Reviewed for
Insurance and Protection ( 5 )
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 1 )
Long Term Care ( 1 )
Financial Planning ( 2 )
Reviewers' assets
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement
How has William Winslow helped you?
showed a comprehensive plan for investments and outcomes before and during retirement
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to get in control of my savings and pension situation.
How has William Winslow helped you?
He has helped me realise what changes are needed to secure a financial future I can look forward to.
Have you seen the outcome you were hoping for?
I already feel much more content and confident in my savings and pensions setup compared to before speaking to William, I am now looking forward to seeing my investments grow over time!
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning for the mid/long run to achieve key personal goals
How has William Winslow helped you?
Developed a detailed financial plan to help me achieve my goals
Have you seen the outcome you were hoping for?
Early days in the process but seems like I'm heading in the right direction
Review
by a verified client in Berkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was contacted by one of the representatives from St James place plc
How has William Winslow helped you?
William has been very thorough in-terms of listening to my priorities and what my aspirations are for the rest of my life. He has been kind to suggest products that would provide my financial stability till my retirement and beyond retirement. Listening to my current finances and how I can achieve my financial goals to have comfortable life, he designed and presented a Life plan which articulates how my investment must be planned and how the projection of finances looks after my retirement. This was really helpful.
Have you seen the outcome you were hoping for?
I am hoping to invest as advised.
What could they have done better?
None, every advise was apt and useful
Review
by a verified client in East Sussex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As a new small business owner, I needed advice on optimising my investment strategy, tax planning and retirement plans.
How has William Winslow helped you?
William was a great help in identifying what other investments I should look at, how I could optimise my tax planning for my small business and how I could ensure my family were protected were the worst to happen.
Have you seen the outcome you were hoping for?
Yes - early days but happy with what we put in place.
What could they have done better?
Nothing springs to mind.