Richard Jones

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

We were looking at equity release and Richard was recommended by our mortgage advisor

How has Richard Jones helped you?

He has made everything so much easier. He explained it all fully and always available to answer any questions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. It all went very smoothly

Please provide a brief comment about your experience with Richard

Richard was Very professional, easy to talk to and knowledgeable, he knew exactly what we wanted in updating our will. Offering us sound advice. We would not hesitate to use him again

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

How has Richard Jones helped you since your last review?

Richard has tried to find a good rate for me to take out more equity.

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

Pension review as coming up to retirement and have pensions over the inheritance tax thresholds.

How has Richard Jones helped you?

he has reviewed all my pensions and has switched two funds to better funds. existing fund is now held on a platform with all other funds, so easier to see all in one place. Has also arranged whole of life cover for inheritance tax planning - fingers crossed i get accepted as really good policy for the cover it offers.

Have you seen the outcome you were hoping for?

yes, thanks. all really good, he took his time which is important to get things right. but i have seen all pensions now on one platform. still awaiting life cvoer to be accepted or not.

What could they have done better?

nothing, really thorough and happy with everything. really approachable.

Please provide a brief comment about your experience with Richard

Richard was sympathetic and emphatic to our needs, and he treated us with great respect.