Jonathan Willis

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

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

What were the circumstances that caused you to initially look for an adviser?

I required pension planning advice

How has Jonathan Willis helped you?

Jonathan has advised me and arraged for my current (and various old) work-based defined benefit schemes to be consolidated into a SIPP. He is always very knowlegeble, helpful, responsive and pro-active

Have you seen the outcome you were hoping for?

Yes, my pensions are now consolidated into a SIPP which is much more manageable

What could they have done better?

Nothing that I can think of

What were the circumstances that caused you to initially look for an adviser?

Over the years I have found the advice given has always been of high standard

How has Jonathan Willis helped you?

He has always been available to help with advice when needed

Have you seen the outcome you were hoping for?

Yes. I am now in a position that is secure and satisfying

What could they have done better?

Just keep being friendly with good advice

What were the circumstances that caused you to initially look for an adviser?

Between us we had six different pension funds but had received no worthwhile independent financial advice for several years. We were seeking reassurance that we had enough money to retire and what the best approach was to managing our overall pot of money into and through retirement.

How has Jonathan Willis helped you?

Jonathan provided information on exactly what each of our existing pension pots allowed us to achieve, advice on our alternatives, modelling of our financial position into the future and guidance on the management of our assets in the future.

Have you seen the outcome you were hoping for?

We are happy with our relationship with Jonathan and his team, have improved the management of our pension assets and have been able to retire two or three years before becoming official pensioners.

What could they have done better?

Thus far, nothing.

What were the circumstances that caused you to initially look for an adviser?

Wanted guidance on consolidating DC pensions and financial planning to give me the confidence to retire.

How has Jonathan Willis helped you?

Jonathan has helped us (my wife and I) navigate the complexities of consolidating DC pensions, ensuring we didn’t consolidate those with benefits. Produced a financial plan and drawdown strategy. Consolidated GIAs, ISAs, SIPPs into to a simple, easy to understand platform. Ultimately given us a clear understanding of our spending requirements and the confidence to retire.

Have you seen the outcome you were hoping for?

Absolutely.

What were the circumstances that caused you to initially look for an adviser?

Initially, it was because we had some money just sitting in the bank and not really growing. We were also heading towards retirement.

How has Jonathan Willis helped you?

Jon has been our adviser for over 15 years. We have a review annually with Jon spending hours talking us through our options and making sure that we understand what we are doing and that we are happy with it. He has the patience of an angel!

Have you seen the outcome you were hoping for?

Yes, very.

What could they have done better?

Can't think of anything.

What were the circumstances that caused you to initially look for an adviser?

I reached out to Jonathan for pension advice as I had several company pensions with various providers.

How has Jonathan Willis helped you?

Jonathan diligently carried out the process for my requirements and presented the facts to me in layman terms. The visuals and reports that he produced were easy to follow and provided me with all the information.

Have you seen the outcome you were hoping for?

Yes - I took Jonathan’s advice and consolidated my pension pots. As a result, I’ve seen a drastic reduction in the management fees I was charged previously and my investment portfolio has grown more than I anticipated. In addition, Jonathan also helped us with Inheritance Planning which we’d been putting off for quite some time. It’s given us peace of mind knowing our financial affairs are in order.

What could they have done better?

I would say to continue providing the excellent service and care that you’ve given me. The reports are easy to read and understand to help aid decision-making.

What were the circumstances that caused you to initially look for an adviser?

I was considering early retirement and wanted to consolidate my pensions and get advice on how to maximise my pension income.

How has Jonathan Willis helped you?

Jonathan provided lots of useful advice, carried out a full review of my pensions and then consolidated them into a SIPP. He also advised on investments for my savings. He also monitors the performance of the companies who we chose for my pensions and savings.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with my pension and savings providers.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Jonathan

Excellent first impression. Jonathan listened and asked questions to understand my situation and priorities. He explained things clearly and without jargon. He has a good understanding of ethical investment, which is important to me.

