Jonathan Allen

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

Annual financial review

How has Jonathan Allen helped you?

Good concise medium to long term financial planning advice

Have you seen the outcome you were hoping for?

Yes in the short term

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

We had moved from another area and were looking for a local adviser to continue the good advice we had received elsewhere. Jonathan succeeded our first new adviser, who moved into a different area of the business. The transition has been seamless.

How has Jonathan Allen helped you?

He has continued the excellent work of his predecessor and shown that he understands our needs and philosophy. Times are turbulent at present and Jonathan has provided reassurance that we seem to be on the right track and that we have a tax efficient portfolio.

Have you seen the outcome you were hoping for?

In principle, yes, but it's a long game and it's far from over. In the end, you have to make a decision, hope it's the right one, and be prepared to change strategy if necessary.

What could they have done better?

I have no suggestions to offer here.

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

Since retirement I have had a financial advisor, and I wanted to have professional assistance to help me invest my pension wisely.

How has Jonathan Allen helped you?

Jonathan has pointed out to me, that I have tax exempt funds to help me, that I can draw on to keep my standard of living that I am used to.

Have you seen the outcome you were hoping for?

I will reap the benefit, of his advice, from next month.

What could they have done better?

As it was our first meeting back in March I felt he was more professional than the previous adviser. I cannot find any faults in him.

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

Retirement

How has Jonathan Allen helped you?

Arranged for a lump sum payment to be made and restarting a monthly income which had been on hold.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, I am very satisfied.

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

Management of inheritance

How has Jonathan Allen helped you?

Maintained confidence in ongoing investment strategy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

First meeting, so no record to date