Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 1 )

Pensions ( 11 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 4 )

Auto Enrolment ( 1 )

Investments and Savings ( 12 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 3 )

£100k - £200k ( 5 )

£50k - 100k ( 1 )

Client reviews

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

How has John Wilby helped you?

I found John's advice very valuable but also appriciated Johns listening skills and how well he picked up on my concerns and reassured me on all issues

What could they have done better?

Nothing comes to mind

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Oxfordshire

How has John Wilby helped you?

John asks great questions and then listens to what you say. He help you get specific about exactly what you want and once you have a clear picture of waht you want he offers solutions that will meet that desire. He takes time to explain things clearly and uses analogies to ensure you understand what he is proposing. He is also very careful to understand what level of risk you are prepared to take. He is thoughtful and genuinely cares.

What could they have done better?

Nothing. This is a highly regulated area and John has to ensure lots of information is covered. He does it in a way which not robotic or boring but informative and interesting.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

How has John Wilby helped you?

Being 56 I am actively planning for my retirement. John has been advising me on pension, investment and tax planning for over 3 years during which I have found John to be extremely professional, diligent and understanding of my requirements whilst always delivering an excellent, efficient and personable service. I would have no hesitation in recommending John.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Hertfordshire

How has John Wilby helped you?

We are extremely pleased with the quality of John's advice. The investments he has made for us have performed very well. Equally importantly, John has been tremendously supportive during a challenging phase of our life with two small children and two demanding careers (he is highly responsive and has visited us at our home in the evenings when we could not manage more conventional meetings).

What could they have done better?

n/a

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

How has John Wilby helped you?

John has looked after all my finances for over 30 years. I trust him implicitly. He always spends a great deal of time to fully understand me and find out where I am and where I want to be. He is so well-grounded and easy to talk to that I look forward to our regular meetings as when he leaves I feel all my worries have been taken away. John's advice has benefited me over the years and I would highly recommend him.

What could they have done better?

I don't believe that John could have done anything better.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Bedfordshire

How has John Wilby helped you?

John has many years of experience having been a financial advisor since leaving university. He gives clear, easy to understand advice and over the years his recommendations have served me well. He is a conscientious person, easy to get along with, and never misses his appointments.

What could they have done better?

I don't really think that there is much a good IFA could do better, but the industry could produce less 'paperwork/copies'.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Hertfordshire

How has John Wilby helped you?

Keeps in regular contact, very helpful and understanding, keeps me up to date with changes, makes sure I understand what is happening with my investments.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Hertfordshire

How has John Wilby helped you?

Honest, down to earth and personable - does not confuse with complex jargon and makes it easy to understand complex arrangements. Always very prompt in response to questions and queries outside of meetings.

What could they have done better?

Very pleased with advice and service so far

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Buckinghamshire

How has John Wilby helped you?

John listens to your needs,ideas and expections for the future. John is easy to contact and he always replies to any queries or advice promptly. He is knowledgeable,professional and enthusiastic in his work. John explains until your are happy and understand the advice he is giving.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Bedfordshire

How has John Wilby helped you?

John perceives the situation very well and applies his expertise in setting out the options best suited to the circumstances. John's character - when dealing with John he comes over as straightforward talking and instills confidence in the products on offer. John is always prompt in responding to questions and arranging meetings, even at very short notice. He is keen to keep us updated and review our investments on a weekly basis. We receive a very nice personal Christmas card each year.

What could they have done better?

We can't think of anything John could do better, as he is friendly and makes us feel as at ease as we can be.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Hertfordshire

How has John Wilby helped you?

Clear communication. Personable. Professional. Expert

What could they have done better?

Less paperwork.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Oxfordshire

How has John Wilby helped you?

John advises from a holistic view-point and is genuinely interested in your current and future plans. He has that rare ability to remain subjective while helping to from a long term financial vision. I can not recommend John highly enough.