Tucana Financial
4.69 out of 5 from 42 user reviews.

Here is just a selection of customer reviews of Tucana Financial. You can read more of them on their site.

Tucana Financial - Reviewed by Tony Morden on .
We started off with Geoff Matthews many years ago and then at a later stage Lance took over the management of our portfolio. I have to say we’re very happy to be looked after by Lance & Tucana, hav.......
Rating: 5
Tucana Financial - Reviewed by Patricia Falconer on .
I’ve been with Lance since 1999, before the days of Tucana and moved with him. I never give a 5 star rating as no one is perfect (but would give 4.5 half if I could), but I entirely trust Lance to .......
Rating: 4
Tucana Financial - Reviewed by Ann Forster on .
I was first introduced to Lance through a family connection as he was a colleague of my Mothers financial adviser. I'd rate him 4.5 as he always understands my priorities and values (I never give 5.......
Rating: 4
Tucana Financial - Reviewed by Andrew Holmes on .
I first came across Lance when he was introduced via Ian Shipley several years ago. I'd rate Lance as a 5 with the most important thing being he always explains things very well........
Rating: 5
Tucana Financial - Reviewed by Chris Sundt on .
We had a Financial Planner many years ago who had a real personal touch about the service they gave. However, after several take overs we found ourselves part of a huge corporation, who were more int.......
Rating: 4
Tucana Financial - Reviewed by Stephen Lewis on .
I came across Lance as a result of being introduced via a long time financial adviser, Geoff Matthews. The most valued component of financial advice I receive from Lance is the fact that it is very.......
Rating: 5
Tucana Financial - Reviewed by Derek Jenkins on .
We went to a series of lectures given by Geoff Matthews more than 20 years ago now and later migrated to work with Lance and have been with him over 5 years now. I would have given 5 stars had it n.......
Rating: 4
Tucana Financial - Reviewed by Richard Wetenhall on .
Lance was first introduced via my brother in law. I value the relationship with Lance and Tucana and have recommended them to others so I’m happy with the service. I particularly like that Lance p.......
Rating: 4
Tucana Financial - Reviewed by Brian Lester on .
For many years I was with Geoff Matthews and then carried on with Jonathan. I really value the advice I get, especially around pensions as they can be a nightmare. If there was one thing they .......
Rating: 4
Tucana Financial - Reviewed by Terry Anselm on .
We’ve been with Lance since his days in Blue fin. The most valuable thing I get from our relationship is steady investment returns. I’m not financially orientated so I go to the qualified people t.......
Rating: 5
Tucana Financial - Reviewed by R & S Williams on .
We originally had a recommendation to work with Geoff Matthews who was working with Lance and there was a good succession made to stay Lance. I would rate the level Lance as a 5, primarily because .......
Rating: 5
Tucana Financial - Reviewed by Michael Hasslacher on .
I originally met Lance through Geoff Matthews and Lance then became out personal Financial Planner. He’s a thoroughly nice chap and we get on well and I’m entirely happy with what he’s be doing for us.......
Rating: 4
Tucana Financial - Reviewed by Neil Farmer on .
Jonathan’s business partner used to run the pension scheme for a company I was a co-owner and then subsequently became our personal financial adviser. I would rate the service as a 4 as having some.......
Rating: 4
Tucana Financial - Reviewed by Nigel Atkinson on .
We started many years ago when Jonathan took over our account. The things I most value about the service I get are success and trust. For instance Jonathan seems to have managed to weather the storms.......
Rating: 5
Tucana Financial - Reviewed by David Gregory on .
We’ve been dealing with Jonathan at Tucana since Blackfriars was taken over and then Jonathan came into the picture and was given responsibility for our account. I’d characterise the service we get a.......
Rating: 5
Tucana Financial - Reviewed by David Harris on .
Originally we used another person in Shrewsbury who retired and when Jo went independent we thought it was a good idea to go with him I’d rate the service Jo gives us as a 5, mainly because of the .......
Rating: 5
Tucana Financial - Reviewed by Rick Wells on .
I've know Lance for at least 10 years now and the only reason I've rated him a 4 if 5 for me equals perfection so I hardly ever gives 5s on principle. However, I can't think of anything specific th.......
Rating: 4
Tucana Financial - Reviewed by John Hennam on .
My wife Sue and I have been working with Jo since the early days 5 - 10 years ago when he was at Thinc Destini and when he moved we weren't happy so we've followed him to Tucana. We're very happy w.......
Rating: 5
Tucana Financial - Reviewed by Paul Gartrell on .
I first met Jo when he was working with Geoff Matthews about 7 years ago and I'd rate the service from Jo as a very good 4. The only reason I've not rated a 5 is that sometimes the back office coul.......
Rating: 4
Tucana Financial - Reviewed by Paul Chamberlain on .
Lance was brought in to advise re: pensions with a former employer and I later took him on personally. Lance is very good at drilling down to make complex information more understandable and I'm .......
Rating: 5
Tucana Financial - Reviewed by Mike Phillips on .
I’ve had a connection the company for many years which, through merger and acquisition, ended up as Tucana Financial Services and I’ve been working with Jonathan for several years now. His servic.......
