Reviewed for

Insurance and Protection ( 36 )

Mortgages ( 70 )

Pensions ( 86 )

Equity Release ( 10 )

Retirement income (annuities, drawdown) ( 27 )

Auto Enrolment ( 7 )

Investments and Savings ( 45 )

Pension Transfers - Non Specialist ( 18 )

Inheritance Planning ( 6 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 14 )

Financial Planning ( 15 )

Financial Mentoring ( 3 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 14 )

£200k - £500k ( 15 )

£100k - £200k ( 15 )

Up to £50k ( 24 )

£50k - 100k ( 9 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Surrey

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

I have reached retirement and had particular questions regarding how to use my different pensions and investments to fund my non-salaried life.

How has Wayne Griffiths helped you?

1) Answered my questions in a manner which I could understand and provided re-assurance that I had a number of strong options. 2) Mentioned other relevant topics that stretched beyond my original questions.

Have you seen the outcome you were hoping for?

Yes and more !

What could they have done better?

Nothing.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Wayne

I contacted Wayne with regards to legacy planning for my parents, we had a number of questions and were looking for reassurance of our current understanding of the process. I have to say that Wayne was friendly, reassuring and a fountain of knowledge on the subject. Wayne is excellent at establishing a rapport with his clients an making them feel at ease whilst providing confidence in the advice given, at no point was there any pressure to employ Wayne's services and his opinions and advice were unbiased and never loaded. It was a refreshing throwback to the days when good customer service and the interests of the client were placed above anything else. I would have absolutely no hesitation in recommending Wayne to any of my friends or family and there is only one place I will go when I next need financial advice. Excellent Service

Wayne's reply

Wayne, thank you so much for your review, I know how busy you are so taking the time to complete one is really appreciated! It was lovely to meet you and your mum and dad (and the dogs!) and if you ever need anything just give me a shout, best wishes Wayne

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Surrey

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

Reaching retirement and needing to provide an income from pensions to replace the previous income from employment.

How has Wayne Griffiths helped you?

Reviewing my financial position; explaining my options and explaining historical developments in pension income provision. Recommending the investment strategy and choosing suitable funds against attitude to risk.

Have you seen the outcome you were hoping for?

So far, yes. The process is not yet completed.

What could they have done better?

All has been fine so far; process not yet completed.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Bristol

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

We needed a re-mortgage on our residential house. We also needed to re-mortgage our buy to let property. We then needed to port our residential mortgage ready for when we move house.

How has Wayne Griffiths helped you?

We were given expert advice on which was the most suitable mortgage for both our residential and our buy to let property. We were also given very useful financial advice and guidance on how much we could afford when looking to buy a new property. We then needed to port our mortgage to our new residential property, and this was handled swiftly and we were informed of the progress at every stage to help things move efficiently when purchasing our new property.

Have you seen the outcome you were hoping for?

Yes! There was a lot to organise because everything fell at similar times, but we were given great advice from the team and it was all handled efficiently.

What could they have done better?

Nothing! Everything was handled professionally and we've had great advice and guidance throughout.

Wayne's reply

Thank you so much Natasha I’m so glad we were able to help, best wishes Wayne

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Surrey

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

I wanted to understand more about my pension options and try to re-assess my mortgage payments.

How has Wayne Griffiths helped you?

By taking time to explain his recommendations thoroughly and in 'non-jargonese' language, so that it is easier to understand and make informed decisions.

Have you seen the outcome you were hoping for?

Certainly my mortgage payments have been cut and I am in the process of changing my pension plan, following Wayne's advice.

What could they have done better?

Totally happy with the service to date.

Wayne's reply

Thank you Mary, so kind of you, lets catch up again soon, best wishes Wayne

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

My ex husband was giving me a lump sum and I needed to invest it wisely for income.

How has Wayne Griffiths helped you?

He came to my home and was informative and sensitive to my needs and requirements. I was not pressured at any time.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure they could.

Wayne's reply

Thank you so much Marilyn

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Needed advice on a pension saving scheme

How has Wayne Griffiths helped you?

Helped me to decide what to do with my savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Wayne's reply

Thank you so much Chantal, really kind of you. Best wishes Wayne

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

My previous advisor ceased trading and I was recommended to Wayne

How has Wayne Griffiths helped you?

Increased investment return in ISA and oension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Planned and structured meeting agenda for formal financial reviews

Wayne's reply

Thanks Mark really appreciate this

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Prior to talking to Wayne, I had a pension adviser who I had been working with for nearly 20 years and with whom I was very satisfied. They were a small independent company that got taken over and the adviser(s) I knew all left. I was confronted with a much younger guy who, putting this simply, was a fee chaser and was saying things that made me very uncomfortable. After speaking with a friend and neighbour, I was given Wayne's contact details and at the very first meeting, I was hugely reassured that I was talking to someone very much like my original pension advisers, someone entirely trustworthy who was out to do the best he could for me and my wife. His advice since then has been well-thought out and I am extremely confident of a good working relationship with One Financial Solutions in general and Wayne in particular.

How has Wayne Griffiths helped you?

Wayne and his colleagues undertook a detailed review of my wife's and my pension arrangements / funds, providing recommendations on alternative funds to invest in and facilitating the withdrawal of funds from an investment bond to pay off the mortgage. The advice received so far has been extremely well presented and reasoned, it was immediately obvious why we were receiving the specific advise we were and it made decision making very easy.

Have you seen the outcome you were hoping for?

Yes. The various transfers we discussed have all been accomplished with minimal effort and we were able to successfully pay off the mortgage in November, which was awesome. Obviously, it is still early days and we have yet to see the results of the various fund transfers but Wayne and his colleagues have so far done a fantastic job and we are extremely pleased with One Financial Solutions - it was a huge relief meeting Wayne after the uncomfortable meeting with our previous adviser.

What could they have done better?

I am not sure it could have been done better - possibly slightly quicker but these things take time and we wanted to get the best possible strategy in place for our future so I really don't have any massive suggestions here. We were both delighted with the service we received, it has been a huge relief and pleasure working with Wayne and his colleagues so far.

Wayne's reply

Thank you so much David for such a lovely review! It has been an absolute pleasure to deal with Kathryn and yourself and the previous advisers loss is definitely our gain! Best wishes Wayne

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Dorset

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

approaching retirement

How has Wayne Griffiths helped you?

Understanding the variety of opportunities to save and invest. Importance of a balanced portfolio.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Wayne's reply

Thanks Peter, you are a superstar as always

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

The need to transfer earned pension funds into investments to finance my future.

How has Wayne Griffiths helped you?

Directing me to sound investment of my pension money into investments that generate a real return.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing springs to mind.

Wayne's reply

Thanks Phil. Val and yourself are an absolute pleasure to deal with and I always look forward to our meetings

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Needed advice on some old pensions from various companies I had worked for in the past.

How has Wayne Griffiths helped you?

Wayne has been an excellent advisor for my enquiries on how to manage my pensions. He helped amalgamate them all under one umbrella.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not at all.

Wayne's reply

Thank you so much Annie, you have been such an amazing client

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Planning for my retirement

How has Wayne Griffiths helped you?

Wayne took the time to understand my retirement needs and my pensions and tailored his advice accordingly which gave me the confidence to be able to retire. Wayne will always respond in a timely manner to any question and his ongoing advice and support has proved extremely helpful.

