Stephanie Jones

Review from verified client

March, 2024

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

WWM were recommended to me by a friend, I wanted help and advice on planning for my retirement.

How has Stephanie Jones helped you?

Stephanie has advised on how best to save and invest in preparation for retirement in line with my attitude to risk.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of.

Review from verified client

March, 2024

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

Retirement was looming and needed investment company to advise and look after my pension fund

How has Stephanie Jones helped you?

Management of financial performance

Have you seen the outcome you were hoping for?

Yes happy with the returns given our attitude to risk

What could they have done better?

I am happy to continue as is

Review from verified client

February, 2024

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

Financial planning and management of investments

How has Stephanie Jones helped you?

Holistic approach to financial management, clear and well explained models of choices of risk vs performance of investment strategies.

Have you seen the outcome you were hoping for?

Yes, I've been happy with the outcomes I have received thus far.

Review from verified client

November, 2023

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

I was recommended to Stephanie by a colleague and have been working with her for many years.

How has Stephanie Jones helped you?

Consolidating all my pensions into one, setting up ISA's and providing financial advice for my wife and I.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

happy with the service.

Review from verified client

November, 2023

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

I wanted to consolidate my pensions and receive good financial planning advice.

How has Stephanie Jones helped you?

She helped to consolidate my pensions which means that all the information is now held in one place. She offers regular reviews where she assesses my attitude to risk, and always provides sound financial advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't feel there is anything that Stephanie could have done better.

Review from verified client

November, 2023

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

Wanted to merge multiple pensions into one investment policy. Stephanie came highly recommended by a friend.

How has Stephanie Jones helped you?

Provided expert advice when deciding on how to merge my pensions and the best way to invest them.

Have you seen the outcome you were hoping for?

Currently not yet but it has only been one year since I made my investment and hoping for the policy to provide the outcome I am hoping for in the long term.

Review from verified client

October, 2023

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

Numerous pensions of low value meant I needed advice on how to make perform better.

How has Stephanie Jones helped you?

Advice on pulling together and amalgamating pensions into a meaningful sum

Have you seen the outcome you were hoping for?

Yes I feel I am in a position financially

What could they have done better?

Maybe offered more support and advice on my Swiss Pension

Review from verified client

October, 2023

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

I needed a new pension and financial advisor after an initial liquidity event at the company I work for.

How has Stephanie Jones helped you?

Helped me invest

Have you seen the outcome you were hoping for?

yes. Great service, proactive and good quality advice. Markets have been challenging but I have been kept informed about what is going on.

What could they have done better?

Nothing.

Review from verified client

October, 2023

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

Getting towards retirement age.

How has Stephanie Jones helped you?

Future financial planning.

Have you seen the outcome you were hoping for?

To a degree, but the last 3 years uncertainty has impacted the financial markets.

What could they have done better?

Nothing.

Review from verified client

September, 2023

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

Initially to centralise my different pensions but latterly Wealth management overall.

How has Stephanie Jones helped you?

Good overall advice, managing the relationship with Investec who manage the investment fund and regular updates and advice.

Have you seen the outcome you were hoping for?

So far, despite a very challenging market.

What could they have done better?

I don't think so especially, as stated, given the financial markets to date.

Review from verified client

September, 2023

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

Financial planning for the future when both single and newly married.

How has Stephanie Jones helped you?

Making the right recommendations that has protected our family; not only by helping me make the right choices but helping me execute on policies during difficult circumstances.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Not a question of doing better. Stephanie has been faultless in her approach and advice. I think both sides could benefit more by me being pushed harder to consider more options. That is not a fault of Stephanie’s or something Stephanie could do better….just our financial position being volatile and economic environment since Brexit.

Review from verified client

September, 2023

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

I needed someone to advise me on an inheritance and later a workplace pension that I had to transfer.

How has Stephanie Jones helped you?

She puts a lot of thought and time into the best plans for me.

Have you seen the outcome you were hoping for?

So far all has been good.

What could they have done better?

Nothing that I know of.

Review from verified client

September, 2023

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

Recommendation through colleagues at work.

How has Stephanie Jones helped you?

n/a

Have you seen the outcome you were hoping for?

Investing is for the long term, but I am happy with the advise Stephanie has provided and feel confident in my future outlook.

