Wayne Griffiths

One Financial Solutions

Wayne's reviews

Reviewed for

Insurance and Protection ( 37 )

Mortgages ( 74 )

Pensions ( 99 )

Equity Release ( 10 )

Retirement income (annuities, drawdown) ( 33 )

Auto Enrolment ( 7 )

Investments and Savings ( 54 )

Pension Transfers - Non Specialist ( 22 )

Inheritance Planning ( 6 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 17 )

Financial Planning ( 21 )

Financial Mentoring ( 4 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 16 )

£200k - £500k ( 16 )

£100k - £200k ( 19 )

Up to £50k ( 26 )

£50k - 100k ( 11 )

Review

by a verified client in Surrey

7 months ago

Overall

Advice

Service

Value

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

Needed a new advisor

How has Wayne Griffiths helped you?

Looked at investment and changed funds to suit needs

Have you seen the outcome you were hoping for?

Yes so far

What could they have done better?

Nothing I can think of

Wayne:

Thanks James really appreciate the review

Review

by a verified client in Surrey

7 months ago

Overall

Advice

Service

Value

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

Needing an advisor who would make a personal visit on at least an annual basis to review our savings provision

How has Wayne Griffiths helped you?

Has reviewed our situation as above

Have you seen the outcome you were hoping for?

So far, yes

What could they have done better?

No further comments

Wayne:

Thank you for the review, best wishes Wayne

Review

by a verified client in Surrey

7 months ago

Overall

Advice

Service

Value

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

Previous adviser retrired

How has Wayne Griffiths helped you?

Managing ISA investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

More frequent contact

Wayne:

Thanks Michael for the feedback

Review

by a verified client in Surrey

7 months ago

Overall

Advice

Service

Value

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

Pensions

How has Wayne Griffiths helped you?

All our pensions are now in 1 place and earning us more money

Have you seen the outcome you were hoping for?

Yes

Wayne:

Thanks Katie

Review

by a verified client in Surrey

7 months ago

Overall

Value

Service

Advice

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

Needed more in depth advice

How has Wayne Griffiths helped you?

Provided a clear plan for improving my pension planning and recommend a pension that will be better than my prior arrangements.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing come to mind.

Wayne:

Thanks Russell