Reviewed for

Insurance and Protection ( 41 )

Mortgages ( 7 )

Pensions ( 130 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 78 )

Auto Enrolment ( 1 )

Investments and Savings ( 130 )

Pension Transfers - Non Specialist ( 37 )

Inheritance Planning ( 54 )

Long Term Care ( 15 )

Pension Transfers - Specialist ( 22 )

Financial Planning ( 111 )

Financial Mentoring ( 25 )

Financial Coaching ( 14 )

Reviewers' assets

£500k+ ( 38 )

£200k - £500k ( 28 )

£100k - £200k ( 10 )

( 2 )

Up to £50k ( 6 )

£50k - 100k ( 7 )

Client reviews

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Suffolk

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

Done through employment

How has Jonathan Attenborough helped you?

Very well

Have you seen the outcome you were hoping for?

yes

What could they have done better?

N/A

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Essex

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

FUTURE INCOME SINCE RETIRING

How has Jonathan Attenborough helped you?

GREAT ADVICE TOTALLY UNDERSTANDING MY NEEDS

Have you seen the outcome you were hoping for?

YES

What could they have done better?

NOTHING AS YET

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Durham

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

I had reached my late 50s and didn't have much to show for it. I met Mark Wilson from Waymark Financial and he offered to have a look at my situation. I was then introduced to Jonathan, who has taken good care of me.

How has Jonathan Attenborough helped you?

Jonathan has a very friendly and calming style of communicating, he smooths out my irrational outbursts and tendency to let my imagination run riot. I value his wisdom immensely.

Have you seen the outcome you were hoping for?

Yes, steady growth.

What could they have done better?

Nothing. Jonathan is available anytime that I have a question and he never hurries you, it is all done in manageable chunks.

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?

To help with our investment planning for the future

How has Jonathan Attenborough helped you?

Understand the process of financial planning

Have you seen the outcome you were hoping for?

There have been difficult periods due to world events but our investments are doing ok

What could they have done better?

Nothing really

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Kent

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

An IFA, in my opinion, needs integrity, knowledge, empathy, a long-term vision and a passion for always putting the client’s needs first, Jonathan ticks all the boxes.

How has Jonathan Attenborough helped you?

Reorganised finances and helped create financial disciplines and put the future possibilities into perspective. Education as to how to be tax efficient.

Have you seen the outcome you were hoping for?

So far, yes, but we are on a long journey together.

What could they have done better?

I struggle with this answer as all expectations were met; all I can suggest is better coffee in our meetings.

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?

A need for independent advice

How has Jonathan Attenborough helped you?

9 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

To provide a better retirement.

How has Jonathan Attenborough helped you?

He has helped us to make my money grow and advice on my pension.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Middlesex

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

I inherited Jonathan from a previous adviser

How has Jonathan Attenborough helped you?

a lot

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

To have our financial plans handled with expertise allowing us to look forward to our retirement goals

How has Jonathan Attenborough helped you?

Jon with his knowledge is giving us confidence with our pensions and savings

Have you seen the outcome you were hoping for?

We both feel we are on the right path to achieve our goals

What could they have done better?

We are very happy with Waymark Financial and feel very confident going forward

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

To plan for our retirement.

How has Jonathan Attenborough helped you?

Advised us on the best way to invest our money and our pensions for a better retirement.

Have you seen the outcome you were hoping for?

Definitely and more.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Essex

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

Retirement for both my husband and I and the need for advice on the way forward with pensions and savings long term

How has Jonathan Attenborough helped you?

4 years

Have you seen the outcome you were hoping for?

yes. We were never sure whether to invest and then no clue as to how to go about it. We were recommended to seek advice from Waymark and have been very pleaesd with the outcome

What could they have done better?

Really can;t think of anything

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Surrey

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

Financial investment for my future

How has Jonathan Attenborough helped you?

Jonathan has been a reliable and professional guide into my retirement. Advising me how to protect and futureproof my finances.

Have you seen the outcome you were hoping for?

Absolutely. I am very happy.

What could they have done better?

Not to my knowledge.

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Jonathan Attenborough helped you since your last review?

With advice on my Investments and how best to manage them and always being there with advice if I was to need it

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in London

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

To plan for my retirement.

