Jonathan's reviews
Reviewed for
Insurance and Protection ( 45 )
Mortgages ( 7 )
Pensions ( 176 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 110 )
Auto Enrolment ( 1 )
Investments and Savings ( 171 )
Pension Transfers - Non Specialist ( 44 )
Inheritance Planning ( 71 )
Long Term Care ( 21 )
Pension Transfers - Specialist ( 27 )
Financial Planning ( 147 )
Financial Mentoring ( 29 )
Financial Coaching ( 19 )
Reviewers' assets
£500k+ ( 59 )
£200k - £500k ( 35 )
£100k - £200k ( 11 )
( 2 )
Up to £50k ( 8 )
£50k - 100k ( 10 )
Review
by a verified client in Surrey
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning and inheritance tax advice
How has Jonathan Attenborough helped you?
Jonathan has offered sound advice and given me comfort that my investments are future proofed and secure
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Jonathan:
It means a great deal to read you feel comfort and secure from our advice, especially in relation to your largest liquid asset, your pension. With the ever-changing landscape around investment markets, legislation and taxes, it is a challenge but our intention to future proof your planning as much as possible. It's a pleasure to work with you and we look forward to many great years ahead.Review
by a verified client in Berkshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
An increase in earnings and a change in personal situation
How has Jonathan Attenborough helped you?
Provided a clear structure and pathway for long-term growth.
Have you seen the outcome you were hoping for?
Yes
Jonathan:
Thank you very much for taking the time to leave such valuable feedback and it is excellent to know that you feel you have a structured and clear pathway towards future financial security. I look forward to continuing to work with you on your onward journey.Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Independent advice required
How has Jonathan Attenborough helped you?
Guidance and advice on financial planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Jonathan:
You are a long-standing supporter of Waymark and your great feedback means the world to us all. We thoroughly enjoy working with you both on your financial journey and look forward to the future planning with you.Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required independent advice
How has Jonathan Attenborough helped you?
Jonathan and Waymark provide high quality advice on any financial matters I am interested in.
Have you seen the outcome you were hoping for?
tes
What could they have done better?
Nothing
Jonathan:
As such long-standing clients of Waymark, your positive feedback about us providing high quality independent advice means a great deal to the whole team - it is a team effort at Waymark - and we thoroughly enjoy working with you both on your financial journey.Review
by a verified client in Shropshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a need to ensure that my retirement provision is still adequate and that my wife’s retirement was being handled in the best way
How has Jonathan Attenborough helped you?
Jon has given us advice to ensure our goals are being met.
Have you seen the outcome you were hoping for?
Absolutely!
Jonathan:
Thank you very much for taking the time and effort to leave this review. It's a pleasure to work with you and it means a great deal to all of us to know you feel confident your financial planning is helping you both to achieve your life goals.