What could they have done better?

n/a

Review from verified client

August, 2023

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

Need for investment advice upon retirement and prior to that to build sufficient funds to enable early retirement.

How has Stephanie Jones helped you?

With advice along the path towards retirement and beyond.

Have you seen the outcome you were hoping for?

Yes so far so good.

What could they have done better?

The reports of progress have to be generated by Stephanie in an annual review (which is / are fine) but I would like to be able to see a simple percentage growth report (verses last year) each quarter rather than wait for the annual review. A simple projected / expected growth performance report on a quarterly basis would be nice based on total invested. Don’t need to see breakdown of performance - only totals earned.

Stephanie's reply

hi Ray, Thanks for your feedback. We can of course look at quarterly numbers and very happy to provide these. Its important to remember the long term goals & performance rather than short-term market driven changes which if we look on the 1st or 3rd of the month may have differing numbers. I'll pop you an email now and we can catch up on this in more details. Thanks, Stephanie

Review from verified client

August, 2023

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

Inheritance money

How has Stephanie Jones helped you?

Stephanie made the best recommendations based on my particular circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

August, 2023

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

My finances were not properly structured and I wanted to seek the advice of an external body.

How has Stephanie Jones helped you?

She has put in place the structures that now underpin our future financial well-being.

Have you seen the outcome you were hoping for?

Yes. Obviously everyone thinks they should be earning more but Stephanie has overseen me and then my family to our comfortable position today.

What could they have done better?

Potentially they could have been proactive introducing more higher risk/reward products albeit that our profile was not that. If advised I may have invested over a lesser term.

Review from verified client

August, 2023

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

Husband has had many years investing with Stephanie Jones and delighted with the outcomes

How has Stephanie Jones helped you?

By planning our future goals and needs with us. Ensuring that our pensions and investments deliver the lifestyle required. We have the option annually to change our risk profile in investments. Her advice and patience is excellent.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of.

Review from verified client

August, 2023

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

Pension planning

How has Stephanie Jones helped you?

Consolidate pensions, transfer pension out of Final Salary. Long term financial planning.

Have you seen the outcome you were hoping for?

So far, but will see how it all pans out when I retire!

Review from verified client

August, 2023

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

Financial planning

How has Stephanie Jones helped you?

Provided guidance

Have you seen the outcome you were hoping for?

Yes

Stephanie's reply

hi Lynne, Thanks very much for your kind words and lovely feedback. Speak soon, Stephanie

Review from verified client

August, 2023

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

I needed someone to advise me on investments

How has Stephanie Jones helped you?

I have a much better view of my financial situation and have seen growth from my investments. I feel in much better control of my financial future with Stephanie's support.

Have you seen the outcome you were hoping for?

Yes, greater understanding of my options and confidence in my investments

Stephanie's reply

hi Simone, Thank you for the positive feedback. Speak soon, Stephanie

Review from verified client

August, 2023

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

Retirement planning

How has Stephanie Jones helped you?

In many ways

Have you seen the outcome you were hoping for?

So far

What could they have done better?

N/ A

Stephanie's reply

hi Simon, Thanks for the feedback & kind words. Speak soon, Stephanie

Review from verified client

August, 2023

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

Had a large number of different pensions that were unmanageable

How has Stephanie Jones helped you?

She was able to bring all pensions together and provide a clear pension strategy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

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

xx

How has Stephanie Jones helped you?

xx

Have you seen the outcome you were hoping for?

xx

What could they have done better?

xx

Review from verified client

November, 2022

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

I had just retired and needed someone to advise me on what to do with my pension

How has Stephanie Jones helped you?

She gave me options as to what to do with my money pros and cons

Have you seen the outcome you were hoping for?

So far no complaints but it is to soon to tell

What could they have done better?

I don't know

Review from verified client

November, 2022

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

I am a total newbie hen it comes to any of the above, so the right thing to do was to find and use am advisor

How has Stephanie Jones helped you?

Stephanie has helped me understand what investments and savings are about, certainly well enough for me to decide to let her deal with the matter for me.

Have you seen the outcome you were hoping for?

Yes I have indeed

What could they have done better?

Nothing comes to my mind that Stephanie would have done better.

First impression from a user who is not yet a client

August, 2022

Please provide a brief comment about your experience with Stephanie

Excellent. Very knowledgeable and helpful.

