Richard Jones

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

Needed advice on equity release

How has Richard Jones helped you?

Richard made the process very easy. Explained everything to us and at no time felt under any pressure. We chose almost at random but could not have done better

Have you seen the outcome you were hoping for?

Definitely yes.

What could they have done better?

Nothing I can think of.

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

Had 5 pension pots from previous employers that needed to be reviewed.

How has Richard Jones helped you?

Consolidated 4 of the pension pots to offer better fund growth and lower overall charges. Left one pot where it was as it had preferential terms.

Have you seen the outcome you were hoping for?

Yes. All complete now.

What could they have done better?

Nothing. Brilliant advice. Very knowledgeable. Couldn’t have done it by myself.

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 Jones has always been approachable and available for any queries or advice. He is very professional and my husband and I have every confidence in him

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

To be able to support ourselves better financially in our retirement.

How has Richard Jones helped you?

Through honesty, politeness,attention to detail, good experience and his friendly approach, without any pressure, he showed us all our options and recommended what would be best for us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing we can see.

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

We needed advise on Equity Release plans.

How has Richard Jones helped you?

Richard helped us enormously , he explained everything and made it a very smooth and quick process.

Have you seen the outcome you were hoping for?

We are very pleased with the outcome , it is exactly what we wanted ,thank you Richard .

What could they have done better?

Nothing ! It was all drama free and went very smoothly .