Reviewed for
Insurance and Protection ( 44 )
Mortgages ( 7 )
Pensions ( 170 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 106 )
Auto Enrolment ( 1 )
Investments and Savings ( 165 )
Pension Transfers - Non Specialist ( 44 )
Inheritance Planning ( 69 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 27 )
Financial Planning ( 145 )
Financial Mentoring ( 29 )
Financial Coaching ( 19 )
Reviewers' assets
£500k+ ( 56 )
£200k - £500k ( 35 )
£100k - £200k ( 11 )
( 2 )
£50k - 100k ( 8 )
Up to £50k ( 8 )
Review
by a verified client in London
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future financial planning and pension advice.
How has Jonathan Attenborough helped you?
Jonathan has given me great financial advice and the confidence to continue with my financial planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
As far as i know, nothing.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Received a small inheritance and needed advice on what to do with it, savings, investing, etc.
How has Jonathan Attenborough helped you?
Jonathan initially gave advice on the inheritance and more recently on pensions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Shropshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Forth coming retirement.
How has Jonathan Attenborough helped you?
He has listened to my plans and provided an independent view.
Have you seen the outcome you were hoping for?
Not yet as I haven’t got to the retirement date, but I have a better idea of what I’m looking for and what I need to do.
What could they have done better?
Nothing
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure that my financial plans were robust and I could look forward to a comfortable retirement
How has Jonathan Attenborough helped you?
As above, I am now retired and have a comfortable lifestyle. Have also done some inheritance planning
Have you seen the outcome you were hoping for?
Yes I have and am happy that my and others futures are secure
What could they have done better?
Could not have
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Original IFA retired
How has Jonathan Attenborough helped you?
Looking after our planning for the future and helping transfer savings and pensions to more profitable funds and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy all round
Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially, I was young and starting a pension and there was no internet,
How has Jonathan Attenborough helped you?
6 years
Have you seen the outcome you were hoping for?
So far, I have built towards a secure financial position and navigated the tax rules.
What could they have done better?
I would like a scenario tool that I can use for forecasting with all the current tax rules and inflation forecasts.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was recommended by a friend and an accountant my husband was using at the time.
How has Jonathan Attenborough helped you?
In several ways, but essentially to help us secure our finances for the future.
Have you seen the outcome you were hoping for?
Yes, I believe we have.
What could they have done better?
It took a long to get set up but there were circumstances that account for this.
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have always had a financial advisor throughout our working lives
How has Jonathan Attenborough helped you?
Absolutely and has been very thorough, honest and trustworthy
Have you seen the outcome you were hoping for?
We are very satisfied with the outcomes so far
What could they have done better?
We are very satisfied currently
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Jonathan Attenborough helped you?
In all aspects of managing my financial planning for retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing really - I appreciate how patient the whole team is with me !
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was an important decision to have someone with the knowledge of financial affairs to advise us in the minefield of pensions and investment. Having previously been under the guidance of Jonathan’s mentor it was an easy next step to engage him to continue the good work.
How has Jonathan Attenborough helped you?
He has provided us with sound advice and guidance in our financial dealings. He has been invaluable in tracking down old pensions that we have had from previous employers and his colleagues are to be commended for their tenacity and endurance.
Have you seen the outcome you were hoping for?
Yes we have been happy with the outcomes and will continue to listen to and consult Jonathan in the future. Our investments have continued to grow under his guidance.
What could they have done better?
I don’t believe there is any area in which he could have achieved any better results than that we have seen.
Review
by a verified client in Shropshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to obtain a retirement savings solitin
How has Jonathan Attenborough helped you?
By providing pertinent advice tailored to my needs and implementing solutions.
Have you seen the outcome you were hoping for?
Absolutely!!
Review
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
With numerous pension pots, I decided to amalgamate them all.
How has Jonathan Attenborough helped you?
Jonathan has helped me with all my financial needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Just needed to manage my money better
How has Jonathan Attenborough helped you?
With pension advice, savings advice, long term outlook
Have you seen the outcome you were hoping for?
Yes. And hopefully with the long term planning too.
Review
by a verified client in Durham
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning and family security
How has Jonathan Attenborough helped you?
Jonathan continues to provide reassurance and guidance that our plan is on track, providing recommendations where adjustments are agreed to be beneficial
Have you seen the outcome you were hoping for?
