Phil's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 1 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 23 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 28 )
Financial Mentoring ( 14 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 5 )
( 1 )
Review
by a verified client in Buckinghamshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate a range of investments under one roof and also to receive advice on pension investments.
How has Phil Jones helped you?
Phil has offered sound and sensible advice on managing my pension, ensuring that the funds are invested to take advantage of both a workplace and a private pension. He has also advised on the level on contributions I should be making.
Have you seen the outcome you were hoping for?
Yes
Phil:
Dear Joanna, Thank you for taking the time to leave such a positive review. I’m really pleased to hear that you’ve found our work together helpful in consolidating your investments and managing your pensions effectively. It’s great to know that the advice provided has helped you make informed decisions around contribution levels and ensured your pension funds are working efficiently across both workplace and private schemes. Achieving clarity and control over your financial planning is always a key aim, so I’m glad we’ve been able to meet your expectations. Your feedback reinforces the value of working collaboratively and taking a structured approach to financial advice. If there’s anything further I can assist with as your circumstances evolve, please don’t hesitate to get in touch. Warm regards, PhilReview
by a verified client in Buckinghamshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wasn't happy with the service provided by my previous advisor.
How has Phil Jones helped you?
He has been able to simplify and streamline my investments, whilst improving performance and reducing costs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Phil:
Thank you, Matthew, for taking the time to leave such a positive review. I’m really pleased to hear that the changes we’ve made to your investments have helped simplify things while improving performance and reducing costs — that’s exactly the balance we aim for. It’s also great to know you’ve seen the outcome you were hoping for. Making the decision to move on from a previous adviser is never easy, so I truly appreciate the trust you've placed in me to take things forward. It’s been a pleasure working with you, and I look forward to continuing to support you with your financial planning in the years ahead. Warm regards, PhilReview
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mainly inheritance planning
How has Phil Jones helped you?
With friendly and understandable explanations
Have you seen the outcome you were hoping for?
Yes very much so
What could they have done better?
I can’t think of anything else Phil could have done better
Phil:
Thank you, Christine, for taking the time to leave such a thoughtful review. It’s wonderful to hear that you’ve found our conversations around inheritance planning both friendly and easy to understand. Making financial decisions in this area can often feel daunting, so I’m really pleased to know that the guidance has felt clear and helpful throughout. Your kind words about not being able to think of anything I could have done better mean a great deal. It’s always my aim to offer straightforward advice tailored to your needs, and I’m delighted that you’ve seen the outcomes you were hoping for. Thank you again for your trust and for choosing to work with me. Warm Regards PhilReview
by a verified client in Devon
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed guidance with wealth management and wanted to understand the decisions that needed to be made.
How has Phil Jones helped you?
He consistently helps me with a multitude of issues. He is integral to my financial planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I have no areas for improvement, I’m happy with all areas.
Phil:
Dear Jen, Thank you so much for taking the time to share your experience. I’m really pleased to hear that you’re happy with all aspects of the service. Supporting you with your wealth management and helping you navigate important decisions has always been my priority, so it’s great to know that the outcomes have met your expectations. Your kind words about the role I play in your financial planning mean a lot to me. Building strong relationships and providing guidance across a range of financial matters is at the heart of what I do, and I’m delighted to have been able to help you. If there’s ever anything else you’d like advice on, or if you have further questions, please don’t hesitate to get in touch. Thank you again for your trust and confidence—it’s something I truly value. Best regards, PhilReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I needed some professional help to manage our investments and pensions and Phil was recommended by Mum.
How has Phil Jones helped you?
Phil has been a great help , explaining things clearly but also in a way we understand .
Have you seen the outcome you were hoping for?
I feel that Phil has acted in our best interests , advising us accordingly in what has been a difficult few years in our country and the rest of the world but we are happy with the outcomes .
What could they have done better?
I think Phil has done everything that we have expected of him .
Phil:
Dear Debbie, Thank you so much for your kind review. I’m delighted to hear that you and your husband have been happy with the outcomes and the support I’ve provided. It’s always my priority to ensure that financial advice is clear and easy to understand, so I’m pleased that you found my explanations helpful. It’s been a challenging time globally, and I appreciate the trust you’ve placed in me to guide you through managing your investments and pensions. Knowing you feel I’ve acted in your best interests means a great deal, as this is at the heart of what I do. Please don’t hesitate to get in touch if there’s anything further you need. I look forward to continuing to work with you both in the future. Best regards, Phil