Have you seen the outcome you were hoping for?

Yes-the financial advice and support received has enabled me to retire.

What could they have done better?

Nothing.

Wayne's reply

Thanks as always Lorraine

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Because our money was not earning any interest plus we wanted to discuss our pensions.

How has Wayne Griffiths helped you?

Wayne always explains everything so we have a clear understanding of all options. Wayne will always assist with anything we are unsure of and i have full confidence in him and his staff.

Have you seen the outcome you were hoping for?

Unfortunately because i was extremely cautious the money invested lost money plus the bad interest rate.

What could they have done better?

Nothing

Wayne's reply

Thanks Julie, Its always amazing to see you and Reg

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

Re evaluating my will

How has Wayne Griffiths helped you?

He will be assisting my solicitor

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Wayne's reply

Thanks Suzette, see you soon

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Wayne

outstanding service from Wayne and His Team from start to finish.

Wayne's reply

Thanks Gary, really appreciate you taking the time to complete this for me

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Mortgage rates changed

How has Wayne Griffiths helped you?

He found me the mortgage for my first property. The has supported me throughout the market changes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. I was very happy.

Wayne's reply

Thank you so much Lucy, you are a superstar!

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Pension asvuce

How has Wayne Griffiths helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Keeping me updated

Wayne's reply

Thanks Ashley, really appreciate the feedback. Really appreciate you taking the time to answer all the questions

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

To check my pension

How has Wayne Griffiths helped you?

Excellent advice with pensions and mortgage

Have you seen the outcome you were hoping for?

Hopefully will do soon

What could they have done better?

Nothing that I know of .

Wayne's reply

Thank you so much Mark for this review, it really means a lot

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I needed a mortgage for a second home.

How has Wayne Griffiths helped you?

Excellent advice and service

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing I can think of.

Wayne's reply

Thanks Adam really kind of you to take the time to answer the questions

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

BTL Mortgages required for rental properties and personal home mortgages for family members. Equity release for Mr & Mrs Watson

How has Wayne Griffiths helped you?

Personal communication excellent with really quick response time. Experienced advisors with excellent knowledge of their products. All staff are easy to speak with, willing to make extra effort to help and a delight to deal with with positive attitudes.

Have you seen the outcome you were hoping for?

Yes, on every occasion

What could they have done better?

Nothing!

Wayne's reply

Thanks Annette its always a pleasure dealing with you

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

financial planning

How has Wayne Griffiths helped you?

clear professional advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing as fa as I know!

Wayne's reply

Thanks John, really kind of you

Review from verified client

October, 2023

Overall

Value

Service

Advice

Based in Surrey

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

Personal to raise funds re a commercial mortgage And pensions

How has Wayne Griffiths helped you?

Professionally and supportive empathetic in very difficult background situation His team very good behind the scenes as well

Have you seen the outcome you were hoping for?

So far Still finalising long term plan

Wayne's reply

Thank you so much Sally, look forward to seeing you soon

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Wayne

Poor one of his associates got back to me who wasn't even on VouchedFor !!! No contact with Wayne at all. Wont be using his services !

Wayne's reply

Hi Iain, I know we have emailed back a forth a couple of times but I wanted to put on record how grateful I was that you replied to my email as you did not have to, and for your kind words when I explained that I had been in hospital with family as again you did not have to be so reasonable and understanding! We always make the effort to call or email an enquiry even when on this occasion it could not have been me for obvious reasons, but I do honestly appreciate your feedback and we will aim to do better next time. Thank you again and best wishes Wayne

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Essex

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

I need to re mortgage soon and I need to ensure my pensions are working well for me for my retirement.

How has Wayne Griffiths helped you?

He has helped me understand Pensions more and the charges I was paying. He was very informative and gave me the information I needed to make an informed decision.

Have you seen the outcome you were hoping for?

At the moment yes, I am still waiting for hear about 1 of my other Pensions and my Mortgage renewal.

Wayne's reply

Thanks Nichola

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Essex

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

I was made redundant and needed financial advice on what to do with my pension and the lump sum I received. Also my husband needed advice with his pension.

How has Wayne Griffiths helped you?

His knowledge, simple way of explaining things and guidance/advice were exceptional. This meant we are now retired and don't worry about our finances, which we would have done had we not had Wayne go through everything with us in the way he did.

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Absolutely nothing.

Wayne's reply

Thank you Lyn, from our very first meeting it has been an absolute pleasure to help you. You are both so lovely and I so look forward to our catch ups!

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Wayne

Wayne was extremely knowledgeable and spent time going through my finances with me. After one meeting, which I was not charged for, I felt I was able to make positive decisions about how to proceed. I will definitely contact him again if I need to.

Wayne's reply

Thank you so much Fiona, it was lovely to see you both and anything I can do, please do not hesitate to get in touch Best wishes Wayne

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in London

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

Too many pension schemes

How has Wayne Griffiths helped you?

Clarity, solutions and action

Have you seen the outcome you were hoping for?

Not yet. I have only been with Wayne for just under a year.

What could they have done better?

Nowt

Wayne's reply

Thanks Philip it has been an absolute pleasure helping you, speak soon Wayne

Review from verified client

January, 2023

Overall

Service

Advice

Value

Based in Surrey

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

Being self employed I had been putting it off for a couple of years, finally got around to it.

How has Wayne Griffiths helped you?

Set up pension and ISA.

Have you seen the outcome you were hoping for?

Early days at the moment.

What could they have done better?

Slightly quicker in the set up prior to our first meeting.

Wayne's reply

Thanks Ollie, really appreciate the feedback

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Advice was required

How has Wayne Griffiths helped you?

By being proactive and assessable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Follow up on advice

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Need advice

How has Wayne Griffiths helped you?

Dealt with transfer of policy from C P FINANCIAL SOLUTIONS and my tax free investment payout.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing it was an easy process

Wayne's reply

Thanks Martin, really appreciate you doing this

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Needed a mortgage with some difficult circumstances as 50% of my income is bonus related so needed specific support and help to get the product I needed.

How has Wayne Griffiths helped you?

Delivered as needed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Wayne's reply

Thanks Ryan, really appreciate the review mate, hope you are all good

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Vale of Glamorgan

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

Introduced many years ago as part of business bank account support team. We have trusted Wayne for financial advice since

How has Wayne Griffiths helped you?

Pensions, mortgages, insurance products - always smart advice and service - takes away all the pain !

Have you seen the outcome you were hoping for?

Yes

Wayne's reply

Thanks Steve really appreciate it, hope you are all good

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Requirement for sound financial advice and assistance with applying for mortgages.

How has Wayne Griffiths helped you?

Provided sound financial advice for myself and family members in relation to pension investments. Provided full assistance and completed the application for remortgaging.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

The service they provided was brilliant throughout and no further improvements can really be made on the service provided to us.

Wayne's reply

Thanks Phil, always look forward to our chats!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in West Midlands

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

Wanted to withdraw part of the pension

How has Wayne Griffiths helped you?

He has helped all the way until the settlement and kept me posted

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They went beyond to help

Wayne's reply

Thanks you some much Zubair

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Pension and equity release

How has Wayne Griffiths helped you?

Making things very clear

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

We were looking to remortgage and Wayne helped us immensely. We have been now with Wayne and his team for years and would not change it.

How has Wayne Griffiths helped you?