Repeat review from verified client

February, 2022

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

How has Stephanie Jones helped you since your last review?

Since my last review I have retired early. Stephanie instantly showed my my options and life opportunities in line with my pension. When retiring the most concerning question is can I live on my pension and for how long. Stephanie gave my a considerable amount of her time and provided me confidence that I would retire.

Review from verified client

November, 2021

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

Very poor level of advice from previous financial adviser

How has Stephanie Jones helped you?

Stephanie explained in very clear terms what my financial situation was and how she can help improve it.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

so far nothing

Review from verified client

November, 2021

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

Had no experience of financial planning, and was due to receive a windfall from work. Previous experiences with advisors had been negative.

How has Stephanie Jones helped you?

- helped transfer all my pensions into a SIPP - opened a general investment - assessed my risk tolerance to ensure investments were in line with it - helped me find sustainable funds to invest in - general advice on property purchase - broader tax advice about investing & pensions - introduced me to contacts for other services; currency exchange, tax advisor Stylistically, Stephanie really listens and goes the extra mile. With other advisors I had interviewed, they only offered generic advice I had already read online. Stephanie's advice comes with a point of view built on years of experience.

Have you seen the outcome you were hoping for?

Asset performance: Too soon to tell, I would like 2-3 years to assess growth of assets Feeling more confident in my finances: absolutely, I feel I am more prepared for the future

What could they have done better?

Would prefer a better way of sharing docs, ie google docs or dropbox instead of word docs via email

Stephanie's reply

Thanks Holly, glad to have helped the 4am dread & good to know on the feedback - will email you now about document sharing.

Review from verified client

November, 2021

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

Disposal of equity in a private company

How has Stephanie Jones helped you?

Investment advice and long term retirement planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2021

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

Need to consolidate pension pots and ISAs

How has Stephanie Jones helped you?

Clear, simple and effective advice and management of consolidated pension and ISA accounts

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing specific to note

Repeat review from verified client

March, 2021

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

How has Stephanie Jones helped you since your last review?

Stephanie did an in-depth review of my financial position with me and my daughter, showing that with the figures available at the time I had enough money to live on in retirement.

Review from verified client

March, 2021

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

We wanted to make more of our money through thoughtful but active investment

How has Stephanie Jones helped you?

Stephanie has advised us both at point in time when we have wanted to make decisions but also as part of a thorough annual review, helping us set a direction for the next year

Have you seen the outcome you were hoping for?

Yes. Growth has been good and has been delivered against our agreed risk profile

Review from verified client

February, 2021

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

I first approached Stephanie when I started to have some disposable income and wanted to get some advice on how to invest it. That was eight years ago.

How has Stephanie Jones helped you?

Stephanie has been a reliable and trusted advisor throughout the last eight years. She provides clear, balanced and informed advice, is quick to respond to queries and is always proactive.

Have you seen the outcome you were hoping for?

Yes - good growth across my portfolio

What could they have done better?

Nothing

Review from verified client

February, 2021

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

I needed to consolidate a number of work DC pensions into one venue to manage and grow my investments. I needed to consolidate a number of ISA and investments into one venue to manage and grow my investments.

How has Stephanie Jones helped you?

Took me through a structured approach from understanding my needs, my goals and my attitude to risk. We then worked in a very collaborative nature to select the right approach, the wrapper and products. SJ is not pushy at all, works in a true collaborative way, we weighed up the evidence, understood the tax implications and what was best for me NOT for her.

Have you seen the outcome you were hoping for?

Yes, I have seen growth in my portfolio after fees that is inline with the risk appetite. I now have all of my investments and pension in one venue that give me the comfort that everything is in hand.

What could they have done better?

I don't feel that anything could of been done better, given the cost of servicing investors and level of risk as well as size of portfolio. Sj provide the right level of interaction.

Review from verified client

February, 2021

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

I wanted to properly plan my pension contributions as well as get advice on what plan I should be under vía work pension. I also wanted to look at other protections against illness/unemployment.

How has Stephanie Jones helped you?

Gave me retirement planning advice and helped me decide what contributions I needed to make as well as the right insurance to take out considering my existing plans.

Have you seen the outcome you were hoping for?

Yes. Feel confident that I have good plans in place and my retirement is now on target and protected

What could they have done better?

