John's reviews

Reviewed for

Pensions ( 53 )

Retirement income (annuities, drawdown) ( 37 )

Investments and Savings ( 35 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 7 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 33 )

Financial Mentoring ( 8 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 5 )

£100k - £200k ( 5 )

Up to £50k ( 6 )

£50k - 100k ( 4 )

Review

by a verified client in West Yorkshire

3 days ago

Overall

Advice

Service

Value

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

John took over from my original adviser

How has John Wyllie helped you?

Advice

Have you seen the outcome you were hoping for?

Yes good returns

What could they have done better?

Nothing

Review

by a verified client in West Yorkshire

5 days ago

Overall

Advice

Service

Value

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

Dissatisfaction with previous advisers.

How has John Wyllie helped you?

John has taken over from our previous adviser in the same firm, and has breathed new life into our understanding of modern financial planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review

by a verified client in North Yorkshire

12 days ago

Overall

Advice

Service

Value

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

I been paying into my pension for years

How has John Wyllie helped you?

John has helped and explained everything I need to know about how my pension is growing and what long term benefits I will hopefully achieve

Have you seen the outcome you were hoping for?

It’s been explained to me,

What could they have done better?

Nothing

Review

by a verified client in West Yorkshire

13 days ago

Overall

Advice

Service

Value

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

Needed help with a complicated financial set of circumstances after a partner passed away.

How has John Wyllie helped you?

Initially listened then presented my financing in a totally different way which helped me understand. Now I get it.

Have you seen the outcome you were hoping for?

The outcome is in its early stages but the plan presented to me is totally what I was needing.

What could they have done better?

Nothing even the coffee is great.

Review

by a verified client in Lancashire

15 days ago

Overall

Advice

Service

Value

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

Just to put my pensions together.

How has John Wyllie helped you?

Improved my return on pension

Have you seen the outcome you were hoping for?

Yes