Please provide a brief comment about your experience with Jonathan

Free meeting provided insight into our financial options. Impressive research and screen presentation aided understanding.

What were the circumstances that caused you to initially look for an adviser?

Needed help and advice once I had retired

How has Jonathan Willis helped you?

Always been helpful and very friendly and easy to understand

Have you seen the outcome you were hoping for?

Yes. Excellent service

What could they have done better?

All good so far

What were the circumstances that caused you to initially look for an adviser?

I have an appointment once a year to review my financial circumstances & any changes in options of investments available. This annual review keep me 'on track' with suitable investments.

How has Jonathan Willis helped you?

He helps me assess my financial situation more objectively & helps me to see the whole picture & the trends of any changes. Also he helps me think about my future plans & the options that are available in the future.

Have you seen the outcome you were hoping for?

Yes, he is adjusting my investment choices to meet my current requirements & has given me good advice.

What were the circumstances that caused you to initially look for an adviser?

I possessed various pension amounts from different employers, I needed impartial advice, that could consolidate the funds.

How has Jonathan Willis helped you?

Helpful as I have discovered he always is. Jonathan advised fund by fund what would be the best approach some were allowed to draw from as they were index linked, the remaining funds, we agreed to move into one investment portfolio that is overseen by Jonathan and his team.

Have you seen the outcome you were hoping for?

We have seen growth since our funds have been with Jonathan

What could they have done better?

Happy with all aspects of the service, remarkable given recent years unrest in the world generally.

What were the circumstances that caused you to initially look for an adviser?

I was planning early retirement and needed advice on my future income.

How has Jonathan Willis helped you?

Jonathan has regularly advised me on how to achieve the desired income from my pension and investments and has also monitored the performance and service I have received from the companies with which my money is invested.

Have you seen the outcome you were hoping for?

Yes, I am satisfied with the income I've achieved so far.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Jonathan

very helpful

Please provide a brief comment about your experience with Jonathan

Good first impression. Clear explanation of service provided. Easy person to discuss options with.

What were the circumstances that caused you to initially look for an adviser?

I needed to move my company pension to a new one when I retired

How has Jonathan Willis helped you?

Moving forward making me feel comfortable with my finsnces

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Better return for my money

How has Jonathan Willis helped you?

Jon is all ways very helpful

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement, which included, pension planning, savings and investments, wills and Trusts, lasting powers of attorney

How has Jonathan Willis helped you?

He has attended to all the above, with sensitivity, whilst being efficient, skilled, ethical and honest. My jaundiced view is, one cannot rely that the financial industry (in its widest sense), has the client's welfare at the heart of their business model, Conversely, that is Jonathan's super power. He puts his client's wishes and objectives at the heart of everything he does.

Have you seen the outcome you were hoping for?

Well there has been the small matters of Brexit, a global health pandemic, a Russian invasion of Ukraine leading to war, not to mention 4 UK Prime Ministers since 2019. Jonathan kept us informed of the impact of national and international pressures on the stock markets and investments and guided us through the choppy waters. Glad to say still afloat and sailing.

What could they have done better?

This is a hard question, nothing springs to mind.

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement

How has Jonathan Willis helped you?

Solid advise

Have you seen the outcome you were hoping for?

No - the world is currently in a financial mess

What were the circumstances that caused you to initially look for an adviser?

Planning for the future

How has Jonathan Willis helped you?

Inheritance tax. Provision for grandchildren.

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Jonathan

Jonathan dealt with my query in an efficient and timely manner. He even provided me with a detailed explanation of all my options. He is very knowledgeable in this field and so I have opted to use his seevice

What were the circumstances that caused you to initially look for an adviser?

Need for long term guidance in financial areas in which I have insufficient knowledge.

How has Jonathan Willis helped you?

