J&P Financial Services - Sutton Coldfield

Amanda Sly

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 .

Diane Reynolds

My husband engaged Sonia to move his pensions before he retired and now she is working on mine. Sonia is very easy to get along with, very friendly and very efficient.

Wendy Leech

I was recommended to Sonia by my sister and I was told how professional, friendly she was. I didn't really understand my Pension like a lot of people im sure, but now I feel completely settled in the fact Sonia has sorted it all for me. She is great to talk too and always stays in good communication and let's me no exactly what's what. I have recommended Sonia to friends and will Continue to spread the word.Thankyou Sonia.

Mark Smith

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.

Judy Jones

J & P Financial Services, in particular Sonia and Angela, have worked very hard over the last 4 months to assess my financial needs and help me with decisions on investments ( bonds and pension provision for my retirement)
Sonia undertook a full review of my existing investments & savings before before advising for the future. She kept me informed of progress with new investments and will continue to review and advise on my financial situation.

Matthew Parsons

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.

Kate Hale

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!

Roger S

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.