381 reviews | 10 verified advisers
Review for John Addis
What could they have done better?
Due to global circumstances probably not, but we are pleased with the current returns.
What were the circumstances that caused you to initially look for a financial adviser?
I retired in 2017 and, following a retirement planning seminar arranged by my trade union, I contacted John for investment and savings advice.
How has John helped you?
He has clearly explained investment options for my wife and I over the years.
Have you seen the outcome you were hoping for?
Yes. The investments are now showing the returns we were hoping for following a few years of turmoil.
Review for Jon Neale
What could they have done better?
Nothing , nothing bad to say
What were the circumstances that caused you to initially look for a financial adviser?
To make the most of our savy
How has Jon helped you?
He has helped and advised me for years . I totally trust his advice and the decision s we make . Listen s and understand s my needs
Have you seen the outcome you were hoping for?
Yes
Review for Jon Neale
What could they have done better?
Nothing that I can think of
What were the circumstances that caused you to initially look for a financial adviser?
Financial advice about pension and house mortgage.. excellent advice and could not fault anything that has been implemented and advice given
How has Jon helped you?
Advice has been excellent and sound . Tailored to our needs and advice that has been fantastic
Have you seen the outcome you were hoping for?
Yes and the knowledge that Jon's advice has given us has been fantastic
Review for Jon Neale
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice on what to do with my Pensions from my previous employments and if I could retire comfortably at age of 65 or I had to carry on working for few more years as I had no ideas as what to do for the best.
How has Jon helped you?
Jon reviewed our finances, expenditures and Pension funds in detail and provided my wife and I with a very comprehensive report that put our minds at rest (I managed to retire at age 65 and manage comfortably).
Have you seen the outcome you were hoping for?
Yes.
Review for Jon Neale
What could they have done better?
From our experience, nothing could have been done better. Everything has been handled brilliantly. Communication is always excellent. Our yearly reviews are informative and let us know exactly where we stand.
What were the circumstances that caused you to initially look for a financial adviser?
My husband worked in the Construction Industry throughout his life and had minimal Pension planning. I knew Jon, through his wife who I worked with, and asked him to see us with regard to Retirement planning
How has Jon helped you?
Jon has helped us immensely over the years. We have, under his guidance, moved different pension plans to be under a single umberella. We have paid into a new plan using different resources and now have a very comfortable retirement. Our aim was that, as we retired, we would be able to continue with the lifestyle which we had whilst working. With Jon's expertise we have exceeded our goal and are now able to relax and enjoy life to the full without any financial worry.
Have you seen the outcome you were hoping for?
We have achieved our goal and some
