As a Belgian living in Spain and having worked for different companies in the UK, my pension situation is complex. So, I turned to Jonathan for tailor-made advice. And that is exactly what he gave me. All along this complex journey, I have been extremely impressed with his professionalism. At no point did he put me under pressure. On the contrary, with lots of patience and based on careful analysis of the market and of my situation, he took me through all the options and suggested what he believed was the best solution for me. Utterly brilliant! Have a conversation with Jonathan, you will see what I mean.
Peter G, Malaga
Jonathan has provided us with a very good service for many years. He is highly qualified and clearly has extensive knowledge of the subjects on which he advises us. He has taken the trouble to understand our financial position and our aspirations in considerable detail. As a result, in addition to dealing with routine matters of investment, retirement and inheritance planning, he has been exceptionally helpful with regard to a number of one-off situations for which we needed financial advice.
Harry C, Dorset
Jonathan was introduced to us by our son who is an accountant to advise and invest an amount after a house sale. So far we are very pleased with the results and found he advised us patiently and thoroughly as to which investments would be best suited.
Bob J, Hants
Jon has been our Financial Adviser for a few years. He has always provided us with solid and honest advice which is supported by market data and well researched trends. Jon understands the value of building relationships with his clients and that trust is earned – these are aligned with our personal values and important for us as a couple receiving financial advice which can often be over whelming. Jon speaks plain English and listens to our concerns and queries before giving advice.
Janell W, Dorset
Jonathan is currently advising me on transferring my pension, which has been frozen in a defined scheme for some 10+ years. Jonathan has been patient in giving advice and has spent time with me looking at the options available to me. For someone who only knows the basics, it’s reassuring for me to know that Jonathan is a Chartered Financial Planner.
Lesley W, Hants
Jon is a knowledgeable Advisor who provides us with excellent advice. I would recommend him particularly for his honesty and integrity, he puts our needs first unlike some in this field. Jon is focused on the best outcomes for his clients.
Emma S, Dorset
Jonathan has been my financial adviser for over 10 years now, he has given me a wide and clearly presented range of appropriate mortgage products on two occasions. Jonathan has recently advised me and my wife on life insurance and health insurance and we are very happy with the choices we have made and are pleased with the rewards that the products give us for making healthy lifestyle choices. Jonathan has gone above and beyond the call of duty even calling a mortgage company to chase up an admin error on their part whilst he was on vacation outside of the UK
Kris C, Dorset
Jonathan always does what he says. He is flexible and is always prepared to assist with anything I need advice on!
Geoff W, Northern Ireland
Jonathan has looked after my investments for almost 3 years. He has always been very easy to talk to and the advice that he gives is always straightforward and understandable – even for a lay person. He just makes the whole process very easy for you and is extremely efficient.
A Chiverton, Hants
Jon, has looked after us for over 12 years and has worked wonders on our Pension pot, would highly recommend him.
Nicola T, Somerset