John's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 6 )
Pensions ( 70 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 51 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 25 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 38 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 16 )
£100k - £200k ( 5 )
£50k - 100k ( 5 )
Up to £50k ( 7 )
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required advice on how to use my pension plan to providing for my retirement.
How has John Findlay helped you?
John advised my husband and I with information on my pension, taking time to explain the different options, and ensuring that both of us understood how it would affect our future retirement plans.
Have you seen the outcome you were hoping for?
Yes, the valve of my pension has risen over the last few years.
What could they have done better?
I doubt it, and we are happy.
John:
Thank you for the lovely review Narina.Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed some help consolidating pensions and savings
How has John Findlay helped you?
John has arranged a portfolio of investment and consolidated assets.
Have you seen the outcome you were hoping for?
Yrs
What could they have done better?
Nothing
John:
Dear Gemma, Thank you for the wonderful review. It has been a pleasure helping you with your planning. I look forward to talking to you later in the year. Kind regards, JohnReview
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Due to turning 60 years of age last year I felt it was time to get specialist advice on how to manage my savings and prepare for the future.
How has John Findlay helped you?
He has helped me: make sense of my financial situation; explored possible future financial scenarios; listened to me, taking note of my hopes and fears, guided me with great care. John is a very personable, calm and friendly man. I felt he took time and effort to get to know me and understand what would work for me. For this I am very grateful.
Have you seen the outcome you were hoping for?
Yes, I feel I am more prepared for the future and have a better understanding of my situation.
What could they have done better?
No, I do not think anything could have been done better.
John:
Dear Julia, Thank you for the lovely review, it means a lot, I am glad you are so happy with everything. I look forward to helping you in the future. All the best, JohnReview
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Way back in 1989 when I needed an extra savings plan the company was there for me with sound advice.
How has John Findlay helped you?
Our pension fund is growing
Have you seen the outcome you were hoping for?
Have to wait and see when we start drawing from the pension fund.
What could they have done better?
Nothing really
John:
Dear Stephen, Thank you for your review, it is much appreciated. Kind regards, JohnReview
by a verified client in Norfolk
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension fund at retirement
How has John Findlay helped you?
Invested wisely!
Have you seen the outcome you were hoping for?
Yes
John:
Dear Martin, Thank you for the great review, it is much appreciated. All the best, John