Reviews
5.0 / 5 · 31 totalTo the layman anything financial is daunting, I had the good fortune to be recommended to the Company J&P finances, where I met Sonia Foxall. Literally from day one I felt at ease, everything was explained to me in terms I could understand, there were no interrogations just conversations about what my life was like, what my dreams were etc, like talking to a family member or mate. Sonia sorted everything for me and gives me confidence in my financial future, she is always at the end of the phone if needed. I look forward to my annual catchup. I would absolutely one hundred percent recommend Sonia (and have) to anyone requiring financial advice.
Sonia and her team (especially Angela) have overseen the growth of my portfolio over the last 6 years. This has been so successful that I have been able to retire early without any loss in my standard of living. On the run up to my retirement they have handled the transfer of a separate pension into my portfolio to enhance my savings. They also administer an ISA which is also doing well. Over all of these processes over the 6 year time period I have been given excellent advise which have served my financial situation to a exceptional level. In addition to my yearly review all their correspondence is prompt, clear and informative and helpful. Sonia will even put out emails when times are rougher to give clients an outline of the situation (whatever that may be) and helps allay worries in times of financial turmoil. I would, and have recommended J&P Financial Services, they are extremely professional, courteous and download really have the interests of their clients at heart. Chris (happy customer of 6 years)
What a find through a recommendation from our accountant! Sonia and her team have been fantastic in pulling together our pensions into one place and potentially improving the investment returns. Easy to deal with in a really comfortable environment. Wonderful people. This is a relationship for life.
I can highly recommend J&P Financial Services. From my first contact with Sonia Foxall to the completion of setting up my pension was seamless. All information, and requirements from me were well explained by her. Sonia's secretarial staff are friendly and helpful. Do not hesitate to contact the office.
I can’t recommend J & P Financial Services Limited highly enough! Sonia has been absolutely fundamental in helping me consolidate various pensions I had with multiple providers, many of which were underperforming. Sonia's expertise and guidance gave me such peace of mind. My pensions are now in one place, working more effectively for me. In addition, we asked Sonia to help us search for some level income protection—no easy task given my history with melanoma. Her dedication and knowledge, made what seemed like a daunting process so much easier. Sonia is professional, approachable, and genuinely cares about her clients. I would highly recommend J & P Financial Services Limited.
When I decided to move my pension that was being held at the time by my company , I came across j&p financial services . A little nervous I made an appointment, and was invited to there offices . On arrival I was very quickly put at ease and They explained what options were available , it was very clear and easy to follow and I was kept updated with the process of moving my pension pot . It’s now doing very well indeed and I receive regular updates off Sonia and her team , as well as a yearly review, again with Sonia which is very informative . I’d definitely recommend these guys , So worth a visit or phone call , Thanks Sonia and your team . Rich .
Sonia was recommended to me by a work colleague because I needed help and advice with my pensions. She was meticulous in her preparation and in helping me to understand my pension situation. And with the help of Angela, she has sorted out my pension plans. I would recommend Sonia for financial help and advice.