How has Jonathan Attenborough helped you?

Jonathan has helped with a great deal of my future retirement planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Surrey

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

I had multiple small pots of unmanaged and un-monitored money gathered over many years, which needed consolidating into a single easy access, easy visible pot. Keeping on top of monitoring them from one place was important to ensure I know my net worth so I have enough for retirement. Jonathan and team helped massively in both consolidating into one pot (where possible), making it visible, trackable and transparent. Periodic reviews also helps to ensure I'm on track and financially set up for later years. Also the occasional Tax advice has pointed me in the right direction to understand some of the complexities.

How has Jonathan Attenborough helped you?

Jonathan and team have helped on all of the above - also providing advice and pointers to other areas such as Tax, Wills, LPA's etc.

Have you seen the outcome you were hoping for?

Yes - transparent view of funds, their performance and with the help of the team, future predictions and planning scenarios

What could they have done better?

There is little more I would expect

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Cheshire

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

Knowing how to effectively and safely invest our money and to set some long term goals to ensuring we can retire early.

How has Jonathan Attenborough helped you?

Understanding our goals and how we may reach them. He has carefully considered our life plans as well as current set up in terms of wealth and pensions and how best to adapt/ modify these to our goals.

Have you seen the outcome you were hoping for?

Absolutely, although we are only new to Waymark we have noticed some growth in our investments. We’ve also taken some fantastic advice on insurance so we are appropriately covered for any situation.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

I have been a client of Waymark for many years. Jonathan has been part of the team that has advised me during this time and took responsibility for looking after me 2 years ago.

How has Jonathan Attenborough helped you?

Jonathan is meticulous in understanding my circumstances and financial situation before advising on a path forward. We meet in person every year for an update and further planning which I find very beneficial. Jonathan always comes well prepared for this meeting.

Have you seen the outcome you were hoping for?

Yes, my finances have improved and I am happy and contented under his guidance

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

I have been a long time customer of Jonathan’s company, who initial main purpose was to set up my private pension.

How has Jonathan Attenborough helped you?

For over five years

Have you seen the outcome you were hoping for?

Things are progressing well.

What could they have done better?

With the financial turmoil over recent years: No.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

Support with securing my family's financial future as we started a family.

How has Jonathan Attenborough helped you?

Jonathan has helped simplify the complex, helped me understand where to invest and how to save for a comfortable future. Jonathan has always operated with the utmost intedrity and is sincere in support to help guide a bespoke financial plan.

Have you seen the outcome you were hoping for?

Absolutely. It has greatly halped my family feel far more comfortable and positive concerning our financial arrangements.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Surrey

This review is a follow-up review from a client who left a review previously.

How has Jonathan Attenborough helped you since your last review?

Advising on most financially efficient way to withdraw money from investments to help daughter.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hampshire

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

I began to establish my career and began to earn some money and was keen to get some retirement financial planning in place while in the fortunate position to be able to do it.

How has Jonathan Attenborough helped you?

Jonathan has continued the good work of Waymark which in its current form I have had a relationship with for many years. Jonathan has been very keen to involve my wife in the family's financial planning which is something greatly appreciated as I know that she would receive great support from him and the team.

Have you seen the outcome you were hoping for?

On track

What could they have done better?

Nothing immediately comes to mind

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 needed professional help with complicated situations.

How has Jonathan Attenborough helped you?

He has continued the good work of his predecessors

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Middlesex

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

I have been a client of Waymark since 2008

How has Jonathan Attenborough helped you?

Financial planning in attaining long term security

Have you seen the outcome you were hoping for?

Work in progress, we're on track

What could they have done better?

N/A

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

I was beginning to consider my retirement plan in more depth and all the options available to me but I found the pension industry rules to be quite confusing and complicated.

How has Jonathan Attenborough helped you?

Jonathan has been extremely patient and thorough with my situation, which turned out to be very much more complicated than it first appeared. In summary Jonathan has supported me in tidying up a lot of loose ends with my pension, providing me with a greater understanding of many of the regulations governing my scheme and setting me on a course where I can now expect to see improved growth performance and feel more comfortable that I’m making sound decisions.

Have you seen the outcome you were hoping for?

