Sarah was nervous about how to best manage the inheritance she received when her father died. She didn’t expect to understand any of the financial team’s advice, but she discusses the personable nature of the team at Jones Hill and her ongoing relationship with the firm.

“I thought Brian was just brilliant. A breath of fresh air, and not what I was expecting. I liked the way they talked to me: in a totally uncondescending way.”

When my father died, he left me with more money than I’d ever had. I realised that the times are gone when you could just put money into a building society and get interest back. My son said, “You’ve got to find a Financial Adviser”. So, I went and looked on the internet and found Jones Hill.

If I hadn’t liked them or liked the vibe I got from them, I would have just gone somewhere else. But no, I liked them. I thought Brian was just brilliant. A breath of fresh air, and not what I was expecting. I liked the way they talked to me: in a totally uncondescending way. They have the patience to just explain what’s happening.

I don’t get the feeling that they’re selling something or pushing something. I really get the feeling that my interest is at the heart of what they’re doing. I like the way they asked me where I saw my life going and what I wanted. They work out a plan around what you want.

It is the teaching side of it; they do explain things really well, with really simple diagrams, which I like. I was terrified that it was going to be a bit like taking my car to the garage and the mechanic saying, “This needs doing and this needs doing” and I’d just say “Yeah, fine”, because I haven’t got a clue how a car works. I thought they might say that with money, but no. I do feel like I’ve got control over things.

I can ask them questions. They’re not distant. You can ring up, you can ask them any question and they’ll give you an answer to it. I think that’s the nicest thing. It’s like having a big brother. That’s the best thing about their company and their ethos: it’s more like a family. They’ll just say yes, sit down, I’ll get you a cup of tea and I’ll talk you through it.