into account changes to reduced earnings and risk perceptions but utilising alternatives available to reduce capital gains in combination with basic inheritance planning.

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

Started my own consultancy business

How has John Pickles helped you?

Provided pension & life insurance advice

Have you seen the outcome you were hoping for?

Yes

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

Transfer to a SIPP from a corporate pension plan.

How has John Pickles helped you?

Set up, advice on and administration of the SIPP.

Have you seen the outcome you were hoping for?

Yes

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

How has John Pickles helped you since your last review?

Further Pension advise, and Remortgage advise.

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

How has John Pickles helped you since your last review?

I am provided with opportunity for review and sometimes I take this up

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

How has John Pickles helped you since your last review?

John has led my husband and I through the process of equity release on our main house a few month ago.

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

How has John Pickles helped you since your last review?

Review of portfolio of investments

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

We wanted to discuss savings and investments.

How has John Pickles helped you?

Globe forewarned of potential interest rate rises and helped us to secure a mortgage within our means before those hikes occurred.

Have you seen the outcome you were hoping for?

We are confident that we will.

What could they have done better?

Nothing

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

How has John Pickles helped you since your last review?

Good advice

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

My wife's inheritance was managed by Rawlinson and Hunter and with the changes to trust declarations, a trust was dissolved and John Pickles was recommended to provide continuing advice on the inherited investment, which advice we gladly requested.

How has John Pickles helped you?

John Pickles has provided financial advice and investment movement on portfolios of investment, movement from individual international funds to investment platforms, beneficial use of ISA funds, movement to minimise Capital Gains Tax, advice on pension investment on retirement with three pension plans, and indication of potential future inheritance planning.

Have you seen the outcome you were hoping for?

With the inevitable rider that investments might reduce in value as well as increase, the value of investments has increased continuously under John Pickle's guidance, and the status of both I and my wife from full time employment to retired, considerate and sound pension investment advice was provided.

What could they have done better?

What advice John Pickles has been contracted to give has been timely and absolutely satisfactory. John has always gone the additional mile and provided recommendations where he considers further advice might be beneficial, for instance inheritance planning, and it is now up to my wife and I to decide on whether to take this further or not.

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

We wished to plan for the future and contribute to pensions, while investing available capital in safe but growing funds. We also wished to plan our retirement, semi-retirement, emptying our nest as children leave.

How has John Pickles helped you?

John had us draw up lists of our requirements and expectations. He had us complete surveys on risks and rewards. We also went through the tasks of what we actually did spend our income upon. Over the years he has reviewed our status with us, as well as expectations. He has shown us options, and advised.

Have you seen the outcome you were hoping for?

We are drawing down from our investments and pensions, and seem to be living within our means while our portfolio inn recent years has neeted a gain in advance of inflation after our withdrawals, so yes.

What could they have done better?

A crystal ball would help, but othe4rwise we do not know if doing better was possible given our parameters on risk

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

The need to setup a private pension.

How has John Pickles helped you?

He listened, advised and administrated my pension.

Have you seen the outcome you were hoping for?

Yes, pension continues to perform well.

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

My finances were complicated as I lived in the Middle East for much of my working life, employed by an American foundation. I needed to rationalise my funds in preparation for my retirement

How has John Pickles helped you?

John Pickles helped me to select investment managers, supporting me in regular meetings so that he and they could determine my needs. On my return from working in the Middle East, as my employment by a US Foundation came to an end, John advised me on pensions and eventually on setting up an annuity, and ensured I was making the best use of PEPs and ISAs. He also introduced me to some excellent accountants. When I had a major stroke, he worked with my sister to keep on top of my affairs until I was ready to resume control. In regular meetings, he checks to make sure that I have the right income and that this is sustainable.

Have you seen the outcome you were hoping for?

Yes, I feel very reassured that I have the regular income that I need and that my money is invested in a way to ensure that in future years. John and the investment managers are always very responsive to any request if I need extra funds.

What could they have done better?

Nothing. Everything they are doing is excellent.

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

Approaching 60 I realised I had a considerable number of pension pots and needed advice about how to rationalise them to secure growth to provide a tax free lump sum sufficient to pay off an interest only mortgage at 70 and to provide funds for my retirement. I also needed advice on appropriate investment vehicles for funds released from property sales.

How has John Pickles helped you?

