26 reviews | 1 verified advisers
Review for John Tucker
What could they have done better?
I am pleased with what has been done.
What were the circumstances that caused you to initially look for a financial adviser?
Taking early retirement and receiving a lump sum which needed investing. Later receiving an inheritance that needed investing.
How has John helped you?
He checked my attitude to risk and what I wanted to achieve from my investments. He advised me about the various products available to make full use of my ISA allowance and also to be able to draw cash easily when needed. He later advised me on the ethical products available when I wanted to move my money into ethical investments.
Have you seen the outcome you were hoping for?
Yes.
Review for John Tucker
What could they have done better?
Can't think of anything!
What were the circumstances that caused you to initially look for a financial adviser?
Retirement, change in personal circumstances, elderly relative who also needed advice
How has John helped you?
John is approachable and friendly while being very professional. He always discusses different options and outlines why he is recommending a particular course of action. He is patient and explains things in a digestable way!
Have you seen the outcome you were hoping for?
Yes, it helps me and my mother take more control/monitoring of our finances
Review for John Tucker
What could they have done better?
I have been very satisfied.
What were the circumstances that caused you to initially look for a financial adviser?
Investment of redundancy monies and inheritance
How has John helped you?
He has helped with setting up a trust and given advice on financial investments.
Have you seen the outcome you were hoping for?
I have been more than happy with the outcome of my investments.
Review for John Tucker
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
As a follow up for the C.I.S.
How has John helped you?
Good advice.
Have you seen the outcome you were hoping for?
Yes.
Review for John Tucker
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I needed someone who I could trust to advise me on my pension.
How has John helped you?
John has given me very sound and helpful advice on my personal pension funds.
Have you seen the outcome you were hoping for?
Currently yes and I don’t expect anything to change as we go forward
