Johnathan Webster

Johnathan Webster

Webster Financial Management

Johnathan's reviews

Reviewed for

Insurance and Protection ( 14 )

Mortgages ( 28 )

Pensions ( 31 )

Retirement income (annuities, drawdown) ( 14 )

Auto Enrolment ( 1 )

Investments and Savings ( 24 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 4 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 11 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 9 )

£100k - £200k ( 7 )

£50k - 100k ( 2 )

Up to £50k ( 15 )

Repeat review

by a verified client in Yorkshire

6 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Johnathan Webster helped you since your last review?

To use out money wisely.

Repeat review

by a verified client in Lancashire

7 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Johnathan Webster helped you since your last review?

Johnathan has helped me to set my drawdown figure, which means I have the amount of money I need each month whilst maximising my tax free allowance.

Review

by a verified client in Manchester

7 months ago

Overall

Advice

Service

Value

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

Following my wife medical disgnosis of Mixed Alzheimer &Vascular Dementtia I was recommened to contact Johnathn to obtain expert financial advice should my wife require admiting to a home to provide long term resdiential care. Also to reconcikle our financial position.

How has Johnathan Webster helped you?

The advcie and help I have recieved in a freindley and easiley understandable way has been invaluable in releaving some of the stress from the complicated/compex situation

Have you seen the outcome you were hoping for?

The outcome ahve been what I was hoping for.

Review

by a verified client in Cumbria

7 months ago

Overall

Advice

Service

Value

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

To provide advice on business insurance and protection, plus pension options and consolidations, and Buy to Let Mortgage options

How has Johnathan Webster helped you?

Provided clarity and suitable options for consideration in all areas, some of which we have entered into

Have you seen the outcome you were hoping for?

Yes, we have chosen some products suitable for our requirements

What could they have done better?

Nothing as far as I'm aware

Repeat review

by a verified client in Manchester

7 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Johnathan Webster helped you since your last review?

Johnathan has managed my money to my satisfaction and always kept me informed of any changes to the funds.