So far, so good

What could they have done better?

Nothing of significance immediately springs to mind.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in London

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

I looked to Jonathan as a Financial Advisor as I wanted to start planning for my future as I was planning my wedding.

How has Jonathan Attenborough helped you?

Jonathan helped me with future proofing my financial plans in particular my pensions in order to hit my target retirement date.

Have you seen the outcome you were hoping for?

Yes we have consolidated my pensions and investments.

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?

Financial planning for both pension and non-pension based investments.

How has Jonathan Attenborough helped you?

Jonathan is in regular contact with regards to investment returns I am getting, and monitors the fund managers processes as well. We have a one on one meeting once a year to discuss returns, and any changes needed. In addition Jonathan and his team arrange a fund manager presentation annually, where it is possible to ask questions directly to them.

Have you seen the outcome you were hoping for?

Yes. I have been a client for many years and am very happy with both the returns, and the financial planning advice.

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Service

Advice

Value

Based in Hampshire

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

I have been with the company for many years

How has Jonathan Attenborough helped you?

Continue our investments and planning for the future

Have you seen the outcome you were hoping for?

yes

What could they have done better?

very little

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

We have been long standing clients of Waymark and have been very pleased with the advice we have received.

How has Jonathan Attenborough helped you?

Jonathan has been very approachable and patient in discussing our financial affairs.

Have you seen the outcome you were hoping for?

We continue to be satisfied with the advice we receive from Jonathan and Waymark.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

I had reached a certain age and saw the need for advice on pensions and financial planning.

How has Jonathan Attenborough helped you?

Greatly. Jonathan (and previously Mark W) talked us through our journey to retirement and beyond. They have provided advice and guidance on the many possible directions to follow.

Have you seen the outcome you were hoping for?

Yes, we now have clarity.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

To ensure my partners and mines future financial well being and protection of our financial resources.

How has Jonathan Attenborough helped you?

By being very proficient and knowledgeable of financial and retirement attitude and showing a great degree of long term planning.

Have you seen the outcome you were hoping for?

Yes . Cannot criticise or question the advice we have been given throughout our meetings and conversations

What could they have done better?

Cannot think of any other points they have missed or advice they have not covered .

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Jonathan Attenborough helped you since your last review?

Jonathan continues to advise us on pensions and financial planning

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

A small inheritance from a few years ago needed to be invested.

How has Jonathan Attenborough helped you?

There were quite a few things we were not sure about so Jonathan explained a lot to us giving us a clearer picture of our options in the future.

Have you seen the outcome you were hoping for?

It's early days yet but we've been pointed in the right direction.

What could they have done better?

N\A

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

Security, experience and long term relationship

How has Jonathan Attenborough helped you?

by securing best value for the existing pension pot, managing liquidity and providing good value for money

Have you seen the outcome you were hoping for?

Yes, definitely

What could they have done better?

nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

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

I didn't have any long-term financial plans in place, like pensions, ISAs, or savings. I realised the importance of getting my financial future in order. A friend recommended Jonathan to me, assuring me that he could provide peace of mind and assist in crafting a solid financial plan for my future.

How has Jonathan Attenborough helped you?

I want to express my gratitude for the invaluable guidance and support that Jonathan has provided me in ensuring my future financial security. He expertly navigated me through the entire process, assisting me in making informed decisions regarding investment strategies and enlightening me on the intricacies of financial planning. His unwavering commitment to my financial well-being has been instrumental in equipping me with a robust financial blueprint. Thanks to Jonathan, I now have the utmost confidence that my finances are in capable hands, and I'm well on my way to securing a stable financial future.

Have you seen the outcome you were hoping for?

When I initially began working with Jonathan, I lacked a concrete vision of my financial planning journey. My primary goal was to attain a sense of financial security and peace of mind, with the assurance of receiving the necessary support and guidance to steer me in the right direction. To my pleasant surprise, Jonathan exceeded my expectations. I now possess a significantly enhanced financial acumen and a well-defined comprehension of the steps required to safeguard my financial future.

What could they have done better?

Nothing. Everything was great from the initial meetings through to getting the plan up and running.

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Durham

This review is a follow-up review from a client who left a review previously.