Yes.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No, cannot think of anything as Wayne and his team have always been very helpful.

Wayne's reply

Thank you Jana you are such an amazing person to deal with, an absolute joy!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Checking options for retirement

How has Wayne Griffiths helped you?

Listened carefully to my situation and gave sound advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

Remortgage

How has Wayne Griffiths helped you?

Made everything straightforward. Easy to understand, very helpful

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing they were fantastic

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

Needed some professional finance advice

How has Wayne Griffiths helped you?

Took the time to explain everything in layman terms

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing springs to mind

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

For my contributions to my Pension and advice for future payment and combining all pensions into one.

How has Wayne Griffiths helped you?

He has now combined my pensions into one, and I will follow Waynes advice on my contributions to my Pension shortly

Have you seen the outcome you were hoping for?

Yeah I am happy with Waynes advice.

What could they have done better?

Nothing, I am happy with my advice

Wayne's reply

Thanks Jacques, this is really kind of you. I hope you are good and look forward to speaking again soon, best wishes Wayne

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Essex

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

I was looking to retire following redundancy and wanted advice on whether this was feasible and what I should do with my lump sum regarding investments etc.

How has Wayne Griffiths helped you?

Wayne is an extremely experienced financial advisor. Wayne was very thorough in going through not only our finances but in finding out what I wanted from my retirement in order to best advise what I should do with my money to ensure I could retire. Wayne tailors his approach to however you need the information provided which I found so helpful given the complexity of some discussions. Wayne is personable, has years of knowledge and I instantly felt in safe hands dealing with Wayne. I fully trust Wayne to do what is right for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Wayne's reply

Lyn, I'm the lucky one in that you are such an amazing person that our meetings are always so much fun. I can't wait to watch you both enjoy retirement to the full!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

My previous financial advisor ceased training and I needed advice

How has Wayne Griffiths helped you?

Wayne has ensured that I understand my finances and allowed me to make choices to suit my lifestyle.

Have you seen the outcome you were hoping for?

Considering the current climate, yes.

What could they have done better?

Communication is possibly the weakest area.

Wayne's reply

Hi Karen, thank you so much for the review, it has been amazing helping you both in that voyage to retirement and I can’t wait to see you both enjoy it as much as possible over the years

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Due to a change in my personal circumstances i needed advice on my pensions, getting a mortgage, and getting my finances in order for the future.

How has Wayne Griffiths helped you?

Wayne has helped by reorganizing my pensions which allowed my to get a mortgage and purchase a property.

Have you seen the outcome you were hoping for?

Yes coming from what was a difficult position i am now in a place of stability.

What could they have done better?

In some aspects communication could have been better. I'm happy to say however after discussing the matter has been cleared up.

Wayne's reply

Ernie it is always a pleasure to see you and I can’t wait to catch up again real soon. You are an amazing person and someone I am lucky enough to have met let alone help during some testing times! Speak soon

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

We needed a well renowned Financial Advisor following the sad death of our Son who himself was a Financial Advisor.

How has Wayne Griffiths helped you?

Wayne is very approachable and excellent with his Financial Advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Wayne's reply

Anne and Roger thank you so much for your review, it has been my honour to try and step in and carry on the amazing work Chris did

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Previous financial adviser died

How has Wayne Griffiths helped you?

Great advice presented in an easy to understand way

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Wayne's reply

Thank you Christine, look forward to seeing you soon

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

The service was offered to me by my employer

How has Wayne Griffiths helped you?

Providing guidance, advice and support all the way through the process

Have you seen the outcome you were hoping for?

Yes, the objective was achieved

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

I wanted to buy a buy to let, saw an advert in my local paper

How has Wayne Griffiths helped you?

yes

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I found email communication was slow the first time I used One Financial. However, I have seen a significant improvement since. When I engage OF next time, I hope to give five stars.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Required advice on maximising work pensions following retirement.

How has Wayne Griffiths helped you?

As stated above.

Have you seen the outcome you were hoping for?

Wayne's advice exceeded my expectations.

What could they have done better?

Nothing

Wayne's reply

Thank you so much Adam, apart from the providers being a pain it has been so enjoyable meeting you both and helping you both plan for retirement, now is the time to go and enjoy it!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Berkshire

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

I needed to consolidate the various schemes I was involved in

How has Wayne Griffiths helped you?

He has been truthful and thorough in all dealings, and explained all details

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Probably had a few more meetings / contact

Wayne's reply

Thank you so much for the lovely review Suzette, I hope you are enjoying retirement and the tennis!

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Complicated shared ownership of our home when looking into mortgages and equity release made it crucial to find a Financial Advisor who would have experience and competency in dealing with cases that were not standard applications. As soon as I spoke with Wayne, from the initial telephone conversation I was confident that I had found the right advice and the right company. His staff are efficient, reactive and personable to deal with - you have the same mortgage advising agent throughout the application so are able to build up a relationship of trust and continuity and Rebecca kept me in the loop from start to finish. Would highly recommend Wayne and all his team at One Financial Solutions and have referred many friends and family to him.

How has Wayne Griffiths helped you?

Wayne has guided us through our options and advised us of the very best products suitable for our requirements.

Have you seen the outcome you were hoping for?

Yes - both buy to let mortgages and equity mortgage applications have been successful

What could they have done better?

Nothing, keep up the brilliant team work.

Wayne's reply

Annette, thanks you so much for the amazing review, it does help that you are a dream client to work with! Speak soon

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Planning for my retirement

How has Wayne Griffiths helped you?

Wayne gave me sound and sensible advice and reassurance that I was at a stage where I was able to retire.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Wayne's reply

Hi Lorraine, thank you so much for the review, it has honestly been my pleasure to help you take that plunge into retirement and I’m glad that you will never look back! I hope we have many years together now catching up every time we sit down for a review

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Kent

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

Planning and understanding my options.

How has Wayne Griffiths helped you?

Wayne has been on the end of the phone to help me with many financial decisions over the years.

Have you seen the outcome you were hoping for?

I have, yes. I fixed my mortgage for 10 years prior to the interest rates going up.

What could they have done better?

All good! ?

Wayne's reply

Thanks Rob, I can honestly say it really has been a privilege seeing how stunningly well you and Greg have done over the years and continue to do so, and I don’t know many people that put the work in that you do and look after your staff like you do!

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Wayne

New his stuff and gave very good advice.

Wayne's reply

Thank you Ian was lovely speaking to you Best Wishes Wayne

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Wayne

Provided expert guidance very quickly and pointed me in the right direction.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Wayne

Having recently lost my husband I turned to Wayne for financial advice. I cannot stress enough just how wonderful his support, help and kindness has been to me in this very difficult time. He's always there on the end of the phone whenever I have a question, always happy to listen and always reassures me. He shows that professionality and caring come hand in hand when it comes to him and his company.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Wayne

I spoke to Wayne a few times over the phone and I felt very comfortable talking to him and his approach to my finical requirements was very good.

Wayne's reply

Thanks Bahram that is very kind of you

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Wayne

Very good

Wayne's reply

Thanks Steven for the review, it was great chatting to you Best wishes Wayne

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

A purchase of a flat

How has Wayne Griffiths helped you?

He provided mortgage advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Some connections issues, with people working from home

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

My last advisor died so I had to find a new one

How has Wayne Griffiths helped you?

