Clear, concise &
Following retirement, I need someone to pull together my rather chaotic pensions and other saving schemes. After having poor relationships with another 'Financial Advisor', I choose Michael as a local service that had excellent reviews. After diligent and exhaustive investigation, Michael was able to consolidate my affairs into an easily understood and logical package, that shows every sign of fully meetingmyneeds. I can only recommend his services to anyone who needs aFinancialAdvisor that will go the extra mile.
Thank you very much Michael for the advice you gave us concerning our pensions. I would have no problem recommending you to any of my friends and really did appreciate your help, you saved us thousands of pounds owing to us not understanding their wording.
Andrew & Cheryl
Earlier in the year I decided to plan for my retirement sooner rather than later as the annuity rates were dropping month by month but i needed good sound advice from a independent financial adviser. After a lot of web searches i found Michael Jones web site and after reading the testimonials they were full of praise for his professional abilities but this was combined with a honest and caring person whose feet were firmly on the ground. I had 5 different pensions to sort out, Michael worked in a efficient and professional way to resolve them all to my satisfaction and i was updated at all times during the process.
To anybody looking for help and advise on planning for retirement, along with the best deal possible - i recommend him without reservation.
Mick was very thorough in dealing with the transfer of my pension, fully explaining the financial options in a professional and friendly way. I now recommend him unreservedly to clients of my own business.
Michael Jones is my independent financial adviser and he has loked after me for last ten years he has helped me to swap my investment to grow for better and recently he has given me good advice - overall he is a good adviser and helpfull for my finance.
Michael has been extremely helpful in my search to source a much better pension scheme than my old CIS pension plan, which had been underperforming for several years, I now feel confident that with Michael's input my investments will do exactly what they are supposed to and look forward to his ongoing support over the next few years, till my retirement.
Michael did a review of my family's finances, looking at pensions, mortgages, savings, life insurance etc. He provided a friendly and professional service and his advice and recommendations were excellent, saving me money on a number of policies. I would be delighted to recommend him to anyone looking for a financial adviser.
I needed help getting through the minefield that surrounds the relaxation in pension rules.
I found Michaels web site and contacted him. I'm so glad I did, he sorted everything out for me, very professionally without any fuss or bother. I would recommend Michael to any of my friends or family without reservation.
Mr Jon Woolley
Having taken the opportunity to retire early, I found myself in the position of having no knowledge of investment opportunities, and my occupational pension 'lump sum' in the bank. It is at times like these that you need a financial adviser.
Having known Michael Jones's family for many years, I approached Michael for his advice. This was a very wise choice. Michael explained my options in a clear, concise and professional manner, and the plan he recommended gave a very satisfactory return, especially in economic climate at the time.
I would have no problem in recommending Michael's services to anyone needing financial advice.
Following early retirement, we had a lump sum to invest so we sought Michael's advice. After taking into account our views and financial circumstances, he suggested an all-in-one bond which has proved very successful, achieving capital growth of very nearly 10% p.a. over the last 4 years. We would not have known about this product without Michael and would be happy to recommend him as a financial adviser.
Mrs S Wallis
Michael's help and independent financial advice has been invaluable. He manages my investments as well as those of my disabled brother. He made the process of managing my finances easy when I retired from full time work. I would recommend him without reservation.
Michael was introduced to me via a professional colleague. Michael has been over viewing and dealing with personal pensions for me and has saved me from a number of unsuspecting pitfalls that would have come my way. Michael's intervention has had a significant and positive effect on my long term finances. Thank you.
D M Matthews
Michael Jones arranged a personal pension plan for me, he came to my home at a time that suited me, he explained everything to me so that I understood the pitfalls and the risks of investing in certain areas. He was very friendly but very professional. Your service was greatly appreciated.
R D Iddon
Michael gave me sound advice which enabled me to pay off my mortgage balance within a 2 year time frame. Notably, I asked him initially to seek a product in which I could invest. Michael, by giving me the best advise for my own circumstances, forfeited for himself, any bonus from the sale of a financial product. That is the only time EVER I have received that kind of honest and candid advise.I will happily recommend Michael.