Enabled me to plan sensibly for the future and understand the options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I am aware of

What were the circumstances that caused you to initially look for an adviser?

We were looking for professional advice to help us plan for our retirement and financial security.

How has Jonathan Willis helped you?

Jon has guided us through the many financial mazes to ensure that our funds are secure and well-invested whilst also matching our ethical expectations.

Have you seen the outcome you were hoping for?

Yes. Clear explanation of the progress of our investments.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Pension transfer advise and inheritance tax advise

How has Jonathan Willis helped you?

Jonathan helped transferring my husbands pension to a Sipp and following that advice on investments. He also advised on inheritance tax issues. Jonathan also advised on LPAs and Wills

Have you seen the outcome you were hoping for?

Yes, we understand the process and have a clearer idea of where are investments are. He advised on keeping solvent as we age.

What could they have done better?

We are happy with the clarity with which he explained our options. We explained that we needed clarity on all fees which he was able to provide.

Please provide a brief comment about your experience with Jonathan

Jonathan called me back and was extremely helpful in answering my query around Inheritance Tax Planning - thank you

What were the circumstances that caused you to initially look for an adviser?

To invest my savings in ethical stocks/shares without taking undue risk.

How has Jonathan Willis helped you?

He has helped me make decisions about investments & advised me about wills & power of attorney.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

My first contact was in search to help with auto enrolment - since then he has helped with all sorts of financial elements.

How has Jonathan Willis helped you?

Jon has helped an all sorts and many different levels of things. Pensions ISAs Trusts etc etc

Have you seen the outcome you were hoping for?

Yes - as well as can be expected with certain financial climates

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

I was suddenly widowed, just before I retired. Such a change in circumstances prompted me to seek support to safeguard my future.

How has Jonathan Willis helped you?

Firstly, he ensured I had the financial support I needed, by detailing the range of options and considerations I could explore. He took much time to get to know my individual situation and character. This is reflected at every subsequent meeting.

Have you seen the outcome you were hoping for?

Certainly. If I have concerns Jon goes out of his way to address them, always presenting the options available.

What could they have done better?

I have nothing to suggest here.

What were the circumstances that caused you to initially look for an adviser?

Approaching pensionable age, I needed advice from a professional that was balanced and trustworthy to review my options.

How has Jonathan Willis helped you?

We were in possession of pensions from various previous employment schemes. Jonathan gathered and organised the various pots, re aligning them into a central fund offering a clear and concise view of what the future could hold.

Have you seen the outcome you were hoping for?

Entirely

What were the circumstances that caused you to initially look for an adviser?

We needed advice on our pensions, investments and savings

How has Jonathan Willis helped you?

Jonathan’s advice on our pensions, investments has given us peace of mind for our future

Have you seen the outcome you were hoping for?

Yes we are very pleased with the advice that was given to us

What could they have done better?

We feel that nothing could have been done any better, very pleased

What were the circumstances that caused you to initially look for an adviser?

I wanted advice on how to invest money that I had inherited

How has Jonathan Willis helped you?

He has set me up with investments and pensions to take advantage of tax allowances and enhance my portfolio.

Have you seen the outcome you were hoping for?

Yes. We have worked together for over ten years. I have also been able to reduce my hours at work to three days improving my life greatly thanks to Jonathan's advice.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

How someone can help me look after my monet

How has Jonathan Willis helped you?

Jonathan has made me aware of my finances and how best to invest to my interests .

Have you seen the outcome you were hoping for?

Absolutely very happy

What were the circumstances that caused you to initially look for an adviser?

With no work or private pension plan we needed advice on saving and investing for our retirement while we were still working.

How has Jonathan Willis helped you?

Jon talked us through our options with the outcome of having savings/capital we could draw from when necessary to supplement our state pension.

Have you seen the outcome you were hoping for?

We have just had our annual review and we are still on track with our objective.

What were the circumstances that caused you to initially look for an adviser?