He helped sort are money out and invested it for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

I had two pensions in different places and wanted to bring them together and also be able to review them in an easy and user friendly way whenever i liked. I was also unhappy with the way one of the pensions was set up.

How has Wayne Griffiths helped you?

Wayne helped me bring the two pensions together, handled all of the administration and set things up so that i could easily review the performance. He was also generous with his time, gave me perspective on the bigger picture of how my pension effected other aspects of my financial circumstances. He also offered to help with an historic issue of financial mismanagement that i was a victim of.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was very smooth and professional, so I couldn’t say something could have been done better.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Mortgage for my son and his girlfriend and now a mortgage for my self and partner.

How has Wayne Griffiths helped you?

Found mortgages and managed the whole process

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing - the Advisors and Wayne were all excellent. Great communication throughout.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Wayne

Good

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

The last advisor passed away so we had to find a new one

How has Wayne Griffiths helped you?

Sorting out all our finances and invested the money we had left

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

support with pension advice.

How has Wayne Griffiths helped you?

Met me on a few occasions and advised on the best way to transfer my pension into one and invest.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing, great help.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Due to a divorce, I needed someone to discuss my financial matters with before and after the event took place. Wayne Griffiths with his team were able to help on a wide range of topics with top notch advice.

How has Wayne Griffiths helped you?

Wayne and his team were able to secure a new mortgage for me and my other half and to give me confidence that what I was able to do would be fine and safe in terms of my long term planning/future.

Have you seen the outcome you were hoping for?

Yes - 100% as the advice is up front and honest. Not everyone appreciates this but gives no false hope and it was exactly what I needed.

What could they have done better?

Nothing in my opinion.

Wayne's reply

Thanks Ben, yes she is amazing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in London

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

Wayne was recommended by my son

How has Wayne Griffiths helped you?

Wayne gave me in depth advice and assistance in helping me to decide which product suited my needs. He always explained and answered any questions I had about the product in simple plain terms instead of the jargon in the contract. He has always returned my calls or emails whenever I have tried to contact him.

Have you seen the outcome you were hoping for?

Yes. It has been an amazing service throughout

What could they have done better?

Nothing

Wayne's reply

Thanks Naz, it has been my pleasure

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Retirement and investment

How has Wayne Griffiths helped you?

Listened to our situation carefully and advised accordingly. Wayne is very approachable and down to earth.

Have you seen the outcome you were hoping for?

Ongoing

What could they have done better?

Nothing. we have been impressed and grateful for the service Wayne has given us.

Wayne's reply

I have loved every minute helping both of you, you are both amazing and I always look forward to coming to see you both

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

I was nearing 70 and needed specialist advice

How has Wayne Griffiths helped you?

Wayne immediately knee what we were seeking to achieve. He made enquiries and was able to recommend a product that suited us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. His assistant Rebecca was superb in the day to day management of our file

Wayne's reply

Thanks Tim, it wasn’t smooth sailing all the time, but so so so happy we could help

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Surrey

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

I was considering the options that would best suit my personal and financial circumstances and wanted independent unbiased advice.

How has Wayne Griffiths helped you?

Having explained my position Wayne was able to talk me through and explain in depth the options that were available, helping me to make more informed decisions.

Have you seen the outcome you were hoping for?

After my initial discussion with Wayne in which he gave me a lot of information to think about, over the next few months and subsequent conversations he provided support and which gave me a better understanding of my options, which resulted in a successful conclusion.

What could they have done better?

Nothing, satisfied with the outcome.

Wayne's reply

Thanks Richard, it has been my pleasure and you have been the perfect client in asking questions and taking your time and making sure we both knew exactly where we were at all times

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Professional advice

How has Wayne Griffiths helped you?

The team were focused and diligent in getting the desired result

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

Wayne's reply

Thank you so much Lindsey for the lovely review Best wishes Wayne

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Looking at future retirement

How has Wayne Griffiths helped you?

Advising on my pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I am aware of

Wayne's reply

Thanks Annie, it has been an absolute pleasure helping you Best wishes Wayne

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Mortgage

How has Wayne Griffiths helped you?

Made everything stress free and explained in normal terms

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing

Wayne's reply

Thanks Jake, I am so glad we got there in the end, look forward to catching up soon

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Surrey

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

My partner and I, were looking for an Mortgage Adviser. We needed advice and comfort that we were dealing with an Adviser who could provide different mortgage options and was a reputable Company, in Wayne and One Financial Solutions we had our requirements answered.

How has Wayne Griffiths helped you?

Wayne and the Team at One Financial Solutions were absolutely amazing, always one step ahead, always on-hand to answer any questions, and always providing updates and responsive to our communication, we are totally satisfied and would highly recommend OFS.

Have you seen the outcome you were hoping for?

Wayne and the Team secured our Mortgage Offer, and I'm now writing this recommendation in my new home (at 5 a.m.), I appreciate the 100% effort and dedication shown to us, always polite and helpful.

What could they have done better?

Everything they did was first class, and always actioned in a timely manner. When you're dealing with professional and caring Advisers it shows that they are passionate about 3 things, Listening, Understanding and Delivering, we are very grateful. We appreciate the difference you have made to our lives.

Wayne's reply

It’s been our pleasure Mark, so happy you have moved in, nice things happen to nice people!

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in West Sussex

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

Taken over from my current provider

How has Wayne Griffiths helped you?

Reviewed my pensions to date and is looking to review other pensions I have

Have you seen the outcome you were hoping for?

Ongoing

What could they have done better?

Carry on as is

Wayne's reply

Thank you Robin, it was lovely meeting you and sharing the passion about cars!

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in West Sussex

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

Taken on business from current provider

How has Wayne Griffiths helped you?

Updated me on my current pension and looking into another pension.

Have you seen the outcome you were hoping for?

Ongoing

What could they have done better?

Carry on as is

Wayne's reply

Thanks Susan, it was great coming out to see you, I loved your shop and office, I know where to come (and send all my clients) if they need the experts!

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Surrey

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

We were looking to secure buy to let mortgages

How has Wayne Griffiths helped you?

Wayne and his team went far beyond expectations in finding and securing the appropriate mortgages for us at a very competitive rate of interest. Wayne has a thorough knowledge of his products and is great at responding back together with problem solving. His mortgage team, including Rebecca and Lauren will do all the legwork to find the most attractive rates and products as well as being great to deal with - easy to contact, really friendly and professional and prepared to go the extra mile. I would have no hesitation in recommending Wayne Griffiths and his amazing team.

Have you seen the outcome you were hoping for?

Yes, definitely.

What could they have done better?

They really couldn't have done any better, I always felt they were on the ball and needed no chasing, they kept me informed throughout the entire application (s)

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

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

I was wanting to leave work and needed to know the extent of my pensions which were various. I was unsure what to do and whether I had sufficient funds in which to give up work and the amount that I would have to spend on a monthly basis.

How has Wayne Griffiths helped you?

I very clearly and concisely explained the various pensions that I had and what he recommended that I do with them. He really reassured me that I had enough money in my funds to be able to retire and that I would have a good quality of investments to be able to retire and have sufficient income for my needs. I found Wayne very personable and easy to talk to and reassured me when I needed help. He listened to what I had to say and explained things if I did not understand them.

Have you seen the outcome you were hoping for?

I am now collecting my pension and that it is working for me in the way that I want it to.

