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
