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.
Thank you so much to Sonia for all her help at what proved a difficult transfer over of my pension due to my previous pension company. Would highly recommend. Also many thanks to Angela for all her support during the process.
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 has brokered our mortgage, a re-mortgage, and all was great. But my pension is where she has excelled. I don't understand it, she clearly does; the most important thing is that she listens to my needs and starts from there. Have recommended her to colleagues that I like as well.
I needed some advice about moving my pensions and after reading about scams and things finally found Sonia through the pensions advisory service. She went through all the options available and after what seemed like an age (pension companies fault not Sonia's) everything got moved and sorted. Being a cautious investor, Sonia took this into account when choosing the investments for me. Would highly recommend.
Sonia, from Mercia Financial Planning, became my independent financial adviser back in October 2018. I needed to make some extremely important decisions on my pension funds to ensure I got the maximum benefit from them in the long term. Having spoken with someone professionally prior to Sonia I was really none the wiser! Sonia took the time to understand my requirements fully, the complexity of my existing funds, and took the time to explain it all fully. She was able to sense when I didn’t fully understand something and would ensure I did before she left or finished the call. Having agreed the actions for my pension she has then been able to assist with arranging the appropriate funding options for a new property that I have decided to buy. My personal circumstances have changed slightly but Sonia has continued to be at hand all the way to ensure my financial requirements are all met. I can’t recommend her highly enough, and indeed already know other people that have since chosen to make use of her expertise.
Sonia has helped several family members and friends with their financial affairs and has recently been of invaluable help in sorting out my deferred pensions. One of these was straightforward but the other was more complicated and we were up against a deadline set by the employer. Sonia followed up on progress weekly to start with and then daily and the transfer has just gone through! Sonia found a scheme to transfer my funds to which suits my needs perfectly. She is extremely thorough and goes the extra mile to help her clients. Highly recommended!
I am a first time buyer and Sonia was recommended to me by our family financial advisor as an expert in all things mortgages. From the very first time I spoke with Sonia and throughout the process, she was knowledgeable, proactive and really cared about my situation. Sonia found me an excellent mortgage offer and supported me in dealing with both my solicitor and estate agent. Even after my property offer was accepted and Sonia's work was effectively done, she continued to check in and make sure things were progressing well. I cannot thank Sonia enough for her support during what was quite a daunting few months as a first time buyer and can't recommend her highly enough - thank you!
J&P Financial Services is located at 25 Western Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 5SP, UK
You can contact J&P Financial Services at +44 7710 493229
You can find directions to J&P Financial Services by following this map link