Discover what my clients have to say about my services:

Pension and Investment Client in Kendal, Cumbria

I am a client of John’s living in Kendal. I engaged John mid-2023 to assist me through the process of taking my private pensions early and to determine my investment choices going forward. These pensions were a complex mix of defined benefit, defined contribution and AVC funds. With John’s considerable help, I am now in receipt of the target income I was looking for.

John quickly established my priorities, level of investment knowledge and attitude to risk, tailoring the discussion and product selections accordingly. John engaged directly with my existing and target pension administrators to further the process. I have retained John for ongoing annual reviews.

John was very patient throughout this long process and he always listened to my concerns and proposals, tailoring his advice accordingly. Thank you, John!

Pension Transfer Client in Clitheroe, Lancashire

I have known John in a professional capacity for many years and, as my ‘trusted adviser’, he handled the transfer of a pension scheme a number of years ago with, as expected, consummate professionalism. Following a somewhat ‘enforced’ retirement due to difficult personal circumstances, I asked John to assist with the transfer of a further pension scheme. This again was handled timely and with the professionalism I have come to expect from him.

Unfortunately, the existing pension provider delayed matters significantly and placed a number of barriers in both mine and John’s way. However, John’s tenacity has finally come to fruition and, after six months, the transfer has been effected. John has kept me informed of the progress throughout this time with regular calls and emails and has offered his support with the ongoing complaint with my former pension provider.

I cannot recommend John Tamblin Financial Services highly enough.

Investment Client in Appleby-in-Westmorland, Cumbria

If you’re looking for a financial adviser then I recommend John. He listened to what I want to achieve, researched the right investments for me, and explained how they work clearly and patiently. John always has time to answer my questions and I think he provides a first-class service. 

Investment Client in Kendal, Cumbria

John carefully guided us through our investment plan, taking great care to ensure that we were happy with what he was suggesting and that we understood how our money would be invested. It’s a complicated business at times and John helped us through each step and made the process as simple as could be. Thanks, John!

Investments and Pension Advice Client in Penrith, Cumbria

We have known John for ten years and during that time he has advised us on our estate, including investments, pensions and property considerations. Invariably cheerful and positive, he has worked hard to offer us and arrange the best options for investment, understanding our risk perception precisely. The results speak for themselves, with a spread of holdings proving buoyant during several market crises. 

We are delighted with his patient and friendly approach and, of course, the excellent results he has facilitated.

Pension Advice Client in Lancaster, Lancashire

I had a number of private and work pensions which, on the face of it, appeared complicated. John reviewed the policies and options available and explained in simple English the financial investments open to me, giving me a clear understanding of something that, until then, had appeared complicated. John has been extremely helpful and I am delighted with the outcome. 

Investment Advice Client in Ambleside, Cumbria

John has arranged various investments for me in the three years I’ve known him and on each occasion he has secured great deals, has explained clearly what is needed and the implications, and has worked away in the background to take a lot of the pain out of the application process. I highly recommend him.

Investments Advice Client in Ulverston, Cumbria

I found John Tamblin Financial Services via the Money Saving Expert and Vouchedfor websites. Over the course of three meetings at our home, John established our requirements, long term plans and attitude to risk. John was able to detail his recommendations to us in an easy to understand manner. He’d obviously done his homework and came up with solid advise. He was also fair on his negotiations over Advisor fees. The paperwork and money transactions were quickly dealt with. John is very personable, easy to talk to and always available to answer questions. I would have no hesitation in recommending John Tamblin Financial Services.

Pension and Investments Advice Client in Grange over Sands, Cumbria

Following a big move and a change in our working situations and the consideration of the need for pensions and providing for a comfortable retirement, we decided that we needed to thrash out our financial situation.

Our priorities were to decide on investment of a sum of money to generate some income but with an element of flexibility and an assessment of our current pension provisions. We wanted to talk to someone who could explain things clearly and simply, gather together various options and then help us to decide on the best for us. I researched local financial advisors extensively, reading reviews and looking at websites. From the beginning we liked the look and feel of John’s website – nothing pretentious or full of jargon. He seemed approachable and that impression was confirmed the first time I spoke to him on the phone. We were pleased, when we actually got to meet John, to find that he was exactly the same in person. He talked to us about our priorities and how we felt about investing and spent a lot of time getting to understand our situation and our expectations before going off to investigate various options.