Wayne's reply

It has been lovely helping you both, I always look forward to our meetings as they are so much fun! Thank you so much for such a lovely review Best wishes Wayne

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Total confusion with regard to private pension options

How has Wayne Griffiths helped you?

He came to our home on several occasions and guided us step by step with in depth explanations. He was very patient and helpful to us..

Have you seen the outcome you were hoping for?

Yes completely.

What could they have done better?

I cannot think of anything Wayne could have done better ..

Wayne's reply

Thanks David, hope you are both safe and keeping well, can't wait till this is all over and come and have a cup of tea! Best wishes Wayne

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in London

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

Recommended by the company I worked for

How has Wayne Griffiths helped you?

Arranged my penton pot the way I wanted

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Maybe mor email updates

Wayne's reply

Thanks John, really appreciate the feedback

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

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

I was retiring from permanent employment and needed advice on how best to use my pension. I also needed some advice regarding investments.

How has Wayne Griffiths helped you?

Wayne provided advice on tax that applied to us. He also advised on investing more in our pensions. Wayne also explained the options available to us to invest money and the risks involved. Finally, he provided us with options according to our risk appetite, needs and values.

Have you seen the outcome you were hoping for?

Yes, completely.

What could they have done better?

Very happy with all that Wayne has done: He was very keen to ensure that we knew how his work was regulated and how we could check this. He tailored solutions to suit our needs. He gave many hours of free advice. He fully explained what he would receive payment for. There was never any pressure, we have been able to move forward at a pace that suits us.

Wayne's reply

Thanks Peter I love our meetings and so happy to help you both whenever and in whatever way Best wishes Wayne

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Both my wife and I had frozen pensions, and weren`t sure what to do with them

How has Wayne Griffiths helped you?

He helped us combine our pensions into one managable amount

Have you seen the outcome you were hoping for?

Most definately

What could they have done better?

Nothing as far as I`m aware

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Safeguard my future.

How has Wayne Griffiths helped you?

Good advice in regards to protection and pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I personally would prefer to have a review twice a year as opposed to once a year.

Wayne's reply

Hi Ernie, Thank you for the lovely review. More than happy to come and see you to review your policies twice a year. Many thanks

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Wayne

Clear and concise, knowledgeable and accommodating when talking over the various options. Pleasure to deal with.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Surrey

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

I was a first time buyer looking for a mortgage.

How has Wayne Griffiths helped you?

He was able to provide a mortgage that met my needs. During the national lockdown, it was particularly difficult and stressful, however Wayne was able to sort this out very quickly and easily for me. He also was very responsive and answered all of my questions thoroughly.

Have you seen the outcome you were hoping for?

Yes. Thanks Wayne!

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Surrey

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

We were missing one document to apply for a remortgage with the current Lender we were with whom offered no advice of what we needed to do to solve this problem.

How has Wayne Griffiths helped you?

Wayne was fantastic. We made one phone call to him and arranged a zoom meeting with him. We explained the issue we was having a told him what we were looking for and left it all with him. Wayne came back to us with the perfect option for us. All we had to do was send the relevant documents over that were requested and everything else was dealt with for us.

Have you seen the outcome you were hoping for?

Yes we have seen the outcome we were looking for.

Wayne's reply

No worries Julie, you have both been a pleasure to deal with

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in London

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

I had some surplus cash that I needed to invest into something with good return, Wayne helped me to set up a private pension plan and then followed that with a commercial property purchase in the name of the pension.

How has Wayne Griffiths helped you?

He helped me in choosing a pension plan and a pension provider, he then also guided me through transferring my existing pensions to the new plan.

Have you seen the outcome you were hoping for?

Yes 100%.

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Wayne

Wayne gave me free, impartial advice on my pension plan - both on email and on the phone. My knowledge was next to nothing but he explained things clearly and simply. I cannot thank Wayne enough for his transparency and honesty; ultimately he told me I didn't even need a financial adviser and just pushed me in the right direction. Wayne was extremely friendly and pleasant to talk to; should I actually need an adviser in the future, I would not hesitate to call Wayne first.

Wayne's reply

Thanks Shak, your email today was so moving it has made my day, I will be in touch. As I said save my number and if you need help in the future you know where I am Best wishes to you and the family Wayne

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in London

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

I needed an advisor as I needed to see where I was financially with a view to giving up working full time.

How has Wayne Griffiths helped you?

Wayne helped me put everything into perspective and told me where I was financially. As a result of Wayne (and his teams) help, I could leave my current employment early.

Have you seen the outcome you were hoping for?

YES!!!!!!!!

What could they have done better?

I think that (for me) Wayne is an excellent financial adviser. I saw him coming off a negative experience with a previous adviser and have nothing but praise for him.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Reaching the age of 60, I wanted some advice on the status of my pensions and also on taking out an ISA.

How has Wayne Griffiths helped you?

He gave me easy to understand professional advice.

Have you seen the outcome you were hoping for?

Yes and I will continue to use Wayne in the future as and when necessary.

What could they have done better?

I was very happy with Wayne's service just as it was.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

I was looking to remortgage

How has Wayne Griffiths helped you?

Wayne was extremely knowledgable but didn’t dazzle me with too much information. He and his team made the whole process easy to do and pain free!

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

It would be really hard to say what he could have done better as both he and his team were super helpful and effective.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Surrey

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

We've asked advise on a number of reasons including looking into our mortgage options (moving house by securing a bigger loan vs re-mortgaging to complete renovations) as well as looking into the possibility of investing in a buy to let. We have also used Wayne to take out insurance to protect us in the event of ill health or death.

How has Wayne Griffiths helped you?

On every aspect Wayne has been happy to provide us with the options available to us. He also answered all of our questions very quickly with the level of detail needed. Overall, he gave us the information we needed to allow us to make the best decisions for us.

Have you seen the outcome you were hoping for?

We've completed extensive renovations on our house through re-mortgaging, his advice allowed us to have flexibility here which ended up being required. We also now have insurance plans in place to give us peace of mind.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Surrey

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

I had a large sum of money that I needed to invest and several pensions that I needed advice on.

How has Wayne Griffiths helped you?

Wayne looked at my finances, my personal circumstances and plans for the future and advised me of the best options for me. Wayne also helped me to sort out my pension options by explaining them to me and sorting out all the paperwork that needed to be filled in.

Have you seen the outcome you were hoping for?

Yes, through Wayne’s help I have been able to do exactly what I wanted to with my money.

What could they have done better?

I cannot think of anything.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

Existing advisor not meeting my expectations.

How has Wayne Griffiths helped you?

Improved product.

Have you seen the outcome you were hoping for?

No, but that's because of the present market, not the advice.

What could they have done better?

We are in difficult times at the moment, possibly reviews could to be carried out more frequently.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Surrey

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

.

How has Wayne Griffiths helped you?

with our Pension and other investment.

Have you seen the outcome you were hoping for?

Yes, on our company pension.

What could they have done better?

.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in London

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

looking for a right pension provider for personal and for our business

How has Wayne Griffiths helped you?

he was very helpful, provided valuable advice and support while remained professional;

Have you seen the outcome you were hoping for?

yes absolutely

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Need for advice on setting up a pension scheme for my company for the staff. Also insurance coverage for myself

How has Wayne Griffiths helped you?