I had retired and wanted to merge my pensions into a new scheme and start taking an income.

How has Jonathan Willis helped you?

Jonathan helped me greatly by reviewing all my pension arrangements and advising me what sort of scheme I could enter into in order to provide me with my desired pension income going forwards. Since that time he has regularly reviewed my pension and investments with me to ensure they are kept on track and has helped with any queries that I've had on other financial issues.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Pension was in a Big Fin SIPP that was quite expensive in fees and I had no financial guidance from them on my referred risk levels

How has Jonathan Willis helped you?

Explained how I can control my SIPP with as much or little input from me

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing, all expectations met or exceeded.

Please provide a brief comment about your experience with Jonathan

I found Jonathan to be very professional and knowledgeable, he took time and was extremely patient in explaining everything fully. I felt that I had an excellent grasp of all my options by the end of our appointment. Jonathan took time to listen to my circumstances and was very generous with his time. Friendly and kind, I would, and have, recommend him.

Please provide a brief comment about your experience with Jonathan

Any recommendations by Jonathan are well researched and thoroughly thought out . I value his professionalism, dedication and frank opinions. I have known Jonathan for over 7 years and have valued his sound judgement on on all financial issues and advice.

What were the circumstances that caused you to initially look for an adviser?

Having retired I needed expert advice and and Jonathan was highlt recommended

How has Jonathan Willis helped you?

Guided me and helped in my early retirement planning

Have you seen the outcome you were hoping for?

So far so good

What were the circumstances that caused you to initially look for an adviser?

To invest my money to provide a good income.

How has Jonathan Willis helped you?

Over the years Jon has always given sound advice and explains everything clearly. He has always been available to help with any difficulty Jon has always given excellent advice and explains everything clearly. He has always been available to help with any difficulties that I have had.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

Needed advice on my investments.

How has Jonathan Willis helped you?

Jonathon has been very helpful as always. He explains everything very well and gives sound advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No.

What were the circumstances that caused you to initially look for an adviser?

inherited money

How has Jonathan Willis helped you?

made our inheritance more tax efficient

Have you seen the outcome you were hoping for?

.

What could they have done better?

.

Please provide a brief comment about your experience with Jonathan

Jonathan explained everything clearly and was very professional

What were the circumstances that caused you to initially look for an adviser?

We wished to move our pension and investments

How has Jonathan Willis helped you?

Very professional and friendly service

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

to put pension funds into a SIPP

How has Jonathan Willis helped you?

SIP set up plus other investments now on same platform

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Death of Husband

How has Jonathan Willis helped you?

Jon has shown me the best way to invest my money

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

I don't think they could have done anything better

What were the circumstances that caused you to initially look for an adviser?

I needed to transfer my pension to one that was more beneficial for my future

How has Jonathan Willis helped you?

Advised me of the best pension to suit my needs and give me a monthly pension amount to cover my requirements

Have you seen the outcome you were hoping for?

Not as yet, but this is mainly due to the financial markets after Covid

What were the circumstances that caused you to initially look for an adviser?

Wanted more value for my Savings.

How has Jonathan Willis helped you?

Jonathan Willis and his team have always been helpful in giving advise in investments and savings.

Have you seen the outcome you were hoping for?

I have seen an increase in the value of my investments and savings.

What were the circumstances that caused you to initially look for an adviser?

Financial planning is getting ever more complicated and we needed professional advice with various issues

How has Jonathan Willis helped you?

Friendly and well targeted advice specifically for us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The zoom meetings during the pandemic were not easy but now we are back to face to face discussions which are much better

What were the circumstances that caused you to initially look for an adviser?

We began working with Jonathan last year to get our financial affairs in order, as we approach retirement. He put together a personalised plan for us and recently met again for a review.

How has Jonathan Willis helped you?

