Jean Paul Betancourt DipPFSReviews 

5
TrustScore 4 out of 5

4.1

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Company details

  1. Financial Consultant

Written by the company

As an experienced financial adviser I help individuals and businesses take control of their financial future. I specialise in personalised strategies to help clients growth their wealth, protect their family and assets and achieve their long term goals. I review clients’ circumstances holistically to maximise and protect clients from all areas including retirement, insurance, tax, investments or inheritance tax planning. I enjoy making complex financial terms and theories sound simple for clients to understand and to empower them to make life changing financial decisions.


Contact info

4.1

Great

TrustScore 4 out of 5

5 reviews

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4.1

All reviews

(5)

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Rated 5 out of 5 stars

JP was awesome from day one

JP was awesome from day one! He is the very best financial advisor I have met. Professional helpful and humble guy. He’s also helping my team on their finances and investments.

February 13, 2025
Unprompted review
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Rated 5 out of 5 stars

I have made the right choice

I have every confidence that I have made the right decision entrusting my finances / pensions to Jean Paul.
A very professional, and friendly person who has the ability to be able explain quite complex documents in a way that even I can easily understand.

February 10, 2025
Unprompted review
Rated 5 out of 5 stars

So pleased we found Jean Paul

So pleased we found Jean Paul.
After a bad experience with a previous advisor who lost a large part of my husband's pension pot we were extremely wary of any advisors. However, once we met Jean Paul he not only put our minds at rest but over the last two and a half years he has
proved his worth.

September 17, 2024
Unprompted review
Rated 5 out of 5 stars

Jean Paul has been an excellent pension…

Jean Paul has been an excellent pension advisor for us over several years. Our pension investments have done remarkably well even at very low risk. He is very thorough in his research and advice regarding our investments and explains plans clearly.
I cannot recommend him highly enough.
Steve E

September 13, 2024
Unprompted review
Rated 5 out of 5 stars

Jean Paul is the expert on pensions.

Jean Paul was very thorougher in explaining all financial information to guide me in the right direction for now and in the future with my pension.
I would highly recommend him to anybody who needs guidance in setting up or managing a current pension.

September 5, 2024
Unprompted review
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