Yes, we remain confident in our long term plan
Review
by a verified client in Northamptonshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I realised that I had not planned long term and was lacking in many areas of financial knowledge about what my options were.
How has Jonathan Attenborough helped you?
All financial planning. Especially with long term finance considerations.
Have you seen the outcome you were hoping for?
Yes. All advice given has had positive results.
What could they have done better?
Paperwork could be slightly more streamlined.
Review
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice and guidance.
How has Jonathan Attenborough helped you?
Jonathan has helped with pension management and retirement planning.
Have you seen the outcome you were hoping for?
My pension has performed very well and our annual meetings have been invaluable in planning for my retirement.
What could they have done better?
Nothing.
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has Jonathan Attenborough helped you?
By giving essential advice on pension planning and saving
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To receive advice for the future
How has Jonathan Attenborough helped you?
Approximately 2 years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - very happy with his advice
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual review
How has Jonathan Attenborough helped you?
Pension withdrawl
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To organise my financial affairs in a more streamlined way
How has Jonathan Attenborough helped you?
Provided pensions support and suggestions on the most tax efficient ways of managing our assets and cash
Have you seen the outcome you were hoping for?
very pleased so far
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for an adviser who would consolidate our finances and plan for the future.
How has Jonathan Attenborough helped you?
Jonathan has taken time to discuss financial decisions in layman's language
Have you seen the outcome you were hoping for?
The outcome is something for the future.
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I retired in 2001 and felt I needed advice on the port folio holding I had built over the last five years of employment. Along with my wife I felt we also needed advice on IHT. We also sought advice on how to make the most of our pension pots we had built up while in employment.
How has Jonathan Attenborough helped you?
Jonathan has appreciated our financial situations and offered advice on all aspects regarding where we have.money invested.
Have you seen the outcome you were hoping for?
We have definitely seen the financial benefits being guided by Waymark
What could they have done better?
Can’t think of any other approaches.
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on tax, pensions and investments
How has Jonathan Attenborough helped you?
Jonathan keeps in regular contact with updates and advice. I have been very pleased with the outcome.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing as far as I'm concerned
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Working with Johnathan for a long time
How has Jonathan Attenborough helped you?
In all areas of personal financial needs
Have you seen the outcome you were hoping for?
100%
What could they have done better?
Nothing
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to sort all my pensions from various jobs
How has Jonathan Attenborough helped you?
He has consolidated all my funds
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Maybe seen face to face ,
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment and retirement planning
How has Jonathan Attenborough helped you?
Excellent advice and living the life??
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To open a private pension.
How has Jonathan Attenborough helped you?
Continues to professionally monitor and advise.
Have you seen the outcome you were hoping for?
No reason to complain.
What could they have done better?
Nothing
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following the sale of a business I was a significant share holder in I found myself with a large amount of cash. I wanted advise that n how to use this well as I started to think ahead to possible retirement.
How has Jonathan Attenborough helped you?
Jonathan is excellent at making the difficult understandable. I had not invested before, in fact I hadn’t really adopted any form of financial planning. Jonathan spent time to really understand what my goals were and helped me create a sensible plan, he used simple English to explain the complex - he always made me feel in control!
Have you seen the outcome you were hoping for?
Yes. It’s been a difficult few years for investors, however I am am happy with the choices Jonathan helped me with. Our investments are doing well, my pension choice was spot on and I’m happy the plan is on track.
What could they have done better?
Genuinely nothing. Jonathan is a perfect fit for me. He offers good, easy to understand advise and is always available if I have questions. I am very happy.
Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been clients of Waymark and have known Jonathan and his team for many years. We were introduce to Waymark who helped us with various matters. These included Investments, Inheritance Tax Planning and Pensions, amongst other areas.
How has Jonathan Attenborough helped you?
Apart from giving us good advice and helping us organise our financial affairs, Jonathan has helped us by keeping in touch and holding regular meetings where we review everything in relation to our finances. This is a very valuable and important aspect of his service.
Have you seen the outcome you were hoping for?
Yes. We are very happy with the outcomes we have seen.
What could they have done better?
Nothing. We are very happy with Jonathan and all at Waymark.
Review
by a verified client in Hertfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to understand more and know the different options available to help money grow
How has Jonathan Attenborough helped you?