Don’t have any complaints. Was happy with advice and the time spent. Pension advice was not cheap but in terms of the detailed handholding and advice I got I felt it was worth it.

Review from verified client

February, 2021

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

The need to combine various pensions and investments into one place and plan for their growth centrally

How has Stephanie Jones helped you?

Sorted the single pension very smoothly and quickly and gave good advice on whether that pension would serve my needs in retirement.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing in my view and from the perspective of my needs.

Review from verified client

January, 2021

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

Having more complexity in financial planning with multiple pension plans and family situation.

How has Stephanie Jones helped you?

I've been working with Stehanie for about 7-8 years now and she has been extremely helpful in my financial planning and portfolio management.

Have you seen the outcome you were hoping for?

We have seen some good returns and the basis for longer term financial planning.

Review from verified client

January, 2021

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

I was changing job roles and had just bought my first house in London so was looking for an advisor to assist me with planning for the next steps in my journey ahead of having a family and moving out of London

How has Stephanie Jones helped you?

Stephanie investigated all the feasible options, taking the time to fully understand my situation and plans for the future and then carefully took me through all considerations. Stephanie presents the data well and helps me make informed decisions.

Have you seen the outcome you were hoping for?

Yes. I'm very happy with the return on the plans

What could they have done better?

Stephanie has assisted me with all my needs

Stephanie's reply

Thanks Ryan for the lovely feedback.

Review from verified client

January, 2021

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

To improve the quality and value for money from our existing financial advisory; To have a holistic view of all finances and robust forward looking investment plan; To support transition to self-employed and back to full-time employment; To consider investment planning options significant upcoming expenditures including retirement.

How has Stephanie Jones helped you?

provided a comprehensive review of all finances; built out a forward looking cash & investment plan; advised on best combination of investments; supported insurance and protections for self-employed status;

Have you seen the outcome you were hoping for?

Yes, selection of appropriate investments and investment platform; clarity in terms of cash-flow and investment income; appropriate insurance and protection in place; regular and proactive engagement.

What could they have done better?

Nothing

Review from verified client

January, 2021

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

Having kids and increase in earnings, wanting to ensure best possible financial planning for the future.

How has Stephanie Jones helped you?

Stephanie has been a constant source of advice on all aspects of my finances; from pensions, ISAs and other investments; to life, critical illness insurance and mortgages.

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

Nothing comes to mind.

Stephanie's reply

Thank you Simon Lovely to hear the feedback

Review from verified client

February, 2020

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

I had a life time of different pensions and ISA’s/bonds. Had no idea of value or if I had enough to live on in retirement

How has Stephanie Jones helped you?

I turned up with ring binders of documents and asked if should could help me understand my financial position. Wanted to understand value of all my investments.

Have you seen the outcome you were hoping for?

More than, great realistic advise, happy to sit for hours with me and explain options and answer questions. Very personal understood my objective and worked a plan that was realistic.

What could they have done better?

Not sure I could have asked for anymore. Politely nudged me to get infomation or complete forms. Explained every step and always responded to calls and mails.

Review from verified client

July, 2019

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

I was looking for advice on merging my pension pots from my previous employers.

How has Stephanie Jones helped you?

She has combined my various pension pots into a single investment platform. She also provides helpful advice over and above her paid services on financial matters.

Have you seen the outcome you were hoping for?

Insofar as is possible in the current financial situation of market turbulence.

What could they have done better?

I can’t think of anything.

Review from verified client

April, 2019

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

I sold a property and had a large amount of cash to invest. However I am a US Citizen so had some complications as to where I could place my investments

How has Stephanie Jones helped you?

Stephanie assisted by providing US IRS-registered ISAs and SIPPs so that I could get the necessary US Tax reports to allow me to state that income on my US taxes.

Have you seen the outcome you were hoping for?

The reporting is perfect - the markets have not been as good unfortunately - but this is a long-term investment so that doesn't matter.

What could they have done better?

I appreciate clear written instructions on how to make actual payments - bank details, reference, amount - so I don't have to put it all together myself.

Review from verified client

February, 2019

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

My work pension was not being added to due to my age.

How has Stephanie Jones helped you?

She helped me pick a different pension plan to transfer the money into.

Have you seen the outcome you were hoping for?

Not yet.

What could they have done better?