Jonathan collated all the relevant information, and fully explored what our short, medium and long term financial goals are in order to assemble a holistic overview our our current circumstances and future possibilities. He put in place, Wills, Trusts, LPA's, SIPPs and inheritance planning. Jonathan is an expert at what he does. Additionally though, he is not just there to 'sell' products. He works with integrity, honesty, always striving to give the best possible advice and outcome to clients. That is a rare thing in the financial sector, as the many mis-selling scandals have evidenced over recent years.

Have you seen the outcome you were hoping for?

Yes: Skill and expertise + integrity and honesty = Satisfied and happy customer

What could they have done better?

Nothing springs to mind. More of the same at the next review suits me.

What were the circumstances that caused you to initially look for an adviser?

Retirement planning specifically linked to work pension options.

How has Jonathan Willis helped you?

Jonathon provides ongoing support in helping us to manage pension and income options for our retirement, in a tax efficient manner, whilst also proactively forecasting and reviewing our lifetime cash flow and time line status so we achieve our personal goals.

Have you seen the outcome you were hoping for?

Yes the outcome is as expected in the current climate.

What could they have done better?

Nothing, we always find Jonathon personable, honest, straightforward and knowledgeable.

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement and necessary to review my ability to finance our lifestyle.

How has Jonathan Willis helped you?

Clear and detailed advice to achieve our goals .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Not feeling confident about my own ability to invest in a way that suits my needs (e.g. eco-friendly as possible & in an ethical manner).

How has Jonathan Willis helped you?

He explains issues clearly & gives sound financial advise, seems aware of issues (potential pitfalls or simply worries) relating to investment

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing comes to mind.

What were the circumstances that caused you to initially look for an adviser?

We were looking to retire but didn’t know if we had the funds to do so

How has Jonathan Willis helped you?

Jonathan gave us the best options and advice available to us which we found to be very helpful

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

Nothing as far as we are concerned. Cannot fault advice given

Please provide a brief comment about your experience with Jonathan

Jonathan listens to all I have to say. This means he can use his extensive knowledge to ensure I can fulfil my plans through carful financial management. He has advised me for over a decade now and am delighted with all outcomes

What were the circumstances that caused you to initially look for an adviser?

Expertise was sought to enable plans for retirement to be put in place. Various plans from previous employment needed organising!

How has Jonathan Willis helped you?

Jonathan organised finances from the several sources into a cogent effective package, carefully assessing each fund on its own merits, resulting in a growth pattern that has endured over the years meeting our expectations.

Have you seen the outcome you were hoping for?

Absolutely

What were the circumstances that caused you to initially look for an adviser?

Help with my savings and investments in addition to retirement planning.

How has Jonathan Willis helped you?

Jonathan has helped me put together an investment portfolio and pension, plus helps me with my tax planning. I now have a clear financial plan to see me through today and later life.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I had retired and wanted to consolidate previous pensions and start taking an income from them.

How has Jonathan Willis helped you?

Jonathan was very thorough in explaining all my potential options and helping me to understand what would be the best thing for me given my particular wishes and circumstances. He helped consolidate everything into a new pension scheme and recommended ways to maximise any other potential investments in accordance with my attitude to risk.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the results of the first year in the new schemes that Jonathan recommended.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Needed better advice on managing my pension

How has Jonathan Willis helped you?

Helped me move my pension to a lower cost platform and funds that aligned better with risk I was prepared to take.

Have you seen the outcome you were hoping for?

Yes, have greater visibility of my pension and the funds I’m bought into.

What could they have done better?

Nothing, great service at all stages of the process.

What were the circumstances that caused you to initially look for an adviser?

We had invested into an offshore bond when living overseas, with an aim to putting this into trust for our daughter. Unfortunately the trust work never got completed when living overseas.

How has Jonathan Willis helped you?

