Phil's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 39 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 35 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 38 )
Financial Mentoring ( 18 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
( 2 )
Review
by a verified client in Buckinghamshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To support the management and oversight of my family's financial affairs.
How has Phil Jones helped you?
Phil is simplified and structured my pensions and ISAs efficiently and effectively
Have you seen the outcome you were hoping for?
Yes - strong retiurns, aligned to risk appetite.
What could they have done better?
Nothing
Phil:
Thank you very much, Matt, for taking the time to leave such a positive review. It’s particularly pleasing to hear that you feel your family’s financial affairs are now being managed with greater structure and clarity. Simplifying pensions and ISAs can make a significant difference, not only in ensuring they are managed efficiently and effectively, but also in making your overall financial position easier to understand and oversee. Having a clear structure in place provides a strong foundation for making informed decisions as circumstances and priorities evolve over time. I’m also delighted that you have seen strong returns while keeping your investments aligned with your agreed risk appetite. Achieving the right balance between investment objectives and the level of risk you are comfortable taking is an important part of sound, long-term financial planning. Thank you again for your kind comments and for placing your trust in me to support you and your family with your financial affairs. I look forward to continuing to work with you in the years ahead. Warm Regards, PhilReview
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?
General financial planning & investment
How has Phil Jones helped you?
Extensively with investments & advice for pensions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Phil:
Thank you very much, Neil, for taking the time to leave such a positive review. I really appreciate your feedback and am pleased to hear that you feel the advice and support you have received has helped you achieve the outcomes you were hoping for. It has been a pleasure working with you on your general financial planning, particularly in relation to your investments and pensions. These are important areas that can benefit from regular review and careful planning, so it is especially rewarding to know that you have found my advice and guidance valuable. My aim is always to provide clear, considered advice that gives clients confidence in their financial decisions, while ensuring their investments and pension arrangements remain aligned with their longer-term goals and changing circumstances. Thank you again for your kind comments and for the trust you have placed in me. I look forward to continuing to work with you and supporting your financial plans in the years ahead. Warm Regards, PhilReview
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
If you have a considerable amount of money you need an adviser.
How has Phil Jones helped you?
Phil has helped us to plan for the future with our finances.
Have you seen the outcome you were hoping for?
Yes we are going in the right direction with the planning.
What could they have done better?
I don’t think they could have done much better.
Phil:
Dear Ann, Thank you very much for taking the time to leave such a thoughtful review. It really does mean a great deal to know that you feel we have helped you plan confidently for the future and that you can see your financial plans moving in the right direction. I appreciate your comments about the importance of seeking professional advice when managing a significant amount of money. Having a clear, structured financial plan can provide reassurance and help ensure that decisions are made with both current needs and long-term goals in mind. I'm pleased that we've been able to support you throughout that process and that you feel we are making good progress together. Thank you also for your kind words about the service you've received. Building lasting relationships based on trust and understanding is at the heart of what I aim to achieve, and it is a privilege to support you with your financial planning. I look forward to continuing to work with you and helping you stay on track towards your future goals. Warm Regards, PhilReview
by a verified client in East Riding
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ensure had sufficient income for retirement
How has Phil Jones helped you?
Advice and solutions given
Have you seen the outcome you were hoping for?
Yes , obviously market dependent
What could they have done better?
Nothing
Phil:
Thank you, Roger, for taking the time to share your feedback. It’s very much appreciated. I’m pleased to hear that you felt nothing further could have been improved in your experience, and that the advice and solutions provided have supported your goal of ensuring a sufficient income for retirement. That’s always a key priority, and it’s encouraging to know you’ve seen the outcomes you were hoping for, particularly given the natural fluctuations of the market. Retirement planning often involves balancing long-term objectives with changing market conditions, so it’s good to know you feel confident in the approach we’ve taken together. Providing clear, tailored advice that helps bring reassurance around your financial future is always at the heart of what we do. Thank you again for your trust and for sharing your experience. I look forward to continuing to support you as your plans evolve over time. 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?
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 Phil