Everything she did was fine.

Review from verified client

February, 2019

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

My age and thinking about my future.

How has Stephanie Jones helped you?

Firstly, with pension advice. Then forecasting my retirement funds and now my insurance cover.

Have you seen the outcome you were hoping for?

Yes, very clearly and Stephanie has provided me with an outline and goal as to what I need to achieve for a healthy retirement.

What could they have done better?

Nothing.

Review from verified client

February, 2019

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

I wanted consistent advice from the same advisor. Previously I used my bank / building society and had a different advisor every year.

How has Stephanie Jones helped you?

I have been with Stephanie for over 8 years and value the consistency of advice but also she recognises that the advice needs to change as I get older & closer to retirement.

Have you seen the outcome you were hoping for?

So far, yes

What could they have done better?

To be honest, not much could be different. I am fairly hand-off in managing my portfolio and am happy to rely on what Stephanie tells me.

Review from verified client

February, 2019

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

Regular review

How has Stephanie Jones helped you?

Planning analysis

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Proof read correspondence for errors and accuracy before sending

Review from verified client

January, 2019

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

I had a collection of investments and pensions with a number of different providers that needed co-ordination and an overview given retirement was approaching while still having substantial outgoing commitments

How has Stephanie Jones helped you?

We have consolidated the investments and pensions and now have a retirement plan that is reviewed annually to see if it will meet expected commitments

Have you seen the outcome you were hoping for?

As I haven't yet retired (but will do this year), the plan has not been put to the test. But I have confidence that all will be fine.

Review from verified client

January, 2019

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

Wanted to review my current financial position and plan for retirement.

How has Stephanie Jones helped you?

I have a better understanding of my current financial position, Pension and the possible options for retirement.

Have you seen the outcome you were hoping for?

Yes, in terms of having a better understanding of my financial position and what I could expect with future planning.

Review from verified client

January, 2019

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

I was just about to turn 40 and it was about time I sorted out my pension.

How has Stephanie Jones helped you?

She made me sort out my finances and work out what I wanted, then she gave detailed recommendations and explained how they all fitted together. Since then, she has helped me make sensible long-term investments, and given me confidence that when I choose, or am forced to give up work, I won't have to worry - and in the meantime, I only need to spend a few minutes a month gazing at spreadsheets.

Have you seen the outcome you were hoping for?

Yes. Despite the occasional stock market nosedive, my pension and savings have grown steadily over the last 10 years, and I'm confident I am achieving my financial goals.

What could they have done better?

Nothing dramatic. We can do almost everything by email or occasional phone call now, but we started out with quite a lot of bits of paper. Perhaps she could have contacted me five years earlier!

Review from verified client

January, 2019

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

Consolidating pensions and investment advice

How has Stephanie Jones helped you?

Developed and managed plan

Have you seen the outcome you were hoping for?

It’s a long term plan so difficult to say at the moment

Review from verified client

January, 2019

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

Having children

How has Stephanie Jones helped you?

She organised our pensions, life & CIC for both my husband & me, plus linking it to ISA’s for the children.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

She provided excellent advice

Review from verified client

January, 2019

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

Growing family and a need to plan for the future.

How has Stephanie Jones helped you?

I had not had advice previously and Stephanie was particularly helpful in walking me through the various options I should be considering in my position.

Have you seen the outcome you were hoping for?

Yes, I now have protection in place.

What could they have done better?

NA

Review from verified client

January, 2019

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

The need to regularize and simplify my financial set-up.

How has Stephanie Jones helped you?

By offering practical alternatives, rationalising previous arrangements.

Have you seen the outcome you were hoping for?

So far the arrangements seem satisfactory.

What could they have done better?

I have been happy with Stephanie's suggestions, advice and professional approach.

Review from verified client

January, 2019

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

Advice on the consolidation of my various pensions

How has Stephanie Jones helped you?

Facilitating the aggregation of the various funds, establishing a SIPP and conducting a full review into the viability of transferring from a final salary scheme.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I had no issues

Review from verified client

December, 2018

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

I had a level of disposable income that exceeded my immediate requirements and I was looking for investment advice.

How has Stephanie Jones helped you?

Stephanie challenged my thinking on the best way to manage my investments, and, since then, has continued to provide thoughtful and valuable advice.

Have you seen the outcome you were hoping for?