After returning to live in the UK, we looked to complete the Trust element and Jonathan came highly recommended to effect this and did a very good job of it. As well as doing this, Jonathan reviewed the rest of our investment portfolio, offering good advice on this as well as arranging for our wills and lasting power of attorneys to be appropriately updated to reflect our inheritance wishes. As one of us is a UK citizen and the other is not, the whole process was not so straightforward but Jonathan managed it very professionally and so is now our financial advisor. We're very happy we found him.

Have you seen the outcome you were hoping for?

Yes - very much so.

What could they have done better?

Jonathan handled the whole process with a cordial professionalism. We don't believe it could have been handled better.

What were the circumstances that caused you to initially look for an adviser?

Needed expert advice

How has Jonathan Willis helped you?

Friendly excellent service. Would recommend to anyone who requires financial advice and help.

Have you seen the outcome you were hoping for?

yes

What were the circumstances that caused you to initially look for an adviser?

Needed to ensure that our later-life would be financially secure and that the planning had been undertaken before necessity demanded.

How has Jonathan Willis helped you?

Undertook a thorough review of our present position, considered an overview of our aspirations and developed a financial plan that addressed our needs.

Have you seen the outcome you were hoping for?

Our plans are developing as Jon had predicted.

What were the circumstances that caused you to initially look for an adviser?

Transfer of work Pension to a more beneficial one after retirement

How has Jonathan Willis helped you?

Advice and planning for my financial future

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Had some money that needed professional advice

How has Jonathan Willis helped you?

with investments and pensions

Have you seen the outcome you were hoping for?

yes - considering the pandemic !!

What could they have done better?

as i'm not a professional investments person - can't really comment

What were the circumstances that caused you to initially look for an adviser?

I needed guidance on the best way to invest my money.

How has Jonathan Willis helped you?

Always with good advice and helpful in all aspects.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

In my case I do not think so.

What were the circumstances that caused you to initially look for an adviser?

Jon was recommended to me

How has Jonathan Willis helped you?

He did a sterling job getting my finances transferred from one company to another

Have you seen the outcome you were hoping for?

So far so good. Impressive

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Needed to ensure we were ready for retirement and the future. Current investments were not performing as well as we hoped. We needed wills and LPAs and estate planning put in place.

How has Jonathan Willis helped you?

Jonathon took care of drawing up new wills; setting up Trusts; taking an overview of our assets and working with us to arrive at a suitable and sustainable retirement plan. We now know when we could retire and what type of budget is available. This brought clarity and peace of mind for the future. He has also moved our investments to ESG (Environmental; Sustainable and Governance) products and platform, which is performing much better than where we were previously. When moving from a Standard Life platform, the department that releases clients money was tardy and Jonathan was on the ball chasing and chasing and keeping us in the loop about what was happening. I feel sure SL would have taken even longer had he not chased as regularly. Strange when we were giving our money to SL to invest they took it extremely quickly.

Have you seen the outcome you were hoping for?

Jonathan brings honesty and integrity to every part of his work. I am pretty cynical about the quality of service and the ethical stance taken within the Financial Services Industry in general, but Jonathon is such a refreshing change. He is well informed, well qualified and provides an honest and value led service. I would have no hesitation in recommending him to others - in fact I already have to a couple of friends and family members.

What were the circumstances that caused you to initially look for an adviser?

Previously investments were held with a bank but seemed very limited and of a poor return.

How has Jonathan Willis helped you?

Spent a lot time assessing my requirements. Gave advice about having powers of attorney and a solicitor to use which was taken.

Have you seen the outcome you were hoping for?

Covid crisis was very worrying watching investments falling sharply but thankfully things have recovered to a large extent, much better than leaving everything in savings accounts.

What could they have done better?

Completely satisfied with the service.

What were the circumstances that caused you to initially look for an adviser?

Having retired we needed advice on managing our savings

How has Jonathan Willis helped you?

He can explain things in simple language

Have you seen the outcome you were hoping for?

He continues to provide an excellent service

What could they have done better?

eaten less biscuits

What were the circumstances that caused you to initially look for an adviser?