He arranged the pension scheme and has provided annual reviews for the staff on their pension savings. He has arranged life cover and critical illness cover for me. He has also arranged life cover for the staff and PHI cover for the staff as part of their benefit package.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not much. Wayne has been straight forward and always delivered.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Caerphilly

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

Remortgaging & arranging life insurance

How has Wayne Griffiths helped you?

Sourced and arranged a remortgage and life insurance policies

Have you seen the outcome you were hoping for?

Yes, money saved on previous mortgage

What could they have done better?

No, we were pleased with the products

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Surrey

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

various investments and savings without coordination

How has Wayne Griffiths helped you?

consolidated funds for pension planning have remortgaged twice with Wayne life insurance and insurance reviews regular meetings for planning and assurance

Have you seen the outcome you were hoping for?

definitely

What could they have done better?

nothing lacking

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Northamptonshire

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

Re-mortgage

How has Wayne Griffiths helped you?

Offered me different products availayat that time and wooded me through the whole process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, absolutely superb service.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

Needing a workplace pension set up for the company and on a personal note, needed a new mortgage.

How has Wayne Griffiths helped you?

Giving helpful advice, dealing with matters I would not have been able to handle.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing springs to mind

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Remortgage

How has Wayne Griffiths helped you?

Found the right options then kept me informed throughout the process

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

we have lots of different investments

How has Wayne Griffiths helped you?

he has always been able to meet our expectations with honest advise

Have you seen the outcome you were hoping for?

he has always delivered on any investments or mortgages even if the timescale has been limited

What could they have done better?

I think he has always delivered the best services

Review from verified client

October, 2019

Overall

Service

Value

Advice

Based in Surrey

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

We now have a young family (2 children under 3 years old) and having seen other friends fall ill from the arms of cancer we realised we required solid Life Insurance, Critical Illness and Salary Cover plans for both myself and my wife. Furthermore we purchased our first home with the help of my mother (financial gift).

How has Wayne Griffiths helped you?

Wayne helped us understand how the 'gift' would work, and both its long and short term implications, and provided us with a better mortgage solution than would have been available through a high-street bank.

Have you seen the outcome you were hoping for?

We have had our insurances in place now for some time and we have a new house, so yes indeed.

What could they have done better?

The Mortgage Lender we went for had a frustrating habit of asking for information in a piecemeal fashion. I feel that although working relationships do not want to be harmed, that the Financial Adviser could have been more aggressive in getting out of the Lender exactly what would be required and why.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Moving pension funds

How has Wayne Griffiths helped you?

Wayne has been totally professional, courteous and so helpful throughout the whole process, informing us every step of the way and checking in with us regularly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing we are thoroughly pleased with everything Wayne has done for us and he couldn’t have done any better

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

start future planning

How has Wayne Griffiths helped you?

Offering details info and analytics , in person and by phone/email full explanation of products and services.

Have you seen the outcome you were hoping for?

yes

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Cardiff

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

Pension changes in the workplace, life insurance policies for both the business/personal and dealing with mortgages.

How has Wayne Griffiths helped you?

Wayne organised the most appropriate bespoke services to suit our business and searched the mortgage markets to achieve the outcome we desired with regards to budgets and timeframes.

Have you seen the outcome you were hoping for?

Absolutely, Wayne and the team have been very helpful. We will continue to use their services for many years to come.

What could they have done better?

I genuinely struggle to see where the service could have been improved. Everything was done in a timely manner, I was always kept informed of timelines and all advice was thoroughly expected explained. 100% satisfaction!

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

I was purchasing my first home

How has Wayne Griffiths helped you?

Wayne found me the right mortgage for my complex circumstances. Through each stage he listened to me and was able to recommend the most appropriate solution for my needs

Have you seen the outcome you were hoping for?

Yes most definitely. Without Wayne I wouldn’t be in my house. We had fairly short timescales and him and his team made sure I met these.

What could they have done better?

Nothing, Wayne is an outstanding financial adviser supported by a great team

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Berkshire

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

I had various bonds, ISAs and savings which I needed to consolidate.

How has Wayne Griffiths helped you?

He advised me how I should prepare for retirement as well as making sure the various companies I had schemes in were adequately managed

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have been quite satisfied,; perhaps meeting twice a year. This has, how ver, worked well so far.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Expecting our first child and required life insurance

How has Wayne Griffiths helped you?

Secured us life insurance and has since also helped us with a mortgage on our first property purchase

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Having never used a financial adviser before I found all their guidance helpful.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

I had been to an another adviser who messed me around so went to Wayne’s. I was given an outcome within 2 hours

How has Wayne Griffiths helped you?

With a mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Kent

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

A referral from a local business and the need to re-mortgage after fixed term ended, along with a change of job and subsequent review of pensions.

How has Wayne Griffiths helped you?

Discussed our needs; evaluated our attitude towards risk and ultimately proposed various options which were all explained in layman terms

Have you seen the outcome you were hoping for?

Remortgaging was completely satisfactory and completed in a timely fashion. Pension pots thus far are excellent.

What could they have done better?

Nothing coming to mind!!

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in London

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

We are a very small special needs school. We do not have the human or financial resources to address pension for our staff.

How has Wayne Griffiths helped you?

Wayne came and spent some time hearing about our school. How we work and what we need to meet our pension requirements. He made a couple of choices explaining how each work and what were the charges for them and let us decide which one was the best option for our school.

Have you seen the outcome you were hoping for?

Yes. Staff are happy with their pension. They get updates and can get help when they need it. I am also happy that I have met the requirements.

What could they have done better?

I have not had any issues so far that needed addressing and it wasn't addressed. Also, I have not had any complains from staff regarding their pension or lack of response from One Financial Resources when they needed help.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Kent

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

Security

How has Wayne Griffiths helped you?

Offering the best options available for my circumstances

Have you seen the outcome you were hoping for?

Not yet!

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Cardiff

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

I wanted to remortgage our house and Wayne found me a great deal. I needed a new life insurance cover so Wayne helped me find the best deal. I also started my own business a year later and needed advice from Wayne about insurances like public liability etc.

How has Wayne Griffiths helped you?

Wayne helped with my new mortgage. He’s also helped my with my life insurance and business insurance.

Have you seen the outcome you were hoping for?

Yes. An excellent service from Wayne and his team. I’ve secured the best deals suited to me and my family.

What could they have done better?

I have been using Wayne for financial advice for many years and he has the quality of help he has delivered has been second to none.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Northamptonshire

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

To obtain a mortgage for a very old Grade 2 listed thatched property

How has Wayne Griffiths helped you?

He patiently went through all the options, pros and cons, in a very genial and open manner.

Have you seen the outcome you were hoping for?

Yes - we secured the property and a later remortgage we needed to do.

What could they have done better?

Its difficult to say - Wayne's team have kept in touch, provided relevant advice, but not overburdened us. We are very happy with all aspects.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

Personal and business circumstances

How has Wayne Griffiths helped you?

Mortgages, pensions, life insurance. Wayne/ One Financial manage these ongoing - we don't have to get involved ! A wealth of knowledge and experience

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with all apects

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

My Mortgage deal was finishing so I needed to remortgage to get a better deal.

How has Wayne Griffiths helped you?

He looked at all the possibilities for me and chose the best one for me, taking all the hassle out of my hands

Have you seen the outcome you were hoping for?

yes, I am very pleased with my new provider.

