Client Story - Sonia Olsen
Jonathan Mapp has been financial advisor to my husband and me for many years.
Where it began
"We were introduced to Jonathan by our very good friend who was already a client back in 2005 when we were both working full time. He has helped us simplify our financial affairs, made us understand what we have and how this all works together in supporting us in the future. We’re both useless at managing money but thanks to Jonathan, he has sorted us out, made a plan and the value of our investments has gone up enormously, which we are very grateful for."
Fast forward to today...
"I have now been retired for almost 10 years from Teaching and the time has flown by. Jonathan helped us to budget when we were looking to move house over 7 years ago so that we could be nearer to our daughter and family. We crunched the numbers so that we knew how much we could afford to spend without impacting our future lifestyle.
"What we really appreciate about Jonathan is that he has been more than just a Financial Advisor. He’s become a friend and a great support during difficult personal times. When my mother died, he spent a lot of time helping me sort out her affairs and getting things in order and completed in a tax efficient manner.
"But more than this, when my husband died just before lockdown, he has been there for me and my family. Not only would he ring to see how I was but he’s guided us through Probate and sorting my husband’s finances and making this tax efficient for the family. This he continues to do."
Sonia’s advice to you…
"I still don’t take a great interest in the financial details, I just know Jonathan is there to let me know I have enough and he is always encouraging me to spend more! I cannot express my gratitude to him for his support and friendship. Jonathan was the only person who could make me laugh when I was in the depths of grief. Who could imagine that a Tory could be such a treasure!"
Your journey starts by contacting us for a free no obligation chat to see if what we offer is right for you.
Belmore Financial Planning is a Limited Company. Company Registration number: 13056177. Registered Office: 15 Bridge Road, Wellington, Telford, Shropshire, TF1 1EB
Belmore Financial Planning Ltd. is authorised and regulated by the Financial Conduct Authority (No. 941420). Further details can be found on the FCA website: https://register.fca.org.uk.
Full details of the Financial Ombudsman Service can be found on their website:
https://www.financial-ombudsman.org.uk