Jonathan Allen

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

How has Jonathan Allen helped you since your last review?

Jonathan has continued to advise me on drawdown and offered useful alternatives. I have been happy with the results. I will be happy to continue to work with Jonathan.

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

How has Jonathan Allen helped you since your last review?

Yes Jonathan has helped me since my last review. I was having doubts about my Pru investments and thought about changing them. Johnathan looked into the matter for me and was able to reassure me that the Pru was turning around and improving. Johnathan has helped me understand inheritance tax and after reviewing my assets has suggested how I can avoid paying inheriance tax by 'signing over ' some of my assets now.

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

Putting money into our pensions

How has Jonathan Allen helped you?

Jonathan has looked through our situation, and given good advice on how best to cater for our long term needs

Have you seen the outcome you were hoping for?

We are happy with the outcome so far

What could they have done better?

We are pleased with how our pensions and investments are going, so at the moment we don't see any areas where better advice could have been given

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

Retirement

How has Jonathan Allen helped you?

Professional investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Back office attention to detail. Speed of support could be better

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

I inherited a sum of money

How has Jonathan Allen helped you?

He has helped with a recent house purchase and pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing