95 reviews | 4 verified advisers
Review for Jonty Rider
What could they have done better?
I can't think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
I initially went for a financial advisor to help with the transition from working life to retirement, e.g. getting out of the company defined contribution pension to a SIPP.
How has Jonty helped you?
He has provided advice on how much to draw down from my SIPP versus stocks & shares ISA, on various aspects of IHT. In particular he introduced me to "gifting from surplus insome" as a way of reducing IHT.
Have you seen the outcome you were hoping for?
The investment performance of my SIPP has exceeded my expectations: I keep drawing down significant sums and the balance goes up not down.
Review for Jonty Rider
What were the circumstances that caused you to initially look for a financial adviser?
We realised some time ago that we needed some help with making the most of our income and assets. With two young children we wanted to make sure we were making sensible decisions for their future and our retirement. We asked around for suggestions through our own trusted network and Amber River Premier (in their former incarnation of just Premier) were recommended to us. We have been clients for almost 10 years now.
How has Jonty helped you?
Jonty is very thorough and patient in his advice. He has also gone out of his way to help us with some complicated calculations and tracking around income and salary sacrifice into pension which has had the net result of us being way more tax efficient than we would have been without his guidance. He is always very responsive throughout the year outwith our planning meetings and we value his advice and support.
Have you seen the outcome you were hoping for?
Jonty has helped us navigate our financial planning needs and I wouldn't hesitate to recommend him and the firm to others.
Review for Jonty Rider
What were the circumstances that caused you to initially look for a financial adviser?
Some years ago I realised that I had a growing pension pot, some savings, and was approaching retirement age, so I wanted to be sure that I made best use of the funds available.
How has Jonty helped you?
Jonty has helped me, my wife and our son with advice on pensions, savings, retirement planning and investments.
Have you seen the outcome you were hoping for?
Whilst it's impossible to know what would otherwise have happened, it's true to say that we have been pleased with the performance of the investments made, and Jonty's advice particularly around pensions management and drawdown has been invaluable. Jonty has been very approachable, reliable and responsive.
Review for Jonty Rider
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Wanting to make sure we make the best decisions for us.
How has Jonty helped you?
Jonty has helped us enormously across all financial advice including weighing up options, understanding pro's and con's, risk analysis, understanding of the market and ensuring we have the right things in place to ensure we are financially safe. Most importantly Jonty gets to know each case personally and helps you make the right decision for you and your circumstance.
Have you seen the outcome you were hoping for?
Yes!
Review for Jonty Rider
What could they have done better?
Lower fees perhaps, although we have been very happy with the overall service and advice.
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for professional advice to help us better understand our finances and make informed decisions about our longer-term financial planning.
How has Jonty helped you?
Jonty has provided clear, thoughtful advice that has helped us make informed decisions about our finances.
Have you seen the outcome you were hoping for?
Yes, we are pleased with where we've got to and Jonty continues to understand our changing circumstances and adapts his advice accordingly,