What could they have done better?

no complaints, they advised in plenty of time that it was due for renewal, and kept me up to date which was great.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

Change of personal circumstances

How has Wayne Griffiths helped you?

He helped me to understand, the direction i needed to take, to secure my future and the future of my loved ones at a very difficult personal time for me. I wont forget how kind and understanding and most of all patient, in explaining things in a way i could understand. Thank you Wayne !

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Honestly Nothing !

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

Was the financial advisor of employer I used to work for

How has Wayne Griffiths helped you?

With my remortgage

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing. I found what was done was done fast and efficient. Very happy with service

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

I wanted to transfer a pension pot and have it actively looked after by a person that I knew would do the job, not just take a management fee for no proof of the value they bring.

How has Wayne Griffiths helped you?

Wayne spent time to explain the options that I had available and I have chosen a product that he has been managing. It is still early to see how much difference has been made especially in these uncertain times. But at least now I have a person to discuss the performance with annually and will ensure that the assets are made to work for me.

Have you seen the outcome you were hoping for?

As I mentioned Wayne has been looking after my Pension investment for a little under a year so we will be meeting up soon and have a chat.

First impression from a user who is not yet a client

September, 2019

Overall

Please provide a brief comment about your experience with Wayne

Very professional - had answers to all my questions and will use his services again.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Buying a flat and needed a mortgage.

How has Wayne Griffiths helped you?

Helped me understand my options, such as using the help to buy equity scheme, answered any questions I had along the way and ultimately secured me the best mortgage.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

End of fixed rate on current mortgage Pension advise

How has Wayne Griffiths helped you?

Wayne found us a new fixed rate mortgage with a better rate than our current one . Followed the whole process through from beginning to end . Gave us advise on our pensions and insurances ,

Have you seen the outcome you were hoping for?

Yes we are extremely pleased

What could they have done better?

Nothing , we are so pleased with the advise we received and the outcome. We would highly recommend Wayne and have to friends and family. We would always rely on him for honest and useful advice and wouldn't hesitate to in the future

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Surrey

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

MYSELF AND MY WIFE WERE LOOKING FOR LOOKING FOR GUIDANCE ON OUR PENSIONS TO HELP US PLAN FOR OUR HOPED FOR EARLY RETIREMENT

How has Wayne Griffiths helped you?

WAYNE WENT THROUGH ALL THE PENSION DETAILS WE HAD AVAILABLE AND GAVE US GUIDANCE/HELP BY GOING THROUGH ALL OUR PENSION OPTIONS

Have you seen the outcome you were hoping for?

YES WAYNE GAVE US THE REASSURANCE THAT THE WAY WE ARE CURRENTLY PLANNING AHEAD WAS CORRECT AND THAT WE SHOULD THEREFORE LIVE THE COMFORTABLE RETIRED LIVES THAT WE WANT

What could they have done better?

AT THIS MOMENT IN TIME WE CAN'T FIND FAULT WITH THE SERVICE THAT WAYNE PROVIDED BECAUSE HE TOOK HIS TIME AND NEVER RUSHED US AND DIDN'T TRY TO SELL US ANYTHING WITH REGARD TO PENSIONS AND INVESTMENTS. ALSO, HE DIDN'T CHARGE US FOR THE MEETING WE HAD WITH HIM BECAUSE HE WAS PROVIDING AN OVERVIEW OF WHAT WE WANTED.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Wayne was professional and caring. Gave me honest and helpful advice on my situation and future retirement planning. I will definitely be using his services again in the future. It's difficult to find someone you can trust to give you unbiased advice

How has Wayne Griffiths helped you?

Wayne helped me to understand what my current financial position was in respect of my pension and also helped track down my previous pensions.

Have you seen the outcome you were hoping for?

I need to make some decisions over the next few months based on the advice Wayne gave me. I cannot say yet what the outcome is going to be

What could they have done better?

Difficult to answer this as I told Wayne what I needed when I made the initial contact.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Kent

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

Remortgaging and pension consolidation

How has Wayne Griffiths helped you?

Wayne and his team were extremely helpful and explained things in a very easy to understand way.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Surrey

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

My pension had matured and I was looikng for advice on how best to use the income to suit my requirements

How has Wayne Griffiths helped you?

Wayne was very helpful in discussing my options in plain English. He was very knoowledgeabl in his field and I was confident choosing the annuity option that I did.

Have you seen the outcome you were hoping for?

Yes. Have realised a monthly annuity income of more than I expected thanks to Wayne (and his team)'s research.

What could they have done better?

Nothing I could improve on.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in London

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

I have multiple pension plans and wish to retire early.

How has Wayne Griffiths helped you?

Wayne contacted me soon after I asked him to via email. He was friendly and informative from the outset and very flexible when making arrangements for our meeting. When we met he went into the appropriate level of detail and communicated to me at the right level. His knowledge of pensions was evident and he made valuable observations and gave very good advice around what my portfolio looked like and how it was already performing for me. There was no attempt at selling anything and the advise given was completely impartial.

Have you seen the outcome you were hoping for?

Yes. Wayne was so open and provided me such informed and straightforward information that it created a clear picture that I found easy to work with.

What could they have done better?

I have no previous experience of Financial Advisers but Wayne delivered exactly the experience I had hoped for. I cannot think of anything I would have liked to have been different.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

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

The need to Get the correct product for my parents . They needed advice and help to release equity from their property .

How has Wayne Griffiths helped you?

We had a fair idea of what we wanted to achieve , which was basically to release some equity from the property without compound interest eating away at value of the property. Wayne was able to listen and recommend a product to us .

Have you seen the outcome you were hoping for?

We are still in the process of securing the mortgage.

What could they have done better?

I think Wayne acted professionally , and was personable and patience with us .

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

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

We were looking to borrow as much as possible to fund the purchase of a flat

How has Wayne Griffiths helped you?

Wayne and his team have an incredible knowledge of the marketplace and knew just the right product for our situation. His team were incredibly responsive, whether it was a call in the evening or an email at the weekend, and we felt taken care of from start to finish. I can't thank Wayne and the whole team enough for the invaluable help they provided.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

I honestly can't fault anything! Wayne and his team offer the best service in any field that I've ever come across. We are so happy and will definitely be a repeat customer.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Rhondda Cynon Taff

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

I needed some pension advise as I had lost track of any pensions I had in the past.

How has Wayne Griffiths helped you?

Wayne managed to find 3 pensions that I had and explained in full what my options were. He was the upmost professional, extremely knowledgeable but friendly and approachable, something that is rare in this industry.

Have you seen the outcome you were hoping for?

I have achieved more than I wanted, I thought I only had one pension and Wayne found three. I am now confident that that are invested in safe hands and that my Pension will work for me when I am ready to retire.

What could they have done better?

Nothing, everything on Wayne's side went smoothly. The only hold up was from the companies I previously had my pensions with.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

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

for a whole review of our portfolio

How has Wayne Griffiths helped you?

Wayne made the whole process straight forward and easy to understand

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no Wayne is very professional in his approach quick with any responses we have had would highly recommend him

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

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

I needed help as the investment company dealing with my late husbands investments were being really unhelpful and I didn't know what to do.

How has Wayne Griffiths helped you?