John has been immensely supportive and helpful throughout the twelve/ thirteen years I have been his client. He has helped me to understand the nature and appropriate extent of risk and his advice has proved successful beyond my expectations. He has also advised when I should seek other professional advice and has been a great support to me as my and family needs have changed. I introduced my husband to him as a client and also more recently my son.

Have you seen the outcome you were hoping for?

Beyond my expectations

What could they have done better?

Nothing that I can think of.

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

Inheritance provided me with a fund which I needed to invest and estate solicitors introduced me to Mr Pickles at Globe

How has John Pickles helped you?

He started with me as a financial illiterate and provided me with options to proceed suitable for someone wanting an unsophisticated path forward

Have you seen the outcome you were hoping for?

Yes, to a far greater extent than I could possibly have envisaged

What could they have done better?

Nothing: I sought advice on the way forward, stated that I prefer security over gain and that I like to deal with established organisations and based in U K Later in our dealings I sought and received advice on the consolidation of a number of pension funds into one

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

Defined Contribution Pension transfer

How has John Pickles helped you?

Twice, John recommended Personal Pension providers to transfer Occupation DC Pension pots too. This was done after a full fact find was completed, included my attitude to Risk. Additionally Globe provided Mortage broker services for a remortgage on at least two occasions.

Have you seen the outcome you were hoping for?

Pension transfers : Solid investment performance matching my attitude to Risk, with a safe personal pension provider. For remortgages - access to the best mortage deals.

What could they have done better?

I cannot think of anything they could have done better.

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

I needed to plan ahead for retirement and to work out how to use or safeguard a small amount of capital following a house sale.

How has John Pickles helped you?

John helped by putting me at ease, by asking me numerous questions about my attitudes to financial situations and by patiently explaining financial terminology until he was sure I completely understood my choices.

Have you seen the outcome you were hoping for?

My outcome includes the reassurance of plenty of updates and easy access. For me personally the confidence that I can access his knowledge and expertise at any time is very reassuring.

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

Needed organising!

How has John Pickles helped you?

Amazing. He guided us and helped us feel confident about our finances, more than we dreamed of.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing. It has been a perfect experience for us.

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

I wanted to speak to someone who could understand my circumstances

How has John Pickles helped you?

He listened to me and came up with a solution

Have you seen the outcome you were hoping for?

Not quite yet but the market is going the right way

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

Need for advice on a capital sum transferred from a previous employer’s pension scheme.

How has John Pickles helped you?

Set up the personal fund and advised on the asset allocation as well as specific investments.

Have you seen the outcome you were hoping for?

Yes

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

Self employed needed help

How has John Pickles helped you?

Always happy to answer questions. Clear precise explanation of our choices

Have you seen the outcome you were hoping for?

yes

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

After my divorce, 15 years ago, I needed guidance to manage my money.

How has John Pickles helped you?

John advised and guided me, presenting options to invest my money in a way that made sense to me.

Have you seen the outcome you were hoping for?

My investments have done better than I could have hoped for. John arranged for me to have an income and kept me informed of my portfolio’s performance regularly. I could not have had better advice and I am really satisfied.

What could they have done better?

I cannot honestly think of anything to be improved.

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

Self employed and needed to plan longer term for retirement

How has John Pickles helped you?

Set up pension, consolidated pensions from other providers and advised on insurance cover

Have you seen the outcome you were hoping for?

Without doubt

What could they have done better?

Can’t really think of anything

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

Initially pension advise, then investment advise

How has John Pickles helped you?

Advised and arranged pension and investments

Have you seen the outcome you were hoping for?

Very happy

What could they have done better?

Could always do better, depending on attitude to risk

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

Investment of cash and pension advice

How has John Pickles helped you?

He recommended and established a portfolio of investments

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All investments could do better

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

I was concerned about how Covid -19 and the lockdown was affecting my current stocks and shares ISA

How has John Pickles helped you?

John asked me various questions on my personal circumstance and my feelings to which level of risk I was happy to take with my current ISA and any further regular contributions. John sent me a very detailed report explaining his recommendations and remuneration.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Contact me in future if there are any concerns with my investments.

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

Life !

How has John Pickles helped you?

Sound advice, always responds and always a pleasure to speak with him

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

no idea

Please provide a brief comment about your experience with John

John was very patient and accomodating in explaining the options available to me in raising finance under an Equity Release Scheme and making an investment of the proceeds to maintain a regular future income.

