August 2021 by Natasha F
My session with Jon was excellent and I would definitely recommend getting in touch with him. Taking the time to understand my lifestyle and goals, Jon provided helpful, tailored and reassuring guidance. I left our session feeling confident and positive.
March 2021 by Lauren F
My session with Jon was great. Being in my early twenties, I wanted to better understand my current financial standing and opportunities for the near future and further. The session with Jon gave me confidence and clear direction for my immediate focuses as well as suggestions for longer term goals. I would highly recommend getting in touch with him, whatever your circumstance.
March 2021 by Tash F
My session with Jon was excellent and I would definitely recommend getting in touch with him. Taking the time to understand my lifestyle and goals, Jon provided helpful, tailored and reassuring guidance. I left our session feeling confident and positive.
March 2021 by daiplum
Jon has been advising me for many years and I am so grateful for his knowledge and understanding of my circumstances. As a retired headteacher I have been able to maximise my pension allowing for greater independence and security.He is a tried and trusted professional who is responsive and measured.
March 2021 by D IH
Jon provided excellent service in difficult circumstances.
January 2020 by Wendy A
I have been assisted by Jon's professional input over the last 5 years. Initially I was seeking reassurance and ideas about how best to manage my money. Jon was very knowledgeable and conducted a financial review for me, where we tweaked things like my pension. Over the years he has continued to answer occasional questions about my pension and investments, and more recently has taken time to understand my changing circumstances, and to begin to guide me on pension and IHT issues.
December 2019 by Ian Turnbull
My wife and I have been working with Jon for nearly 15 years, and in so many areas (investments, retirement, pension advice, care plans for elderly relatives etc) he has been an outstanding financial adviser. At every stage along the way, Jon has taken care to understand our needs, has met with us regularly, and has helped us achieve our objectives. His care, attention to detail and advice have been first class and we have total trust in him. Both as a person and a professional, we cannot recommend him highly enough.
December 2019 by Mrsheltz
Jon (Smarter Financial Planning) has helped me for several years now; providing excellent advice as I have managed the transition from work to retirement. He has given me well-researched and knowledgeable advice on a number of investment possibilities and I have been delighted with the outcome of these. He continues to support my interests and to be a friendly and sound adviser. I can recommend SFP wholeheartedly.