Wayne was brilliant! First of all he came to my house and explained what services his company can provide. Then he went through all of the paperwork (and there was mountains of it) put it all in order and advised which paperwork was not needed. I was amazed how much wasn't needed and it became obvious how much unnecessary paperwork I had been sent. All of this was free of charge. Wayne was very approachable, understanding and easy to talk to.

Have you seen the outcome you were hoping for?

More than I could've dreamed of! I didn't think I'd ever see my husband's investment money but after Wayne chased to the investment company (with them constantly changing the goal posts) he advised me to make a claim through the FSCS which I did and they have agreed a settlement figure.

What could they have done better?

I can honestly say I don't think Wayne or his company could have done anymore.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

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

My wife and I wanted to understand whether our pension provisions were such that I could consider retiring at 55

How has Wayne Griffiths helped you?

Wayne reviewed all our pension paperwork and analysed/verified my own analysis of my anticipated monthly costs v income. He also explained the options available to me, the timescales involved in my approaching my pension provider and the penalties that can be accrued by seeking to draw down 5 years earlier than contracted

Have you seen the outcome you were hoping for?

We were delighted with the advice and the projectionary forecasts provided. Wayne went to great lengths to explain in leymans terms what is a daunting but extremely important subject for us to understand

What could they have done better?

I'm not easily impressed but have to say that in Wayne we found the consummate professional who knows his stuff inside out and explained with enthusiasm and in a way that was easy to follow & understand

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Kent

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

financing a self build property.

How has Wayne Griffiths helped you?

provided me with options. Took time to understand my position and attitude to risk. Good communication at all times.

Have you seen the outcome you were hoping for?

Yes. I obtained my mortgage and decisions made on pension options provided and was able to optimise my finances to proceed with self build.

What could they have done better?

I can honestly say that there was nothing that Wayne could have done better.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in London

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

Guidance on pension options.

How has Wayne Griffiths helped you?

Providing professional assistance and options available with my current pension moving forward.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing springs to mind.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Surrey

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

My fixed term was due to come to an end and I wasn't going to do anything was just going to let the bank send me the new rate, but a friend of mine advised that I should speak to Wayne as he highly recommended him.

How has Wayne Griffiths helped you?

I am so glad I took my friends advise as Wayne got me a much better rate, the service was really efficient and Wayne and his team were really helpful.

Have you seen the outcome you were hoping for?

The outcome is en better than what I was hoping for, I have recommended Wayne on numerous occasions since he helped me and I will continue to recommend him.

What could they have done better?

Nothing as everything Wayne and his team did was really helpful.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Cardiff

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

I wanted to look for the best possible mortgage and was told that Wayne and his team would help me do this. I also wanted to take my mortgage term down as well as take equity out.

How has Wayne Griffiths helped you?

Wayne and his team found me the best deal that suited my circumstances. I now have a new mortgage, I have taken equity out for home improvements and also taken my term down by 3 years.

Have you seen the outcome you were hoping for?

We’re very happy with the outcome. A very smooth experience from start to finish.

What could they have done better?

I feel that everything was handled excellently. Emails & calls were answered straight away. There were no delays.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Surrey

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

I have completed a remortgage and needed specific advice to get the right deal.

How has Wayne Griffiths helped you?

I work in sales and borrowing on this basis can be difficult based on what certain lenders will allow you to borrow. Wayne worked with me to fully understand where I wanted to get to and provided some great options on how I could achieve what I needed - We had a number of options at the end and I am delighted with the result as the process and outcome was not guaranteed.

Have you seen the outcome you were hoping for?

Absolutely, very pleased, his team were excellent as well, communication was consistent, proactive and clear at all times.

What could they have done better?

On this occasion nothing, very pleased client.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Surrey

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

I wanted to remortgage.

How has Wayne Griffiths helped you?

In a local information booklet.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Normally I love to give constructive suggestion however I was taken through every step of the process. Wayne and his team kept me informed of what was going on and why.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Cardiff

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

To rearrange my finances after previous bad advice.

How has Wayne Griffiths helped you?

Yes, Wayne sat with me and worked out my finances and how to move forward. Wayne was very easy to talk to and understood my concerns, he worked with me every step of the way and made it easy to ask questions.

Have you seen the outcome you were hoping for?

Since meeting Wayne I have remortgaged which included adding previous loans, and saved me a lot of money in the process. The policies we they were able to get were much better and i was sent all the documents which were sent with instruction. I was also able to ask questions and get the answers quickly so i could decide what to do.

What could they have done better?

At the moment I can't think of anything, I had great personal and professional service form Wayne and would definitely use him again.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Wayne is a long-established partner to the business, having been involved with the business, it's board and employees for many years.

How has Wayne Griffiths helped you?

Wayne advised and guided on all manner of matters concerning employee benefits, pension and AE, as well as providing 1:1 advice and guidance ot senior Board members and other employees.

Have you seen the outcome you were hoping for?

Always.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Cardiff

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

You need to reply on financial advice when taking out the biggest debt of your life (Mortgage).

How has Wayne Griffiths helped you?

Wayne and the team were brilliant in helping us find the right deal. Wayne also ensured that it was protected should the worse happen to me or my wife. He didn't leave a stone unturned and made sure the insurance was best suited to our circumstances.

Have you seen the outcome you were hoping for?

100% yes. Cant recommend Wayne and the team enough.

What could they have done better?

no

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Surrey

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

Auto Enrolment.

How has Wayne Griffiths helped you?

Very helpful and precise in his advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, one financial solution have been a perfect in their advice and support

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Surrey

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

I wanted sound independent advice.

How has Wayne Griffiths helped you?

He was very professional and impartial he gave me options with detailed advice on why he would recommend them. I never felt pressured and always felt he gave advice that was relevant and well balanced.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Wayne has been more helpful and I have recommended him to many friends and colleagues who all have been very happy

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Surrey

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

We were moving home and wanted mortgage advice from and independent financial adviser who had access to the whole of the market. We also wanted to take the opportunity to review our family protection.

How has Wayne Griffiths helped you?

After taking the time to understand our circumstances, Wayne recommended a mortgage product that suited our needs and budget. He also explained his recommendation in simple terms without the usual jargon. Wayne kept us informed throughout the application process so we were fully aware of what we needed to do and why. We can honestly say that Wayne alleviated much of the stress caused in the home buying process by simply updating us regularly and being available to answer our queries.

Have you seen the outcome you were hoping for?

Wayne's recommendation was spot on according to our needs. We have settled into our new home and are happy. Wayne is now firmly embedded as the financial adviser to our family.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Wayne Griffiths helped you?

professional and friendly service

What could they have done better?

personal approach with taylor made services.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Wayne Griffiths helped you?

Wayne is accomplished in many areas of financial planning and if he is not well versed in an area he will always recommend a colleague.

What could they have done better?

I generally think that there is not really anything that Wayne is able to improve on.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Cheshire

How has Wayne Griffiths helped you?

Wayne's practical and straightforward advice has been extremely valuable to us in purchasing our new home and starting our rental property portfolio. We have no hesitation in recommending Wayne's services.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Vale of Glamorgan

How has Wayne Griffiths helped you?

Wayne's knowledge and experience quickly inspires confidence and after some years of working with Wayne we know that his advice can be trusted.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Wayne Griffiths helped you?

Wayne was extremely helpful and his support on Pension plans was valuable to me. He responds to questions/queries promptly. Wayne offers a highly professional support on all Financial matters. I will certainly recommend his company to all my friends and business colleagues.