Phil's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 35 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 31 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 35 )
Financial Mentoring ( 16 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
( 2 )
Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed help with pension plans
How has Phil Jones helped you?
formed a plan for our future
Have you seen the outcome you were hoping for?
yes
Phil:
Thank you, Caroline, for taking the time to leave a review. I'm really pleased to hear that you’ve found our work together on your pension plans helpful and that we've been able to form a plan that gives you confidence for the future. Financial planning is all about creating clarity and structure, particularly when it comes to something as important as retirement. It’s great to know that the outcome so far is in line with what you were hoping for. Supporting clients like you in making informed, forward-looking decisions is at the heart of what I do. I look forward to continuing to work with you as your plans evolve and making sure everything stays on track over time. Warm Regards PhilReview
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for long term investment
How has Phil Jones helped you?
Set up a long term investment plan
Have you seen the outcome you were hoping for?
Yes
Phil:
Thank you, Andrew, for taking the time to leave this review. I'm really pleased to hear that you're happy with the outcome of the long-term investment plan we set up together. It’s always rewarding to know that the advice and planning we've put in place is meeting your expectations. Creating a tailored investment strategy is about more than just returns — it's about giving you confidence in your financial future. I'm glad we’ve been able to build a plan that supports your long-term goals and gives you that peace of mind. If anything changes or you'd like to review your plans at any stage, I’m always here to help ensure everything remains aligned with your priorities. Thanks again for your feedback — it’s very much appreciated. Warm Regards PhilReview
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recent income + bonus leading to need for investment advice and long term financial planning.
How has Phil Jones helped you?
Phil has reviewed and advised on my complete portfolio including property holdings, ISAs, pension planning. As well as touching on overseas investments and income.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Phil:
Thank you, Max, for taking the time to leave such a positive review. It’s great to hear that you’ve found our work together helpful, particularly in light of your recent changes in income and the need for long-term financial planning. I’m pleased that the review of your overall portfolio – including ISAs and pension planning – has provided the clarity and direction you were looking for. Helping clients like you make confident, well-informed financial decisions is always the aim, so it’s reassuring to know you’re already seeing the outcomes you hoped for. I look forward to continuing our work together and supporting your financial goals in the years ahead. Thanks again for your kind words and trust. Warm Regards PhilReview
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment management, pension strategy & inheritance guidance
How has Phil Jones helped you?
Very well in all of the above.
Have you seen the outcome you were hoping for?
Yes slightly better than expected.
What could they have done better?
Nothing always been responsive for any questions asked
Phil:
Thank you, Neil, for taking the time to leave such a thoughtful review. It’s a real pleasure to know you feel I have been responsive to your questions and have provided the guidance you were looking for. Your kind words about the support with investment management, pension strategy and inheritance planning mean a great deal, as these are areas where it is important to feel confident and reassured in the decisions you are making. I am particularly pleased to hear that the outcomes so far have been slightly better than you had expected. My aim is always to help clients feel well-informed and supported, so that plans are not only appropriate for their current circumstances but also flexible enough to adapt over time. Thank you again for your trust. I look forward to continuing to work with you and helping to ensure your financial planning remains on track for the future. Warm Regards PhilReview
by a verified client in Lincolnshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment advice
How has Phil Jones helped you?
Moved our investments into a manageable and more understandable umbrella
Have you seen the outcome you were hoping for?
Investments not performed as well as we would have liked
What could they have done better?
Maybe we needed prior warning that investments weren’t doing as well before the review meeting, and a course of action to turn things around.
Phil:
Thank you, Janine, for taking the time to leave your review. I’m really pleased to hear that you’ve found the investment structure more manageable and understandable since we started working together. Simplifying things in a way that gives clarity and confidence is always a key aim of mine, so it’s great to know that’s been your experience. I do appreciate your honest feedback regarding investment performance and communication. While markets can be unpredictable, timely updates and discussions around next steps are important, and I’ll take your comments on board to ensure you feel more informed between review meetings. Maintaining open, proactive dialogue is something I’m always looking to improve. Thank you again for your trust and for continuing to work with me. I look forward to supporting you through the next stages of your investment journey. Warm Regards Phil