Communication was excellent and to suit us, a mixture of email, telephone calls and then face to face meetings. John was always very clear about time scales, how long something would take and when he would next be in touch. He has always taken away any questions or queries arising from our discussions and found answers to them very punctually. John was always very friendly and very professional and incredibly generous with his time and always happy to organise meetings to suit us, either at our home or in his office in Kendal.

John has been able to help me with my pension plan arrangements as well as investments for the two of us. We both feel very reassured that we have in place, provision for the short and medium term and John keeping a close eye on the progress of our portfolio.

Pension Advice Client in Barrow-in-Furness, Cumbria

We have known John for a number of years as our financial adviser and we cannot recommend him highly enough. From our initial meeting, we were met with professionalism and enthusiasm and were quickly impressed by his knowledge. We warmed to his personality straight away. John took the time to find out our ‘wants and expectations’, and over the years has found us the right pension products to enable us to achieve those expectations. His support and advice has been invaluable and he is always on hand and makes sure we fully understand the products that are part of our portfolio. His relaxed manner hides a diligent professional as a memorable phone call one day reminded us.

It‘s not often these days that you find an individual who is prepared to go that extra mile, but John is one of those people. We don’t consider John as just our financial adviser, we consider him as a friend too. We would like to thank him for his ongoing support and will continue to recommend his services to others in our position. Thanks John, your advice is much appreciated.

Pension Advice Client in Kendal, Cumbria

John set up my pension for me a few years ago. I was very confused about the process as I didn’t really know anything about finance, and a bit nervous. John explained what he would be doing in simple, easy to understand terms and was very patient. The pension has done very well since it was set up and John is always available to speak to when I call in.

Company Pension Scheme and Family Protection Client: Levens near Kendal, Cumbria

I approached John for advise on a rather complex life insurance requirement to protect my family. I was extremely impressed with his friendly and personal service. I have subsequently used him to recommend a pension scheme for my company. I can see me having a long and fruitful relationship with John and I have recommended his services to friends.

Investment Advice Client: Kendal, Cumbria

I was given John’s details by a friend, as I required investment advice, I had tried to deal with local banks previously, however they would only discuss my requirements over the phone which I found difficult to understand.  After trying to deal with bank advisers in call centres, I found it very refreshing to speak with an adviser personally, and not someone from a call centre. He even called to my house to discuss my requirements, once John had established my needs he painlessly got me the right product to match my needs.

I have been delighted by the personal service I received from John, so much so I have recommended him to 2 of my friends.

Investment Client: Kendal, Cumbria

I was given Johns number from a good friend who had used him in the passed. I was not disappointed with the service I received. John was approachable and friendly and on my first appointment he discussed all my options.

Once he had all the details he needed, he was quick and efficient at finding all options and also advised me what financial pathways would be best to suit my future plans. I cannot recommend him enough for anyone who needs a helping hand with any financial advice they require.

Life Insurance and Investment Advice Client: Kendal, Cumbria

We originally contacted John Tamblin to help us find the right product for us. We chose John because he was a whole of market adviser.  John was great in helping us find the right investment package and took the time to explain the different options.

When we wanted to take out some Life Insurance and invest some savings John was the natural choice for us as we knew he would offer us excellent professional advice.  John is approachable, knowledgeable and takes the time to explain things.  We wouldn’t hesitate in recommending him.

Pensions Advice Client, Kendal

Having started my own business, I needed to take stock of my existing pension plans. I was looking for a local independent financial adviser with a particular emphasis on pensions. I found John’s details through a local internet search and was impressed with his credentials and background. Having contacted then met John, I was immediately put at ease with his calm manner and found John very easy to talk to.

John is always very friendly with a professional approach to business and exceptional work ethics.

John was able to assist me with my new pension arrangements and will now be looking after the pension portfolio.

