122 reviews | 0 verified advisers
Review for Sonny Joannou
This review is for an adviser who has since left this firm.
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Because I needed expert help.
How has Sonny helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
Review for Sonny Joannou
This review is for an adviser who has since left this firm.
What could they have done better?
Happy with advice, all required areas covered, nothing more to be done
What were the circumstances that caused you to initially look for a financial adviser?
Amalgamated pensions requiring ongoing advice post retirement
How has Sonny helped you?
Annual advice and discussion with respect to investment and future actions.
Have you seen the outcome you were hoping for?
Yes
Review for Sonny Joannou
This review is for an adviser who has since left this firm.
What could they have done better?
I do prefer talking to people in person
What were the circumstances that caused you to initially look for a financial adviser?
I was asked if I wanted to talk to a advisor by my then pension company
How has Sonny helped you?
Explaining how it works
Have you seen the outcome you were hoping for?
Yes I believe so far.Trying to get my head around it
Review for Sonny Joannou
This review is for an adviser who has since left this firm.
What could they have done better?
Not aware of any possible improvement
What were the circumstances that caused you to initially look for a financial adviser?
Pension is with Prudential
How has Sonny helped you?
Yes, discussed options.
Have you seen the outcome you were hoping for?
Yes.
Review for Sonny Joannou
This review is for an adviser who has since left this firm.
What were the circumstances that caused you to initially look for a financial adviser?
Pensions consolidation
How has Sonny helped you?
Managed pension consolidation and advised on retirement planning.
Have you seen the outcome you were hoping for?
Yes.