Yes. Stephanie is also very adaptable in accommodating changing situations and circumstances.

What could they have done better?

I don't have any suggestions for improvements. I have always been very happy with the support provided.

Review from verified client

March, 2018

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

Pensions and Investments is a mind-field and although I have knowledge of this area, it is important to seek advice from a professional who keeps abreast of the market and latest updates and changes which occur to keep you on the correct path for you and your families future.

How has Stephanie Jones helped you?

A full evaluation of my current circumstances was taken into account, including a review of my estate income and out goings to practically take a full view of what my circumstances could look like in future and what my aspirations would be to support my wife and family at retirement and after my death.

Have you seen the outcome you were hoping for?

Yes I have in the last 5 years or more my investments have been doing very well. To be honest because of the full attention to detail and management of the investments, the correct judgments have been made and the long-term growth expectations are being met.

What could they have done better?

My advisor has been keen to stay in touch frequently to ensure market changes are reviewed with myself and my circumstances are aligned to our recent conversations. To be honest I don't feel there is anything I can add which provides constructive feedback to enhance the service I receive as it is second to none.

Review from verified client

October, 2017

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

To transfer my DB pensions into a SIPP.

How has Stephanie Jones helped you?

Worked through the pro's & Con's, then actioned the transfers.

Have you seen the outcome you were hoping for?

yes.

First impression from a user who is not yet a client

May, 2017

Please provide a brief comment about your experience with Stephanie

Professional, timely, informative, provides technical and practical advice, highly recommended.

First impression from a user who is not yet a client

February, 2017

Please provide a brief comment about your experience with Stephanie

Very friendly and informative!!!

Review from verified client

December, 2016

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

I was looking for assistance in investing money as a trustee and subsequently my mother in law, having sold her own home has also sought Stephanies advice to enable her to take the gains as income to pay the rent for her supported living.

How has Stephanie Jones helped you?

The research of available options for investment companies and products which was brought down to a handful of suitable options for consideration was absolutely invaluable and in talking through them all it helped us to come to a clear conclusion about which we felt the most comfortable with.

Have you seen the outcome you were hoping for?

Yes, we have used Stephanie for some years now and have seen some very good results with the investments we have made considering they are, by our choice, on the conservative side to minimise risk. The benefits of seeking her advice has far outweighed any charges.

Review from verified client

September, 2016

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

Age and starting to think about future retirement.

How has Stephanie Jones helped you?

Providing advice on best options for investment in my current pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

March, 2016

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

Originally, retirement planning. This expanded for a variety of reasons, and Stephanie has become a trusted advisor for a variety of our requirements as they emerge.

How has Stephanie Jones helped you?

She worked with me to gather critical information about my current situation, then profiled it and provided helpful analysis about the current retirement trajectory versus goals. She presented a range of options, advising against risks (esp. given my complex tax situation) and then put together a profile based on my preferences but also, helpfully, her point of view given my situation. This resulted in merging multiple pensions, investing in specific solutions against a risk profile I set and control.

Have you seen the outcome you were hoping for?

The market is down but the funds are generally performing very well. In all of the other choices we have made with Stephanie's help, we are well covered and have improved our position.

What could they have done better?

In addition to being well studied, knowledgeable about Budget implications and what they mean for me and helpful in balancing the data and analysis with her own guidance and point of view, Stephanie is also perseverant, chasing me for information, supporting documentation and ensuring I follow through with my objectives. This is very helpful. I can think of nothing more right now I could want.

Review from verified client

March, 2016

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

I was unhappy with the services provided by my previous IFA so I did some research & found Stephanie Jones. I have since referred 3 of my colleagues.

How has Stephanie Jones helped you?

Stephanie clearly explained the products / options available to me & the features & benefits of each.

Have you seen the outcome you were hoping for?

Yes. A very low maintenance approach to my finances so I can concentrate on my company.

What could they have done better?

Nothing I can think of!

Review from verified client

March, 2016

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

Having been in employed with numerous employers I was keen to find out whether it would be best to keep what I have or reinvest them in 1 or more pension funds in order to get the best return.

How has Stephanie Jones helped you?

Stephanie first of all made sure I understand the necessary details about pensions and what I should the key things I should be looking for in my pension fund. After discussing the options Stephanie took the information away and put together a clear and concise recommendation for me and made the process very easy and straight forward.