Rating: 5
Tucana Financial - Reviewed by Rodney Dick on .
I’ve worked with Jonathan for 5 years or so now having been introduced to him via Geoff Matthews. I would say I’m very happy with the service from Jonathan who has a good attention to detail espec.......
Rating: 5
Tucana Financial - Reviewed by Tony Mercer on .
We were working with Geoff Matthews, who we were introduced to via our accountant who then introduced us to Jonathan and his co-workers. Jonathan comes to see us on a 6 monthly basis. He takes the.......
Rating: 5
Tucana Financial - Reviewed by Roger Hampson on .
Geoff first introduced Jonathan, and we been working together for many years now. I’d rate him and Tucana 5 out of 5 because you get the feeling their genuine, honest and straight forward not a pus.......
Rating: 5
Tucana Financial - Reviewed by David Anslem on .
I first met Lance through a Financial Planner called Ian Shipway and Lance has been looking after me for 6 or 7 years now. We look at investments in slightly different ways (e.g. I like to look ann.......
Rating: 5
Tucana Financial - Reviewed by Richard Stockwell on .
Jonathan is always very attentive he definitely listens to all our need. Whilst we’re not particularly demanding, what we were doing over the last couple of years changed frequently and we have consta.......
Rating: 5
Tucana Financial - Reviewed by Richard Sillars on .
We’ve been with Jonathan for many years and I’d rate the advice he gives very highly. He’s very patient when you ask questions and we’re very pleased with the results. I would be confident recommend.......
Rating: 5
Tucana Financial - Reviewed by Cathy Coles on .
I met Jonathan through Geoff Matthews who we met when he and my husband went for an interview for insurance job. Geoff looked after our affairs and then passed onto Jonathan over time. Jonathan .......
Rating: 5
Tucana Financial - Reviewed by Jim Styles on .
I had dealings with Geoff Matthews who helped us for about 20 years. Lance became involved before Geoff retired and we’ve been working with Lance now for roughly 10 years. We trust him completely .......
Rating: 5
Tucana Financial - Reviewed by Rosina Dickens on .
A few years ago, a friend of ours, who had been our consultant retired and introduced us to Jonathan. I trust him completely as he looks after us, speaking to both of us and listens to what I say. .......
Rating: 5
Tucana Financial - Reviewed by Rod Plummer on .
I’ve been a client for over 20 years and Lance took over as my adviser about 8-10 years ago. Lance has worked with me on a long term plan and I’m pretty happy with it despite the way the markets ar.......
Rating: 4
Tucana Financial - Reviewed by Mick Clifford on .
I first met Lance through a colleague of his who retired back in 2005 and I’d rate the service provided 4-5 as not only does he know my portfolio and my aspirations very well, but his advice is always.......
Rating: 5
Tucana Financial - Reviewed by John Burroughs on .
Through my step son who had dealings with Tucana Financial Planning work wise and suggested I talk to Lance 3-4 years ago. Lance always does what he says he’s going to do answers questions honestly.......
Rating: 5
Tucana Financial - Reviewed by Graham Anderson on .
I had been in touch with Geoff Matthews for many years and when he planned his own retirement he recruited Lance Baron as his successor and we've been happy to have Lance as our financial planner for .......
Rating: 5
Tucana Financial - Reviewed by Barry from Guildford on .
My association started way back in 1989 following a meeting with what was CLM at a conference, shortly after I became a self-employed consultant. After several transitions I started working with Lance.......
Rating: 5
Tucana Financial - Reviewed by Chris Brooks on .
Lance has been our Financial Planner for over 8 years from before Tucana Financial Services. I’d rate the service he gives very highly as he always gives me his personal attention, none pushy advice .......
Rating: 5
Tucana Financial - Reviewed by John Rowcliffe on .
I first met Lance when I was recommended by a friend to go and talk to a company he worked with in 2008. I liked Lance's approach and stayed with him when he left to form his own company in 2010 and w.......
Rating: 5
Tucana Financial - Reviewed by David Lewis on .
I’ve been a client for 14 years now Lance always has a clear explanation of approach and cash-flow plan, easy to follow documentation and undertakes understandable annual reviews. I don’t think there .......
Rating: 5
Tucana Financial - Reviewed by Peter Fraser on .
A friend of mine who was a client with Tucana first recommended them to me. I rate them very highly as not only do they get all the information together, having a good attention to detail but they al.......
Rating: 5
Tucana Financial - Reviewed by Athar Shareef on .
I was first introduced to Lance and Tucana Financial Planning through a friend who had been using them for some time and recommended them to me. I’ve been impressed by the investment philosophy and a.......
Rating: 5
Tucana Financial - Reviewed by Robert Mojab on .
I was first introduced to Lance some 7 or 8 year ago when Geoff suggested I work with him. What I value most is that Lance is always available as I don’t have to go through layers of corporate nonsen.......
Rating: 4
Tucana Financial - Reviewed by David Thomas on .
A family friend recommended Lance about 7 years ago. We worked with Lance from day 1, though the rough times of the market fluctuations and moved with Lance to Tucana. I tend to mark hard to keep.......
Rating: 4