Phil's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 20 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 25 )
Financial Mentoring ( 12 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 5 )
( 1 )
Review
by a verified client in Devon
3 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
3 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, PhilReview
by a verified client in East Riding
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfaction with previous advisers
How has Phil Jones helped you?
Phil has given excellent advice and navigated us through our change in financial advisers. He was able to identify areas where we had received poor advice. Going forward our long term finances appears to be in good health under Phil's thorough and detailed advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Phil:
Thank you so much, Rachel, for sharing your feedback. I’m pleased to hear that you’ve found my advice helpful during the transition from your previous advisers. It’s important that you feel confident in your financial plans, and I’m glad we could address the areas where the advice you received previously wasn’t up to the mark. Ensuring your long-term finances are secure and well-managed is my priority, and it’s encouraging to know you feel your financial future is in good health under my guidance. Thank you for trusting me with your financial planning, and I look forward to continuing our work together to achieve your goals. Thanks PhilReview
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To deal with my investments and to attempt to be tax efficient
How has Phil Jones helped you?
Reorganised funds into a wrap which charges lower fees, and the performance is comparative.
Have you seen the outcome you were hoping for?
It’s done very well. We’re very pleased
What could they have done better?
Nothing. We feel informed as our money is working for us.
Phil:
Dear Mike, Thank you so much for taking the time to leave this thoughtful review. I'm really pleased to hear that you feel well-informed and that the reorganisation of your funds into a more efficient structure has been beneficial. It's great to know that the lower fees within the wrap are helping, while still delivering the comparative performance you were hoping for. Helping you achieve tax efficiency and manage your investments effectively has been a priority, and I'm delighted to hear that you're pleased with the results so far. Should you ever need further guidance or adjustments to your financial plan, please don’t hesitate to get in touch. Warm regards, PhilReview
by a verified client in Lincolnshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for investment advice and pension planning.
How has Phil Jones helped you?
He has provided investment advice and guidance on retirement strategy.
Have you seen the outcome you were hoping for?
By and large, yes.
Phil:
Dear Stephen, Thank you so much for taking the time to share your experience. I'm glad to hear that the investment advice and guidance on your retirement strategy have been helpful. It’s great to know that you’ve largely seen the outcome you were hoping for – helping clients like yourself achieve their financial goals is at the heart of what I do. Working together on your pension planning and investment strategy has been a pleasure, and I look forward to continuing our work to ensure your future financial security. Please don’t hesitate to reach out if you have any further questions or if there's anything else I can assist with. Best regards, Phil