Pensions Advice Client, Old Hutton Nr. Kendal

John, it was a real pleasure to have met you and your advice has been very helpful. I would recommend your services to anyone looking for pension advice, in fact I would go to say that you have been the most professional and easy to talk to Financial Advice person I have met.

Investment Client, Barrow in Furness

We were given Johns number by a friend who had used his services. Our particular product wasn’t as John put it “the easiest” but with a lot of additional work we got the financial product we needed. We would have no hesitation in using and recommending John for any future business. His service was prompt, professional and efficient.

Investments Advice Client, Sedbergh

John Tamblin has been my Financial Advisor for a number of years, firstly with Barclays and more recently independently. He has helped me enormously with my investments, an undertaking I would not have been able to attempt without Johns extensive knowledge. Needless to say I have been very happy with the outcome.

I have always found John to be approachable, trustworthy and knowledgeable, fully understanding my needs.I have every confidence in him.

Investments Advice Client, Lancaster

John is in charge of my investments on the stock market and I very much like his thoroughness and the meticulous way in which he explains everything. I also believe that he likes his work and that his heart is in it and in trying to do his best for his clients.

Pensions Advice Client, Silverdale

Having been self employed for 3 years, I hadn’t paid into a pension since I finished in local government. John, undertook an appraisal of my needs, what I was after, how much I could afford and did research for the right pension. My pension arranged by John has only been running a few months, so it will be some years before I see the real benefit of John’s advice.

I feel satisfied that I have now have a modest pension to which is affordable and will hopefully accrue in the years to come. Given my personal circumstances, I don’t think John’s advice could have been better. For a small business it’s important to make pension provision no matter how modest your income maybe. It is important to get the right advice from a professional and make it suits your circumstances.

Investment and Life Cover Advice Client, Kendal

John helped me to find the right investment product and excellent life cover. I feel that John fully understood what I was looking for by listening and communicating well throughout the transaction. He always got back to me promptly and answered any questions or concerns I had. I would without doubt recommend him to family and friends and use his service again in the future. 

Pensions Advice Client, Lancaster

John explained my pension options to me in a way that I could understand. I hadn’t reviewed my pension for many years, so was very pleased that John identified that my pension was not growing at the level that I was hoping. He quickly sorted everything out and now my pension fund is in a scheme that has much better potential for growth.

Investments and Pensions Advice Client, Penrith, Cumbria

John Tamblin has been our adviser on investment and pension options for some time. John is very straight forward as he explains our various options. We are comfortable that our investments including pensions are invested according to our profiles and are performing to our satisfaction.

Life and Critical Illness Policy Advice Client, Carlisle, Cumbria

John was able to help me with a life & critical illness policy which covered me and my daughter.  He looked at various options and was able to find a policy which suited my price range and gave me adequate cover.

Investments and Savings Advice Client, Kendal, Cumbria

John has been my financial adviser for over a decade. I consider him to be helpful honest and a reliable adviser. I felt he always put the interest of the client first. In 2009 I was widowed and John was always there to help and advise me through difficult choices and financial complexities. If ever I have had a problem with investments John was always ready to meet at my convenience and discuss and advise. I trust John implicitly with all my financial affairs.

Life and Critical Illness Advice Client, Bolton-Le- Sands, Lancashire

I met John to review my savings and investments. He has helped me a lot and immediately got me new life & critical illness policies, which provide me with a lot more cover for longer and cost less, than the policies I had. I am very pleased with John’s work and recommended him to friends.

Investment Client, Kendal

John knows his stuff! He is very approachable and didn’t mind explaining things to me to make sure I understood. He is flexible about contact and he gave regular updates. John found me a great financial product and insurances and he did all the hard work for me. He made the whole process so much easier.

Investments Advice Client, Penrith

I have known John Tamblin as my Financial Advisor for a number of years. John was quickly able to have a clear understanding of my financial position, my financial needs and objectives. I feel he has given me the appropriate credible advice to meet these requirements. I have found John to be honest, trustworthy and knowledgeable.   He has always been reliable and easy to access.