Phil's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 25 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 30 )
Financial Mentoring ( 14 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
( 1 )
Review
by a verified client in Lincolnshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As we grew as a company it was quite apparent after discussing my accounts with FB’s that an adviser with Phil’s experience was the next step for me.
How has Phil Jones helped you?
After open discussions Phil proposed various pieces of advice which in the main we took onboard and engaged Phil’s services.
Have you seen the outcome you were hoping for?
Phil has delivered on all we discussed. This is due to two way openness and Phil’s life experiences
What could they have done better?
Not applicable
Phil:
Dear Geoff, Thank you very much for taking the time to share your experience. I’m really pleased to hear that the advice and guidance we’ve worked on together has delivered the outcomes you were hoping for. It’s great to know that you’ve found our open discussions and collaborative approach valuable as your business continues to grow. Your feedback highlights something we really believe in – that good financial advice is built on trust, transparency, and a clear understanding of each client’s unique circumstances. It’s been a pleasure supporting you through this next stage, offering guidance that draws on both technical expertise and practical experience. I look forward to continuing to work together as your plans develop, helping you navigate future opportunities with confidence and clarity. Best regards, PhilReview
by a verified client in Lincolnshire
9 days ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning and investment.
How has Phil Jones helped you?
Advice and guidance on all aspects of investment, tax and pension planning.
Have you seen the outcome you were hoping for?
Broadly, yes.
What could they have done better?
I am satisfied with the service which has been provided.
Phil:
Thank you, Stephen, for taking the time to leave this thoughtful review. I’m really pleased to hear that you’ve been satisfied with the service provided. Supporting clients with pension planning, investment advice, and tax guidance is central to how we help people achieve financial clarity and peace of mind. It’s great to know that the advice and guidance we’ve offered have helped you navigate these areas with confidence. Financial planning is very much a long-term partnership, and I look forward to continuing to work together to help you stay on track towards your goals. Thank you again for your kind words and for placing your trust in me. Warm Regards PhilReview
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate a range of investments under one roof and also to receive advice on pension investments.
How has Phil Jones helped you?
Phil has offered sound and sensible advice on managing my pension, ensuring that the funds are invested to take advantage of both a workplace and a private pension. He has also advised on the level on contributions I should be making.
Have you seen the outcome you were hoping for?
Yes
Phil:
Dear Joanna, Thank you for taking the time to leave such a positive review. I’m really pleased to hear that you’ve found our work together helpful in consolidating your investments and managing your pensions effectively. It’s great to know that the advice provided has helped you make informed decisions around contribution levels and ensured your pension funds are working efficiently across both workplace and private schemes. Achieving clarity and control over your financial planning is always a key aim, so I’m glad we’ve been able to meet your expectations. Your feedback reinforces the value of working collaboratively and taking a structured approach to financial advice. If there’s anything further I can assist with as your circumstances evolve, please don’t hesitate to get in touch. Warm regards, PhilReview
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wasn't happy with the service provided by my previous advisor.
How has Phil Jones helped you?
He has been able to simplify and streamline my investments, whilst improving performance and reducing costs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Phil:
Thank you, Matthew, for taking the time to leave such a positive review. I’m really pleased to hear that the changes we’ve made to your investments have helped simplify things while improving performance and reducing costs — that’s exactly the balance we aim for. It’s also great to know you’ve seen the outcome you were hoping for. Making the decision to move on from a previous adviser is never easy, so I truly appreciate the trust you've placed in me to take things forward. It’s been a pleasure working with you, and I look forward to continuing to support you with your financial planning in the years ahead. Warm regards, PhilReview
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?
Mainly inheritance planning
How has Phil Jones helped you?
With friendly and understandable explanations
Have you seen the outcome you were hoping for?
Yes very much so
What could they have done better?
I can’t think of anything else Phil could have done better
Phil:
Thank you, Christine, for taking the time to leave such a thoughtful review. It’s wonderful to hear that you’ve found our conversations around inheritance planning both friendly and easy to understand. Making financial decisions in this area can often feel daunting, so I’m really pleased to know that the guidance has felt clear and helpful throughout. Your kind words about not being able to think of anything I could have done better mean a great deal. It’s always my aim to offer straightforward advice tailored to your needs, and I’m delighted that you’ve seen the outcomes you were hoping for. Thank you again for your trust and for choosing to work with me. Warm Regards Phil