We needed help as we have a couple of properties and are now of retiring age so wanted to know the best way to leave these to our children.

How has Jonathan Willis helped you?

Jonathan looked at all of our assets and set up trusts to provide for our children.

Have you seen the outcome you were hoping for?

We obtained what we set out to do, and ended up with a clearer idea of where we stood financially. He did this in an unambiguous way, explaining everything in plain English as we went along.

What could they have done better?

We chose Jonathan Willis after extensive research and we got good sound advice from an extremely well qualified and knowledgeable professional who took time to provide the best service anyone could ask for, He and everyone else we dealt were more than competent and efficient .

What were the circumstances that caused you to initially look for an adviser?

Initially looking for someone to set up a trust

How has Jonathan Willis helped you?

Helped  with estate planning and got us set up with our wills and trusts as well as advice with my pension  We found Jon to be exceedingly knowledgeable and  well qualified he gave us a lot of advice and helped where an ordinary solicitor did not have the expertise. He  was courteous, explained things in easy to understand language where necessary and was always helpful, making you feel that nothing was too much trouble.

Have you seen the outcome you were hoping for?

jon did everything we asked of him and ended up doing more, he ended up by tidying up some loose ends that we didnt even know we'd got.

What could they have done better?

Right from the start we knew we were obtaining help from someone who knew what they were doing and we were so right. Jon did everything he was asked for like the professional that he is.There was nothing that could be improved on.

What were the circumstances that caused you to initially look for an adviser?

We wanted to make the best use of savings and do not have the knowledge to make sound decisions.

How has Jonathan Willis helped you?

He made suggestions about inhertitance tax planning and other investments we had not considered

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Jonathan

Jonathan was extremely clear in his explanations - using layman's terms to help explain things that I did not, at first, fully understand. He was able to present me with different possible scenarios. His knowledge on a number of areas of interest to me was expansive. He was able to immediately carry out calculations that helped me and he signposted me to useful sites. Jonathan was very clear about what was information and what was advice. Above all his approach was one of encouraging me, in future decision making, to reflect on what is important to me and what suits my personality/outlook. I gained clarification from him about my situation and at no time felt under pressure. Many thanks for the service received to date.

What were the circumstances that caused you to initially look for an adviser?

Question relating to pension transfer and IHT

How has Jonathan Willis helped you?

Answering the question put to him.

Have you seen the outcome you were hoping for?

No. This will not be evident until after my death.

What could they have done better?

Very little

What were the circumstances that caused you to initially look for an adviser?

I have been working with Jonathan for over a year and he's been helping my wife and me to plan our future and look after our investments. I wanted someone that was more than a basic financial advisor and was able to help me plan for my retirement with clear guidance and objectives; so I don't have to worry so much in these uncertain times.

How has Jonathan Willis helped you?

Jonathan has completely restructured all my properties into trusts and helped my wife and I write a detailed Will, which has a lot more financial information than a standard Will you'd get from a solicitor. He has helped me to move my pension from my company scheme into a private SIPP and guided me and my wife on saving with our tax-free ISA's. I'm always very happy with Jonathan and he is very knowledgeable about what to do with my investments. I can highly recommend Jonathan Willis.

Have you seen the outcome you were hoping for?

I have seen a positive outcome for my pension which has performed a lot better since it has been moved and Jonathan has saved me money on my tax obligations. I also have all my properties in trust and a proper plan for the future instead of a guess.

What could they have done better?

I am very happy with Jonathan so nothing needs to change.

What were the circumstances that caused you to initially look for an adviser?

Auto enrolment help

How has Jonathan Willis helped you?

Completely setup auto enrolment scheme for my company

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

I inherit some money

How has Jonathan Willis helped you?

Help me invest it wisely

Have you seen the outcome you were hoping for?

Yes my invests have gone over the years

What could they have done better?

I my very happy with them