What our Clients say
Confidence in Pensions Advice
"Dear Jonathon, Thanks again for the invite to the pension seminar, my over-riding thoughts were that it's potentially such a complex field then best we leave it to the ''experts'' and communicate at all times with you and your colleagues.!! I should also say that it confirmed my confidence in your business, not that I needed further assurances."
Sound Financial Advice
"Friendly yet professional service, we have known Jonathon for many years after we were referred to him by a Mortgage Advisor. He has provided us with sound financial advice in this time and we trust his judgement wholeheartedly. As a result we have referred Jonathon to numerous other friends and family, who are equally trusting of him and the services he is able to offer."
Ian and Wendy Hodges-Jackson
Comprehensive Financial Plan
"We have known Jonathan for over 12 years and have valued his advice and knowledge of the markets .We have built a comprehensive plan that over time has met all its objectives over the medium and longer term ,and we are more than happy to endorse Jonathans services and his expertise. My wife and I regard Jonathan not only as a professional financial advisor but as a valued and trusted friend."
Willie and Christine Hamilton
Sound knowledge of Financial Services
"Jonathon has been a pleasure to work with. His knowledge of financial services is excellent as is his swift and friendly client care. His service for my clients is so good I have no hesitation not only in recommending him to them but also to my friends."
P.B Partner Solicitors Practice
Providing advice for over 10 years
"Jonathon Crisp has been providing me with financial advice for over 10 years. The advice he has provided has covered a wide spectrum of needs, including personal as well as company investment planning as well as pension planning. His work has always been of the highest integrity and professionalism and I trust his guidance implicitly. I have recommended his work to a number of companies and individuals I have worked alongside and, like myself, they have all been delighted with the sound advice he has given. I would have no hesitation in recommending him again."
Dr L Cammish Phd Director, Lindaction Ltd
No hestitation recommending
"Having worked with Jonathan on a number of mutual clients, I have no hesitation in recommending him to others. He is very switched on but combines that with a gentle personality which is very refreshing."
H Partner National Accountancy Practice
Pension plans explained in simple terms
"When the time came to look closely at my pension plans I knew that I would need help. I am used to dealing with quite complex financial matters, but pensions are different with constantly changing rules / laws, and great care needs to be taken to ensure that you get the best result for your future needs. It is an extremely important decision which I felt required expertise from people used to dealing with such matters. At all times I knew where I stood regarding fees etc., and all the intricacies of the pension plans were explained to me carefully, efficiently. and in a friendly manner ."
Mr & Mrs N Ely
Down to earth financial advice
"I have enormous confidence in Jonathon's advice. He is always very helpful, plain speaking and down to earth. I would highly recommend him to all"
"Personal service aimed at producing strong financial performance"