Explained all the different options on offer and helped me take a long term view to financial planning. He has helped to build my understanding so I am confident going forward and know what options I have to maintain income into the future.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Death of Husband
How has Jonathan Attenborough helped you?
Financial planning of pensions. Looking after my interests in the most tax efficient and beneficial way.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing , Jonathan is always very helpful and responds immediately to any situation or concern.
Review
by a verified client in Middlesex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of employer
How has Jonathan Attenborough helped you?
Confident that our pensions are performing well and we’ll be in a good place financially when we retire
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A Jonathan and his team always go the extra mile
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We reached an age where we need to start planning for our retirment.
How has Jonathan Attenborough helped you?
Both Jonathan, and Mark previously have given us realist advice, to help us towards our retirement goals.
Have you seen the outcome you were hoping for?
At the moment things are looking good, and are in line with expectations.
What could they have done better?
As far as I can see not too much. It would have been nice to have been retired for the last 5 years, but that's not realistic!
Review
by a verified client in Ross-shire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional careers established, looking to consolidate financial position and start planning for mid and long term future
How has Jonathan Attenborough helped you?
Jonathan has provided detailed and sustained advice on how to best manage our finances with regard to protecting and securing our current position, and looking at how we grow our finances for the future
Have you seen the outcome you were hoping for?
Yes, Jonathan's advice has given us confidence that we are protected and on the right track for the future
What could they have done better?
Nothing, we're very happy with Jonathan's service
Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For financial planning
How has Jonathan Attenborough helped you?
Giving us confidence to proceed with our plans , and assurance for future planning
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
N/a
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have used a financial Advisor for over 30 years
How has Jonathan Attenborough helped you?
We have worked with Jonathan over the last few years to ensure we have good planning for our children's university and early adult needs and that our retirement planning is robust.
Have you seen the outcome you were hoping for?
Yes, so far so good!
Review
by a verified client in Hertfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
.Retirement planning
How has Jonathan Attenborough helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything required implement in a swift efficient and professional manner
Review
by a verified client in Essex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension investment
How has Jonathan Attenborough helped you?
Supporting guidance to build a house deposit and advice on retirement funds.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in West Midlands
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Like most people I was managing my own investments and pension planning and realised I needed professional help to maximise my efforts
How has Jonathan Attenborough helped you?
Jonathan has now taken all the stress off me of planning and saving for retirement and controls my investments in a professional level that I would never have reached
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Been introduced to Jonathan and his team ten years earlier
Review
by a verified client in West Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To give us pensions advice.
How has Jonathan Attenborough helped you?
He has helped us with pensions advice and long term investment planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not sure, they are the experts, Johnathan has been very helpful and thorough.
Review
by a verified client in West Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on managing capital from share sale
How has Jonathan Attenborough helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Left my previous adviser and thankfully found Waymark and Jonathan and his team to manage my affairs and have never regretted my decision. First class service and attention to all aspects of my financial affairs
How has Jonathan Attenborough helped you?
For at least the past 10 years
Have you seen the outcome you were hoping for?
Yes , and more thankfully
What could they have done better?
To my mind I can’t think of anything more they could or are doing
Review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce settlement
How has Jonathan Attenborough helped you?
He, and formerly Mark, have helped with my financial affairs since my divorce, setting up a solid plan for both my - and my children's - future.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
To my best knowledge, nothing.
Review
by a verified client in Suffolk
9 months ago
Overall
Advice
Service
Value
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
by a verified client in Essex
9 months ago
Overall
Advice
Service
Value
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
by a verified client in Durham
9 months ago
Overall
Advice
Service
Value
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
by a verified client in Surrey
10 months ago
Overall
Advice
Service
Value
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
by a verified client in Kent
10 months ago
Overall
Advice
Service
Value
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
by a verified client in Surrey
10 months ago
Overall
Advice
Service
Value
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
by a verified client in Hertfordshire
10 months ago
Overall
Advice
Service
Value
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
by a verified client in Middlesex
10 months ago
Overall
Advice
Service
Value
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
by a verified client in Hertfordshire
10 months ago
Overall
Advice
Service
Value
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
by a verified client in Hertfordshire
10 months ago
Overall
Advice
Service
Value
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
by a verified client in Essex
a year ago
Overall
Advice
Service
Value
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
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
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
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
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
by a verified client in London
a year ago
Overall