J&P Financial Services - Sutton Coldfield

Emma G.

I can’t recommend J & P Financial Services Limited highly enough! Sonia has been absolutely fundamental in helping me consolidate various pensions I had with multiple providers, many of which were underperforming. Sonia's expertise and guidance gave me such peace of mind. My pensions are now in one place, working more effectively for me.

In addition, we asked Sonia to help us search for some level income protection—no easy task given my history with melanoma. Her dedication and knowledge, made what seemed like a daunting process so much easier.

Sonia is professional, approachable, and genuinely cares about her clients. I would highly recommend J & P Financial Services Limited.

Dorothy W.

I can highly recommend J&P Financial Services. From my first contact with Sonia Foxall to the completion of setting up my pension was seamless. All information, and requirements from me were well explained by her. Sonia's secretarial staff are friendly and helpful. Do not hesitate to contact the office.

Karen V.

Thank you so much to Sonia for all her help at what proved a difficult transfer over of my pension due to my previous pension company. Would highly recommend. Also many thanks to Angela for all her support during the process.

Amanda S.

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 .

Wendy L.

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.

Diane R.

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.

Mark S.

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.

Kate H.

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!