154 reviews | 4 verified advisers

Selection of recent reviews. Read all reviews

Review for Tom Donlea

May 2024

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

Had a large number of multiple pensions with various providers and was keen to sort out a more structured long term plan.

How has Tom helped you?

Took the time to understand our family situation and long term ambitions and then created a sensible plan for our lifetime of investments and to ensure we have a retirement plan we wish for.

Have you seen the outcome you were hoping for?

Absolutely and more. Tom is a very kind and caring advisor.

What could they have done better?

Nothing.

Review for James Parfitt

March 2024

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

I was looking for assistance with retirement planning, tax effeciencies on upcoming payouts

How has James helped you?

James has educated and guided me to advice which has been useful, and helped me change approach

Have you seen the outcome you were hoping for?

Getting there, improved on what I was doing self managed havent got to a full year yet to judge the annual SJP performance

What could they have done better?

nothing comes to mind at this stage

Review for James Parfitt

March 2024

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

Was looking at securing my future in an uncertain world and get the best rates and best advice possible.

How has James helped you?

James has methodically worked through a process, provided information, kept regular communications and presented what he believed to be the best options. It was explained well and made sense for me as a business owner.

Have you seen the outcome you were hoping for?

It's only been a few months but already I'm more confident that my pension is in better hands with a projected outcome that I can follow easily and add to if needed.

What could they have done better?

Not much. It was a very good process.

Review for James Parfitt

March 2024

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

Financial planning and pensions.

How has James helped you?

The provided clear and succint advise with respect to Financial Planning and Pensions regulatory framework in the UK.

Have you seen the outcome you were hoping for?

Yes, I have transfer my previous pension to SJP.

Review for James Parfitt

March 2024

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

I wanted to consolidate my various Pension schemes under one Provider and was luckily put in touch with James

How has James helped you?

James provided explained the benefit of comsolidating my pensions and gave me great options with clear and concise information, He’s been a great help in keeping everything simple and explains the process brilliantly

Have you seen the outcome you were hoping for?

Yes most definitely. Very happy

What could they have done better?

Nothing