Please provide a brief comment about your experience with John

I met John on 14th Feb 2020 to review my pensions and savings following a recommendation. One of the best decisions I have made. He was very personable, thorough and gave me the advice I needed. I would recommend this gentleman to all in need of any financial advice.

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

Needed advice on financial management

How has John Pickles helped you?

Tailored specific advice to my needs

Have you seen the outcome you were hoping for?

All satisfactory

What could they have done better?

Comment to ratings - I did not request online access to portfolios therefore would have given 5 stars

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

Our daughter suggested we speak to John

How has John Pickles helped you?

He gave us good advice, which we took

Have you seen the outcome you were hoping for?

Yes.

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

Mortgage advice; setting up and administering a trust

How has John Pickles helped you?

John has a way of explaining things very clearly so that I can understand my options and make the decision that works best for me. When I bought my first flat he explained the entire mortgage process and all my options, and we have moved the mortgage several times since then - all with his advice and support. He now manages some investments for me/my family and I am confident that he knows us, our circumstances and our approach to risk well enough to manage those investments well on our behalf.

Have you seen the outcome you were hoping for?

Yes. I know that if I have a question or want to discuss anything relating to my finances, he will demystify things and point me in the right direction. I don't feel confident managing these things myself so it is great to know that there is someone to take it off my hands.

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

money left to me after a death

How has John Pickles helped you?

advised what I should do with this lump term sum when advised of what my plans were for the next 5 years

Have you seen the outcome you were hoping for?

more or less yes, of course the value of investments go up and down, yes

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

Needed to make long term plans with funds that had been accumulated.

How has John Pickles helped you?

Good healthy realistic discussions on opportunities and alternatives. He gained a good understanding of the risks on investments and comfort zone.

Have you seen the outcome you were hoping for?

The market dropped just after we went with him, but we were in for long term, so investements recovered over last 10 years and created retirement income.

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

After my divorce 15 years ago I was left with the enormous difficulty of trying to manage my financial affairs on my own, so I turned to a professional who could guide me.

How has John Pickles helped you?

Managing my financial affairs had not been my task in my marriage. John was my salvation at the time, explaining thoroughly all my options, making me feel supported and well advised, with a kind and friendly approach. It was very important to be listened to, and John understood I needed to not only be guided but also have a say in my investments as I became more informed and confident.

Have you seen the outcome you were hoping for?

Yes, I did see the outcome I was hoping for. My investments have done very well, I have a regular income from them yet they keep growing. I have a friendly relationship with John whom I trust implicitly. I feel secure, and I have gained a good understanding of my finances and my options under his guidance.

What could they have done better?

Frankly, I cannot think of anything. I consider myself very lucky to have found John.

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

I've known John for many years and needed advice when first starting my own business and so needed Life assurance and Pension advice. Then approaching retirement needed sound pension planning and advice.

How has John Pickles helped you?

Obviously did full fact find with many subsequent reviews over the years. Advised me on Pension planning and consolidation into a fund that suited my need.

Have you seen the outcome you were hoping for?

So far so good. I'm now retired and performance of pension fund seems to to keeping pace with expectations.

What could they have done better?

John is a smashing guy to work with. I find very little to comment how he could have done better?

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

Planned to work less and move away from London so needed to consolidate pension pots and take a look at investments

How has John Pickles helped you?

Did both: Created single pension fund and took me through each of my longstanding savings and investment funds with positive suggestions

Have you seen the outcome you were hoping for?

Yes so far - quite happy

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

Pension and investment advice

How has John Pickles helped you?

Arranged pensions, introductions to wealth and investment managers and established income producing fund portfolios. , established income producing portfolios

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Improvement in returns and value of portfolios can always be improved.

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

Self employed so needed good sold advice to savings and pension. We also have returned from Canada so we were starting from scratch.

How has John Pickles helped you?

Good, helpful, advice. Explaining all the options good and bad. Always with reliable research and sources. This gave us confidence to establish facts and reach conclusions.

Have you seen the outcome you were hoping for?

Yes in a difficult economical environment globally.

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

Retirement planning.

How has John Pickles helped you?

He and his colleagues provided clear and comprehensive advice which was easy to understand and helped us to make informed decisions.

Have you seen the outcome you were hoping for?

Yes.

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

Pension planning.

How has John Pickles helped you?

Created a balanced portfolio that reflects my attitude to risk.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Contact me more often about ongoing and additional investments

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

Required general advice.

How has John Pickles helped you?

Pensions, investment in funds,inheritance tax planning, wealth management etc.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not applicable