How has Jonathan Attenborough helped you since your last review?

Jonathan remains key in the long term financial security of our family. Our annual reviews low us to reflect on the previous 12 months and provide additional reassurances in terms of the plans in place and any adjustments. Focus recently has been on existing employment pensions and this only helps to provide greater confidence in the long term.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

It was time to refresh and refocus our financial planning. Jonathan comes highly recommended and that is a totally justified. As a family we could not be more pleased with the level of knowledge, support and guidance the whole team at Waymark, led by Jonathan has provided us. We can sleep well at night, confident that Jonathan and the Waymark team have us covered and will do their upmost to ensure the best financial plan is in place to meet our evolving needs.

How has Jonathan Attenborough helped you?

In many areas, but pension planning has been highly in focus of late. Outstanding support to this end.

Have you seen the outcome you were hoping for?

Absolutely, and better than one could have hoped for.

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?

About time to have a serious look at where we are

How has Jonathan Attenborough helped you?

Massively

Have you seen the outcome you were hoping for?

Most definitely

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Jonathan

Very careful and smart advisor

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Feedback from another family member

How has Jonathan Attenborough helped you?

Looked at options to manage our finances

Have you seen the outcome you were hoping for?

Yes with good advice

What could they have done better?

N/A currently

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Leicestershire

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

I had just lost my job and was setting up my own business and wanted to ensure I planned for the future appropriately.

How has Jonathan Attenborough helped you?

His IFA expertise and knowledge of products and markets has guided to the appropriate solutions.

Have you seen the outcome you were hoping for?

Yes and we're still on the journey!

What could they have done better?

Created a vaccination and stopped the COVID years!!!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

I was looking for help and advice to consolidate my financial affairs

How has Jonathan Attenborough helped you?

Jonathan was very patient and thorough listening to what I needed and what my expectations were. He then used all the information I gave him to build his advice and recommendations to suit my requirements.

Have you seen the outcome you were hoping for?

Yes completely

What could they have done better?

Passed the responsibility of managing my finances to Johnathon sooner

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

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

Highly recommended by a close friend and I have not been disappointed.

How has Jonathan Attenborough helped you?

Great advice whilst maintaining a professional caring manner.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

I already had an adviser but wanted to change to one that was fully independent. It was a moment when I was due to inherit a significant sum and also in the midst of various property transactions, so wanted to ensure that I had sound advice.

How has Jonathan Attenborough helped you?

Jonathan has helped identify an investment manager that offers funds which align with my ESG priorities.

Have you seen the outcome you were hoping for?

Yes, I am now investing in funds that I am comfortable with from the point of view of their risk profile and ESG characteristics.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Financial services and security

How has Jonathan Attenborough helped you?

He has always been there for advice and guidance

Have you seen the outcome you were hoping for?

Yes, although the markets are very volatile at this moment in time.

What could they have done better?

I don’t have any complaints

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

To manage my pensions.

How has Jonathan Attenborough helped you?

Jonathan has put in place a plan to ensure my retirement plans are achievable. We have an annual meeting to make sure I am still on track, and he is always available if I need advise in between. He monitors my pensions performance and will recommend changes if needed.

Have you seen the outcome you were hoping for?

Yes it looks like it is in a good position .

What could they have done better?

Nothing I can think off, they are proactive and responsive.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in London

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

I wanted to increase the returns on my savings and begin investing for long term

How has Jonathan Attenborough helped you?

Jonathan has helped me by answering all my questions around different investment options and taking lots of time to explain these to me. He has set me up with a great plan and I feel very supported working with Jonathan.

Have you seen the outcome you were hoping for?

I have started to see the benefits of the plans in place.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Middlesex

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

Multiple pensions in different places.

How has Jonathan Attenborough helped you?

Jonathan has helped me consolidate my pensions and also helped me to look at different options for releasing my pension. He has also helped me to plan for the future and how much I will need when I do eventually retire.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

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

Recommend by father-in-law

How has Jonathan Attenborough helped you?

Walked us through our financial questions

Have you seen the outcome you were hoping for?

Seeing growth in my pension

What could they have done better?

Nothing, they are very good.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I was looking to seek advice of how to best manage my finances. I didn’t really understand investments but felt the time had to come to plan for the future as well as introducing structure to the way I used my money day-day.

