Jonathan's reviews
Reviewed for
Insurance and Protection ( 45 )
Mortgages ( 7 )
Pensions ( 181 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 112 )
Auto Enrolment ( 1 )
Investments and Savings ( 176 )
Pension Transfers - Non Specialist ( 44 )
Inheritance Planning ( 73 )
Long Term Care ( 22 )
Pension Transfers - Specialist ( 27 )
Financial Planning ( 150 )
Financial Mentoring ( 29 )
Financial Coaching ( 19 )
Reviewers' assets
£500k+ ( 61 )
£200k - £500k ( 37 )
£100k - £200k ( 11 )
( 2 )
Up to £50k ( 8 )
£50k - 100k ( 10 )
Review
by a verified client in West Midlands
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was investing myself in stocks and private pensions and needed help and advice
How has Jonathan Attenborough helped you?
Jonathan has taken all the worry and stress out of my hands and I now feel safe
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Review
by a verified client in Kent
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had sold a house and received an inheritance where I needed the surplus cash to be invested.
How has Jonathan Attenborough helped you?
By advising and guiding me in how and where to invest, also answering any question I needed answering to give me the confidence to do this.
Have you seen the outcome you were hoping for?
100%
What could they have done better?
Nothing
Review
by a verified client in Kent
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Waymark for many years and this advice is ongoing
How has Jonathan Attenborough helped you?
Keeping my financial plans on track and robust
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hertfordshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Waymark for over 20 years, initially with Mark Wilson, founder of Waymark, and then with Jonathan.
How has Jonathan Attenborough helped you?
Jonathan has continued to provide excellent advice and guidance for pension planning. Without Mark and Jonathan’s advice I don’t think I would have my retirement planned out.
Have you seen the outcome you were hoping for?
Yes, advice given means I will have the retirement funds I need when I stop working.
Review
by a verified client in Essex
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for my future after retiring from my business
How has Jonathan Attenborough helped you?
Totally understood my needs has never tried to divert me into anything I am not sure of. Explains everything to detail that’s the ups and downs
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing I am pleased with everything they do and have great trust and confidence in them