Present, available, knowledgable and patient
My family and I have worked with Jon Brydon on the recommendation of a family member who is an existing client of Jon for the purposes of investment of a family members assets we are in the care of.
For context, my family and I had never engaged with the types of products and services we have used through Jon. Consequently, I was very impressed and incredibly grateful for Jon’s very present, available, knowledgable and patient approach with us as we explored options. A key difference we have observed from dealings with other financial advisers was Jon’s method of having initial conversations primary through video calls rather than emails or phone. Follow up messages would often be by email but Jon would suggest follow up video or phone calls if appropriate. This has enabled the opportunity to easily ask questions, and follow up questions, on several occasion and receive timely and helpfully clarifying responses. Included in this are financial concepts we were learning about alongside statements in policies and documentation which required further unpacking.
Jon maintained an open and collaborative (all family members needed to understand and agree a course of action!) atmosphere ultimately resulting in a very pleasing end result.
Through our positive interactions regarding family financial matters, my wife and I have engaged with Jon on several of our own personal financial matters. Jon has built and maintained our confidence through this journey and we really look forward continuing working with him again in the coming years.
For context, my family and I had never engaged with the types of products and services we have used through Jon. Consequently, I was very impressed and incredibly grateful for Jon’s very present, available, knowledgable and patient approach with us as we explored options. A key difference we have observed from dealings with other financial advisers was Jon’s method of having initial conversations primary through video calls rather than emails or phone. Follow up messages would often be by email but Jon would suggest follow up video or phone calls if appropriate. This has enabled the opportunity to easily ask questions, and follow up questions, on several occasion and receive timely and helpfully clarifying responses. Included in this are financial concepts we were learning about alongside statements in policies and documentation which required further unpacking.
Jon maintained an open and collaborative (all family members needed to understand and agree a course of action!) atmosphere ultimately resulting in a very pleasing end result.
Through our positive interactions regarding family financial matters, my wife and I have engaged with Jon on several of our own personal financial matters. Jon has built and maintained our confidence through this journey and we really look forward continuing working with him again in the coming years.