How has Jonathan Attenborough helped you?

Jonathan has a fantastic ability of helping make the complex understandable. He took time to build a picture of where we were today and what was important to us. Through his easy to understand concept of Larder/Fridge/Freezer (day-day expenses/special events, holidays, cars etc/Long term) we created a plan that really suits us - a combination of cash, investments and pension. From the outset and through regular meetings Jonathan has used easy to understand language combined along with a fantastic graphical model to ensure that we understand where we are and give confidence that our plan continues to provide the outcomes we set. He has always been available when we have had concerns or when circumstance have changed, in short he has filled us with confidence that our finances are in good shape.

Have you seen the outcome you were hoping for?

Definitely;, our main driver was to feel confident that we have a balanced approach to how we use our money both now and in our retirement years. The excellent advice Jonathan has provided has helped us create a good and robust financial plan that allows us to enjoy today without worrying about the future.

What could they have done better?

Honestly I’d say no. We have been delighted with how Jonathan and the wider Waymark team work. They are extremely professional while remaining very open and friendly. They have helped us understand our finances to a level we didn’t feel we had before and continue to give us confidence that we are in good hands!

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

About to retire

How has Jonathan Attenborough helped you?

He has always given us his expert advice on a variety of financial issues. His answers to our questions have always been both clear and comprehensive.

Have you seen the outcome you were hoping for?

Yes, We have followed his advice and have seen the results we hoped for.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Approaching retirement it was vital to get informed advice about planning for the future.

How has Jonathan Attenborough helped you?

From the beginning I was given appropriate advice and Jonathan is always available to answer any questions.

Have you seen the outcome you were hoping for?

I am of the opinion that this is for the long term so at the moment the outcomes have been favourable.

What could they have done better?

Nothing

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

We were approaching a time of changes in circumstances- becoming empty-nesters and retirement on the horizon and we needed to get our affaires in order.

How has Jonathan Attenborough helped you?

Jonathan listened to us and asked many pertinent questions, really making us think about our priorities and the life we wish to lead. His calm and caring manner helped us face some realities and helped us get to a place where we have order and direction of travel.

Have you seen the outcome you were hoping for?

Yes. We are fully informed of all options at all times and now have clarity and a strategy.

What could they have done better?

Nothing comes to mind.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed to get Pension advice as had a number of pensions from various employment

How has Jonathan Attenborough helped you?

Very careful planning and guided us in the right direction

Have you seen the outcome you were hoping for?

Certainly have , our pension fund is performing well

What could they have done better?

Not really as all has been advised well

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Essex

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

I retired in 2001 and attended a financial seminar. I felt I needed someone who could help me manage my small portfolio. Advice was initially given by Mark Wilson and latterly this has been with Jonathan Attenborough.

How has Jonathan Attenborough helped you?

He has held an annual meeting with my wife and me. This has either been face to face or on line. Jonathan is very thorough in explaining the various schemes that have been set up for us following these meetings. He also checks on how the various schemes are performing.

Have you seen the outcome you were hoping for?

Yes, the performance is in line with our hopes.

What could they have done better?

Not a lot in the current climate.

Review from verified client

October, 2023

Overall

Value

Service

Advice

Based in London

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

Tax advice and pensions

How has Jonathan Attenborough helped you?

Jonathan has been helpful, attentive and informed and keeps in regular contact.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I am concerned

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Gwynedd

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

To get the best advise I could for financial provision once retired and to look after investments and personal pension to ensure a financially secure future.

How has Jonathan Attenborough helped you?

Jonathan has been excellent at both giving sound advice to my wife and myself over the years and in communicating to us the often complex and jargon-laden ins and outs of the financial world. He is able to demonstrate trends and investment growth through the use of high-tech graphs and software packages in a very understandable way, and that for me is invaluable in itself.

Have you seen the outcome you were hoping for?

Yes. Although the financial markets over the last few years have been volatile, the advice we have followed from Jonathan and his colleagues has been sound and seen us through these tricky times so far. Projections into the future look robust too.

What could they have done better?

