Testimonials & Feedback

Jones Sheridan is committed to providing the highest quality service to it's clients.

We welcome your feedback so we can improve the level of service we provide to our clients.

If you would like to leave feedback please use our feedback form.

Customers

Mark Allan

I have savings investments and a private pension with Jones Sheridan Financial Services. They are an organisation that is extremely professional in all financial matters and provide excellent customer service. At all times they provide clients with the full facts concerning investments and provide full financial reviews every year, ensuring that they continue to provide only the very best service.

I am treated very much as an individual and Jones Sheridan provides me with the very best advice at all times. They never encourage me to enter into a contract that is not suitable and most importantly, ask me to reconsider if I have a financial idea that may not be fully beneficial to me, turning down the opportunity to achieve commission on the investment in the process.

This professionalism and outstanding customer care has resulted in me building a strong friendship with the organisation and their financial advisers. When I visit Jones Sheridan, I am simply going to see a friend for advice.

If you are considering investing money, taking out a mortgage or a pension, you simply couldn’t be in safer hands.

Professional Associates

Charles Fox - Senior Partner, Hall Smith Whittingham solicitors

As Solicitors, it is important to us to be able to direct our clients to a firm who can provide independent financial advice. Jones Sheridan are such a firm. They are knowledgeable and professional. Above all you will find them approachable and keen to give complete satisfaction.

Jonathan Rouse - Director, RED FRED LIMITED

When it comes to investments I want truly independent advice, a clear professional approach, and a commitment to my financial vision. That is what I get from Jones Sheridan and I will be using them in the future.

David Morris - Director, Banks Sheridan Chartered Accountants

We have worked with Jones Sheridan for a number of years and they have constantly demonstrated their wealth of experience whilst providing a first class service. When our own clients identify any financial service requirements, we refer them to Jones Sheridan without hesitation as we can rely upon their team to ensure sound advice is provided throughout.

Philip Heath - Partner, Heath’s Insurance Brokers in Crewe

We have had dealings with the team at Jones Sheridan for a number of years now and have found their professional approach and friendly staff a pleasure to do business with. The advice and support given to clients that we've referred has been excellent and we would happily recommend our clients to them in the future.

Some quotes from our clients

We find your services excellent, from the way we are received by your staff, the way appointments are swiftly arranged and the efficient handling of our affairs by our personal adviser. How can you improve? Well Done!

I have been delighted with service I have received. The advice has always been given in a clear and understandable way. I have really appreciated this as I have found the financial aspects of retirement very daunting - So I have no suggestions as to how you can improve.

Clear, independent advice given in a friendly, yet professional manner. All the relevant products were discussed at length and the risks fully explained.

We have been very satisfied over the last 18 years the way our accounts have been dealt with.

Service and advice from my adviser excellent, fully explained planning and fees. Very satisfied - will recommend.

We thought the service we had from our adviser was excellent and we wouldn't do anything to improve this service. Thank you.

Feedback results

Below are questions and results from our customer feedback survey, for the period of January - September 2007, with 5 being excellent and 1 being poor.

If you would like to see the results in more detail they can be downloaded here.

Setting up your appointment 4.77
Understanding all your financial needs 4.68
Quality of advice given 4.65
Explanation of costs 4.53
Clarity of letters and other documentation 4.60
Updating you throughout the process 4.61
Telephone answering and returning calls 4.72
Ease to contact your IFA 4.68
Developing a long term client relationship 4.69

Latest News

Jones Sheridan continues to expand

June 7th, 2010

As a progressive organisation we are also keen to expand our business.
Read more...

Pensions & Divorce

June 7th, 2010

Divorce can have a far reaching impact upon your clients finances long after the decree absolute.
Read more...

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