Have you seen the outcome you were hoping for?

Stephanie's advice was great and I am really glad that I had a thorough discussion with her. I am happy with the performance of my investments and we have utilised my allowances and tax efficient vehicles’ wisely.

Review from verified client

March, 2016

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

Potential reduction in income after moving to part-time work and eventual retirement.

How has Stephanie Jones helped you?

Planning sensible investment of resources and release thereof over years ahead.

Have you seen the outcome you were hoping for?

Too early to say but no reason why regular review should not keep plans on track.

What could they have done better?

Nothing to add so far

Review from verified client

February, 2016

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

the arrival of my first child, the best way to manage my short/medium/long term finances. Best life, pension and investments advice.

How has Stephanie Jones helped you?

Stephanie built the strategy from the ground up. presented the range of options in a simple and effective way. showed me the pros and cons of a well researched set of options. It was something I could not have done on my own. helped me every step of the way with my decision making. Assisted with my Trust arrangements. Stephanie's approach gave me the confidence to press ahead. Gave me confidence in her motivations and reasons for presenting the options.

Have you seen the outcome you were hoping for?

Yes. I have a financial plan that works for now and in the future. I have confidence in my financial plans. I am safe in the knowledge that Stephanie reviews and advises regularly to maximise the best return on my financial assets.

What could they have done better?

Right now, Stephanie has delivered everything I need of her. The pragmatic and proactive advice is the most effective benefit I need from a Financial Advisor to help me with my decision making.

Review from verified client

February, 2016

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

On going relationship.

How has Stephanie Jones helped you?

sorted out a muddle of pensions that mu wife and I had, accurately assessed risks and our attitude to them a clear process of meetings that led to the conclusion.

Have you seen the outcome you were hoping for?

yes all very simple and we know where we are financially and have plans and goals for the future.

Review from verified client

February, 2016

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

Building an investment portfolio in the UK and understanding about retirements savings until the UK regime.

How has Stephanie Jones helped you?

Stephanie has helped me identify US approve products in the UK.

Have you seen the outcome you were hoping for?

We are still putting the investments into place.

Review from verified client

February, 2016

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

The need for a general financial 'health check' and a desire to economise on insurance costs where possible.

How has Stephanie Jones helped you?

Stephanie has a general understanding of my financial position and has helped by offering cost-effective solutions to matters including health insurance, re-mortgaging and pension.

Have you seen the outcome you were hoping for?

In general my arrangements are better organized and in better shape following Stephanie's advice.

Review from verified client

February, 2016

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

I have been a client of Stephanie for several years now. Originally I was after mortgage advice but have also had Pension advice more recently.

How has Stephanie Jones helped you?

Stephanie offers a fantastic level of expertise. She is really proactive and helpful, offering advice as an on going service.

Have you seen the outcome you were hoping for?

I am happy with the performance of my investments and I am confident we have utilised my allowances and tax efficient vehicles effectively.

Review from verified client

February, 2016

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

Age related and need for retirement planning advice.

How has Stephanie Jones helped you?

Clear understanding of options given allowing me to consider risk and reward in management of my finances.

Have you seen the outcome you were hoping for?

Early days yet to measure performance of the investment advice - I only became a client a few months back.

What could they have done better?

At this stage no suggestions

Review from verified client

February, 2016

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

Managing personal investments, pension planning and better utilizing company funds.

How has Stephanie Jones helped you?

Stephanie helped with finding the best suited funds for my risk appetite for long term pension planning and medium term ISAs. A lot more funds become suddenly more accessible with her knowledge & access to the market. For e.g. I specifically wanted to invest in property & gold funds and didn't know where to start. Stephanie also introduced me to the concept of life insurance and income protection, paid by the limited company and not as an individual.

Have you seen the outcome you were hoping for?

Stephanie does not hesitate to give you facts and her recommendations on investment ideas, even if it doesn't agree with what you have in mind. For e.g. she convinced me to not invest in the buy-to-let property market given the current volatility in the market with reduced tax relief and increased stamp duty. She does the due diligence and provides you with research material. I certainly feel my investment is in good hands. While I have initiated the process with her and waiting to get through the paperwork, it will be interesting to see how these investments perform over the years.

Review from verified client

February, 2016