This is a difficult question to answer, in that from the point of view of my wife and myself we can't really see what they could've done better. I'm sure there are things that Jonathan and colleagues can see that could've been better - especially with the benefit of hindsight! There always are. But we are happy that the decisions taken over the last 20 years have been the right ones for us and our risk profile and that they have delivered growth over time.

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 started out with Waymark after my husband died. I needed advice on managing savings and investments.

How has Jonathan Attenborough helped you?

Jonathan and his team helped me to plan for retirement with a personal pension. Regular financial reviews help me to see where I can make savings and where the money goes. They have also advised on updating my will and setting up an LPA

Have you seen the outcome you were hoping for?

Yes, Jonathan has carried on the wonderful work of his much missed colleague Mark. I am reassured that he and his team have my best interests at heart.

What could they have done better?

Can’t think of anything now.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

Recommended via a colleague

How has Jonathan Attenborough helped you?

Exceptional guidance and very reliable

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Kent

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

A need to assume responsibility for family finances

How has Jonathan Attenborough helped you?

Clarifying and rationalising existing investments. Providing guidance on inheritance planning

Have you seen the outcome you were hoping for?

very happy with outcome, Jonathan is very patient with my lack of knowledge!

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Kent

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

I was encouraged to start investing and paying into a pension when I got my first job after graduating.

How has Jonathan Attenborough helped you?

Jonathan has made me feel a lot more secure and confident in my financial planning and standing. I understand what we're doing and why, and I believe he had advised me with my goals in mind.

Have you seen the outcome you were hoping for?

In the sense that my investments are growing and I am planning for my future, yes.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Kent

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

Many years ago colleagues introduced me to his firm as I had no financial adviser

How has Jonathan Attenborough helped you?

Jonathan and his firm have brought discipline, stability and strategic planning to my previously chaotic arrangements

Have you seen the outcome you were hoping for?

Completely

What could they have done better?

Nothing at all

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Essex

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

To plan for the future and for my retirement so to ensure that I was financially secure for different eventualities.

How has Jonathan Attenborough helped you?

Jonathan has been a great help in my early years of retirement with detailed planning charts and spreadsheets and excellent advice to ensure my retirement needs are met.

Have you seen the outcome you were hoping for?

I have been a client of Waymark for over 30 years where together we have planned for my retirement and various other financial schemes along the way all of which have had the outcomes and benefits I was hoping for.

What could they have done better?

In all honesty,nothing.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Essex

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

We are approaching retirment age, and wanted to be able to maximise our pension.

How has Jonathan Attenborough helped you?

Directing us where to invest, and to manage our portfolio to be tax efficient.

Have you seen the outcome you were hoping for?

To an extent. The markets have been depressed, but our investments have held up well.

What could they have done better?

Nothing as far as I know.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Essex

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

We have been clients for this firm for any years and felt we needed help with our finances

How has Jonathan Attenborough helped you?

Giving us very good advice and improving our investments.

Have you seen the outcome you were hoping for?

Yes we have regular meetings to update us.N/A

What could they have done better?

N/A

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Pensions planning

How has Jonathan Attenborough helped you?

He has provided us with a very thorough plan to get us comfortably into retirement.

Have you seen the outcome you were hoping for?

Yes, in the main, although the financial markets have been tricky over the last few years.

What could they have done better?

Not sure really

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

My wife and I have worked with Jonathan for a number of years but we initially looked for an advisor before we got married, bought a new house, and started a family.

How has Jonathan Attenborough helped you?

As our lives have changed and evolved, Jonathan's advice has helped us to plan for a number of big life events. From savings and investments, through to insurance and protection, he's helped us to make some very sensible choices - and we both feel much more comfortable about our financial position as a result.

Have you seen the outcome you were hoping for?

We definitely feel well covered and securely positioned for whatever the future brings - with the long term comfort that Jonathan knows us as a family and advises us accordingly as things change.

What could they have done better?

Always professional, and a pleasure to deal with.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in London

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

The death of my husband and a company pension became available. I needed advice about what actions to take.

How has Jonathan Attenborough helped you?

He has helped me focus in dealing with matters that needed to be dealt with more urgently, e.g. my state pension.

Have you seen the outcome you were hoping for?

Yes, I know how much pension I will be receiving.

What could they have done better?

Nothing