Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 70 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 56 )
Auto Enrolment ( 4 )
Investments and Savings ( 88 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 44 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 38 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 9 )
£100k - £200k ( 9 )
Up to £50k ( 3 )
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice from knowledgeable person who understood our needs and expectations.
How has Jonathan Willis helped you?
Helped us structure our investments to ensure our future financial stability as well as ensuring financial support for our children.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy with our support, advice and Jon's awareness of our financial needs and expectations
Jonathan:
Thank you for the great review.Review
by a verified client in Bedfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to take early retirement and needed advice on pensions and investments
How has Jonathan Willis helped you?
Jonathan advised the best options for our situation
Have you seen the outcome you were hoping for?
Yes most definitely very pleased with outcome
What could they have done better?
Nothing very pleased with everything
Jonathan:
Thanks for the review.Review
by a verified client in Bedfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was looking to take early retirement and wanted advice on pensions and investments
How has Jonathan Willis helped you?
He help us on all financial areas
Have you seen the outcome you were hoping for?
Yes most definitely
What could they have done better?
Nothing at all
Jonathan:
Thank you for the kind review.Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Felt I needed guidance in the ever increasing confusing world of finance
How has Jonathan Willis helped you?
Jonathan explained things in easy to understand terms with confidence that his years of experience in Financial Advising has given him.
Have you seen the outcome you were hoping for?
Yes, I feel happy with Jonathan and have complete trust in his expertise
Jonathan:
Thank you for the great review.Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Returned the Uk and needed a local professional to give us investment and pension advice
How has Jonathan Willis helped you?
Jonathan has helped us to make informed plan for our investment strategy and and pensions
Have you seen the outcome you were hoping for?
Yes, we are seeing gains form our investments
What could they have done better?
Nothing
Jonathan:
Thank you for the great review.