Jonny Payne

Jonny Payne

Clearwater Wealth Management

Jonny's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 13 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 4 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 2 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 7 )

Financial Mentoring ( 1 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 2 )

Up to £50k ( 1 )

£50k - 100k ( 5 )

Review

by a verified client in Northamptonshire

a month ago

Overall

Advice

Service

Value

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

Had a number of pensions over the years and wasn't sure what to do with them, also needed a better plan for future retirement.

How has Jonny Payne helped you?

Advised which pensions to consolidate and which to leave, helped plan a reasonable future income.

Have you seen the outcome you were hoping for?

Yes, but also time will tell.

Review

by a verified client in Berkshire

4 months ago

Overall

Advice

Service

Value

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

Wanting to get my finances in order

How has Jonny Payne helped you?

Helped identify savings plan, investment approach and retirement planning.

Have you seen the outcome you were hoping for?

Yes, absolutely.

Review

by a verified client in Lancashire

5 months ago

Overall

Advice

Service

Value

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

To combine all off my pensions

How has Jonny Payne helped you?

Give me the best advice

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Cheshire

6 months ago

Overall

Advice

Service

Value

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

I was doing a pension search

How has Jonny Payne helped you?

He has given me perspective of my future requirements

Have you seen the outcome you were hoping for?

Too soon to see.

What could they have done better?

N/A

Review

by a verified client in Norfolk

7 months ago

Overall

Advice

Service

Value

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

I was referred to Jonny by HMRC to track my missing pensions

How has Jonny Payne helped you?

He has found my missing pensions and given me financial security for the rest of my life, or at least confirmation that I am more than on the right path.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing