Reviewed for

Insurance and Protection ( 40 )

Mortgages ( 7 )

Pensions ( 120 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 71 )

Auto Enrolment ( 1 )

Investments and Savings ( 121 )

Pension Transfers - Non Specialist ( 34 )

Inheritance Planning ( 49 )

Long Term Care ( 14 )

Pension Transfers - Specialist ( 22 )

Financial Planning ( 102 )

Financial Mentoring ( 24 )

Financial Coaching ( 14 )

Reviewers' assets

£500k+ ( 33 )

£200k - £500k ( 27 )

£100k - £200k ( 10 )

( 2 )

Up to £50k ( 6 )

£50k - 100k ( 6 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Essex

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

Retirement for both my husband and I and the need for advice on the way forward with pensions and savings long term

How has Jonathan Attenborough helped you?

4 years

Have you seen the outcome you were hoping for?

yes. We were never sure whether to invest and then no clue as to how to go about it. We were recommended to seek advice from Waymark and have been very pleaesd with the outcome

What could they have done better?

Really can;t think of anything

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Surrey

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

Financial investment for my future

How has Jonathan Attenborough helped you?

Jonathan has been a reliable and professional guide into my retirement. Advising me how to protect and futureproof my finances.

Have you seen the outcome you were hoping for?

Absolutely. I am very happy.

What could they have done better?

Not to my knowledge.

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Kent

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

How has Jonathan Attenborough helped you since your last review?

With advice on my Investments and how best to manage them and always being there with advice if I was to need it

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in London

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

To plan for my retirement.

How has Jonathan Attenborough helped you?

Jonathan has helped with a great deal of my future retirement planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Surrey

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

I had multiple small pots of unmanaged and un-monitored money gathered over many years, which needed consolidating into a single easy access, easy visible pot. Keeping on top of monitoring them from one place was important to ensure I know my net worth so I have enough for retirement. Jonathan and team helped massively in both consolidating into one pot (where possible), making it visible, trackable and transparent. Periodic reviews also helps to ensure I'm on track and financially set up for later years. Also the occasional Tax advice has pointed me in the right direction to understand some of the complexities.

How has Jonathan Attenborough helped you?

Jonathan and team have helped on all of the above - also providing advice and pointers to other areas such as Tax, Wills, LPA's etc.

Have you seen the outcome you were hoping for?

Yes - transparent view of funds, their performance and with the help of the team, future predictions and planning scenarios

What could they have done better?

There is little more I would expect

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Cheshire

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

Knowing how to effectively and safely invest our money and to set some long term goals to ensuring we can retire early.

How has Jonathan Attenborough helped you?

Understanding our goals and how we may reach them. He has carefully considered our life plans as well as current set up in terms of wealth and pensions and how best to adapt/ modify these to our goals.

Have you seen the outcome you were hoping for?

Absolutely, although we are only new to Waymark we have noticed some growth in our investments. We’ve also taken some fantastic advice on insurance so we are appropriately covered for any situation.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

I have been a client of Waymark for many years. Jonathan has been part of the team that has advised me during this time and took responsibility for looking after me 2 years ago.

How has Jonathan Attenborough helped you?

Jonathan is meticulous in understanding my circumstances and financial situation before advising on a path forward. We meet in person every year for an update and further planning which I find very beneficial. Jonathan always comes well prepared for this meeting.

Have you seen the outcome you were hoping for?

Yes, my finances have improved and I am happy and contented under his guidance

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

I have been a long time customer of Jonathan’s company, who initial main purpose was to set up my private pension.

How has Jonathan Attenborough helped you?

For over five years

Have you seen the outcome you were hoping for?

Things are progressing well.

What could they have done better?

With the financial turmoil over recent years: No.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

Support with securing my family's financial future as we started a family.

How has Jonathan Attenborough helped you?

Jonathan has helped simplify the complex, helped me understand where to invest and how to save for a comfortable future. Jonathan has always operated with the utmost intedrity and is sincere in support to help guide a bespoke financial plan.

Have you seen the outcome you were hoping for?

Absolutely. It has greatly halped my family feel far more comfortable and positive concerning our financial arrangements.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Surrey

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

How has Jonathan Attenborough helped you since your last review?

Advising on most financially efficient way to withdraw money from investments to help daughter.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hampshire

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

I began to establish my career and began to earn some money and was keen to get some retirement financial planning in place while in the fortunate position to be able to do it.

How has Jonathan Attenborough helped you?

Jonathan has continued the good work of Waymark which in its current form I have had a relationship with for many years. Jonathan has been very keen to involve my wife in the family's financial planning which is something greatly appreciated as I know that she would receive great support from him and the team.

Have you seen the outcome you were hoping for?

On track

What could they have done better?

Nothing immediately comes to mind

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Surrey

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

I needed professional help with complicated situations.

How has Jonathan Attenborough helped you?

He has continued the good work of his predecessors

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Middlesex

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

I have been a client of Waymark since 2008

How has Jonathan Attenborough helped you?

Financial planning in attaining long term security

Have you seen the outcome you were hoping for?

Work in progress, we're on track

What could they have done better?

N/A

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

I was beginning to consider my retirement plan in more depth and all the options available to me but I found the pension industry rules to be quite confusing and complicated.

How has Jonathan Attenborough helped you?

Jonathan has been extremely patient and thorough with my situation, which turned out to be very much more complicated than it first appeared. In summary Jonathan has supported me in tidying up a lot of loose ends with my pension, providing me with a greater understanding of many of the regulations governing my scheme and setting me on a course where I can now expect to see improved growth performance and feel more comfortable that I’m making sound decisions.

Have you seen the outcome you were hoping for?

So far, so good

What could they have done better?

Nothing of significance immediately springs to mind.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in London

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

I looked to Jonathan as a Financial Advisor as I wanted to start planning for my future as I was planning my wedding.

How has Jonathan Attenborough helped you?

Jonathan helped me with future proofing my financial plans in particular my pensions in order to hit my target retirement date.

Have you seen the outcome you were hoping for?

Yes we have consolidated my pensions and investments.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Financial planning for both pension and non-pension based investments.

How has Jonathan Attenborough helped you?

Jonathan is in regular contact with regards to investment returns I am getting, and monitors the fund managers processes as well. We have a one on one meeting once a year to discuss returns, and any changes needed. In addition Jonathan and his team arrange a fund manager presentation annually, where it is possible to ask questions directly to them.

Have you seen the outcome you were hoping for?

Yes. I have been a client for many years and am very happy with both the returns, and the financial planning advice.

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Service

Advice

Value

Based in Hampshire

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

I have been with the company for many years

How has Jonathan Attenborough helped you?

Continue our investments and planning for the future

Have you seen the outcome you were hoping for?

yes

What could they have done better?

very little

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

We have been long standing clients of Waymark and have been very pleased with the advice we have received.

How has Jonathan Attenborough helped you?

Jonathan has been very approachable and patient in discussing our financial affairs.

Have you seen the outcome you were hoping for?

We continue to be satisfied with the advice we receive from Jonathan and Waymark.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

I had reached a certain age and saw the need for advice on pensions and financial planning.

How has Jonathan Attenborough helped you?

Greatly. Jonathan (and previously Mark W) talked us through our journey to retirement and beyond. They have provided advice and guidance on the many possible directions to follow.

Have you seen the outcome you were hoping for?

Yes, we now have clarity.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

To ensure my partners and mines future financial well being and protection of our financial resources.

How has Jonathan Attenborough helped you?

By being very proficient and knowledgeable of financial and retirement attitude and showing a great degree of long term planning.

Have you seen the outcome you were hoping for?

Yes . Cannot criticise or question the advice we have been given throughout our meetings and conversations

What could they have done better?

Cannot think of any other points they have missed or advice they have not covered .

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

How has Jonathan Attenborough helped you since your last review?

Jonathan continues to advise us on pensions and financial planning

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

A small inheritance from a few years ago needed to be invested.

How has Jonathan Attenborough helped you?

There were quite a few things we were not sure about so Jonathan explained a lot to us giving us a clearer picture of our options in the future.

Have you seen the outcome you were hoping for?

It's early days yet but we've been pointed in the right direction.

What could they have done better?

N\A

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

Security, experience and long term relationship

How has Jonathan Attenborough helped you?

by securing best value for the existing pension pot, managing liquidity and providing good value for money

Have you seen the outcome you were hoping for?

Yes, definitely

What could they have done better?

nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

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

I didn't have any long-term financial plans in place, like pensions, ISAs, or savings. I realised the importance of getting my financial future in order. A friend recommended Jonathan to me, assuring me that he could provide peace of mind and assist in crafting a solid financial plan for my future.

How has Jonathan Attenborough helped you?

I want to express my gratitude for the invaluable guidance and support that Jonathan has provided me in ensuring my future financial security. He expertly navigated me through the entire process, assisting me in making informed decisions regarding investment strategies and enlightening me on the intricacies of financial planning. His unwavering commitment to my financial well-being has been instrumental in equipping me with a robust financial blueprint. Thanks to Jonathan, I now have the utmost confidence that my finances are in capable hands, and I'm well on my way to securing a stable financial future.

Have you seen the outcome you were hoping for?

When I initially began working with Jonathan, I lacked a concrete vision of my financial planning journey. My primary goal was to attain a sense of financial security and peace of mind, with the assurance of receiving the necessary support and guidance to steer me in the right direction. To my pleasant surprise, Jonathan exceeded my expectations. I now possess a significantly enhanced financial acumen and a well-defined comprehension of the steps required to safeguard my financial future.

What could they have done better?

Nothing. Everything was great from the initial meetings through to getting the plan up and running.

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Durham

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

How has Jonathan Attenborough helped you since your last review?

Jonathan remains key in the long term financial security of our family. Our annual reviews low us to reflect on the previous 12 months and provide additional reassurances in terms of the plans in place and any adjustments. Focus recently has been on existing employment pensions and this only helps to provide greater confidence in the long term.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

It was time to refresh and refocus our financial planning. Jonathan comes highly recommended and that is a totally justified. As a family we could not be more pleased with the level of knowledge, support and guidance the whole team at Waymark, led by Jonathan has provided us. We can sleep well at night, confident that Jonathan and the Waymark team have us covered and will do their upmost to ensure the best financial plan is in place to meet our evolving needs.

How has Jonathan Attenborough helped you?

In many areas, but pension planning has been highly in focus of late. Outstanding support to this end.

Have you seen the outcome you were hoping for?

Absolutely, and better than one could have hoped for.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

About time to have a serious look at where we are

How has Jonathan Attenborough helped you?

Massively

Have you seen the outcome you were hoping for?

Most definitely

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Jonathan

Very careful and smart advisor

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Feedback from another family member

How has Jonathan Attenborough helped you?

Looked at options to manage our finances

Have you seen the outcome you were hoping for?

Yes with good advice

What could they have done better?

N/A currently

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Leicestershire

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

I had just lost my job and was setting up my own business and wanted to ensure I planned for the future appropriately.

How has Jonathan Attenborough helped you?

His IFA expertise and knowledge of products and markets has guided to the appropriate solutions.

Have you seen the outcome you were hoping for?

Yes and we're still on the journey!

What could they have done better?

Created a vaccination and stopped the COVID years!!!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

I was looking for help and advice to consolidate my financial affairs

How has Jonathan Attenborough helped you?

Jonathan was very patient and thorough listening to what I needed and what my expectations were. He then used all the information I gave him to build his advice and recommendations to suit my requirements.

Have you seen the outcome you were hoping for?

Yes completely

What could they have done better?

Passed the responsibility of managing my finances to Johnathon sooner

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

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

Highly recommended by a close friend and I have not been disappointed.

How has Jonathan Attenborough helped you?

Great advice whilst maintaining a professional caring manner.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

I already had an adviser but wanted to change to one that was fully independent. It was a moment when I was due to inherit a significant sum and also in the midst of various property transactions, so wanted to ensure that I had sound advice.

How has Jonathan Attenborough helped you?

Jonathan has helped identify an investment manager that offers funds which align with my ESG priorities.

Have you seen the outcome you were hoping for?

Yes, I am now investing in funds that I am comfortable with from the point of view of their risk profile and ESG characteristics.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Financial services and security

How has Jonathan Attenborough helped you?

He has always been there for advice and guidance

Have you seen the outcome you were hoping for?

Yes, although the markets are very volatile at this moment in time.

What could they have done better?

I don’t have any complaints

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

To manage my pensions.

How has Jonathan Attenborough helped you?

Jonathan has put in place a plan to ensure my retirement plans are achievable. We have an annual meeting to make sure I am still on track, and he is always available if I need advise in between. He monitors my pensions performance and will recommend changes if needed.

Have you seen the outcome you were hoping for?

Yes it looks like it is in a good position .

What could they have done better?

Nothing I can think off, they are proactive and responsive.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in London

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

I wanted to increase the returns on my savings and begin investing for long term

How has Jonathan Attenborough helped you?

Jonathan has helped me by answering all my questions around different investment options and taking lots of time to explain these to me. He has set me up with a great plan and I feel very supported working with Jonathan.

Have you seen the outcome you were hoping for?

I have started to see the benefits of the plans in place.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Middlesex

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

Multiple pensions in different places.

How has Jonathan Attenborough helped you?

Jonathan has helped me consolidate my pensions and also helped me to look at different options for releasing my pension. He has also helped me to plan for the future and how much I will need when I do eventually retire.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

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

Recommend by father-in-law

How has Jonathan Attenborough helped you?

Walked us through our financial questions

Have you seen the outcome you were hoping for?

Seeing growth in my pension

What could they have done better?

Nothing, they are very good.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I was looking to seek advice of how to best manage my finances. I didn’t really understand investments but felt the time had to come to plan for the future as well as introducing structure to the way I used my money day-day.

How has Jonathan Attenborough helped you?

Jonathan has a fantastic ability of helping make the complex understandable. He took time to build a picture of where we were today and what was important to us. Through his easy to understand concept of Larder/Fridge/Freezer (day-day expenses/special events, holidays, cars etc/Long term) we created a plan that really suits us - a combination of cash, investments and pension. From the outset and through regular meetings Jonathan has used easy to understand language combined along with a fantastic graphical model to ensure that we understand where we are and give confidence that our plan continues to provide the outcomes we set. He has always been available when we have had concerns or when circumstance have changed, in short he has filled us with confidence that our finances are in good shape.

Have you seen the outcome you were hoping for?

Definitely;, our main driver was to feel confident that we have a balanced approach to how we use our money both now and in our retirement years. The excellent advice Jonathan has provided has helped us create a good and robust financial plan that allows us to enjoy today without worrying about the future.

What could they have done better?

Honestly I’d say no. We have been delighted with how Jonathan and the wider Waymark team work. They are extremely professional while remaining very open and friendly. They have helped us understand our finances to a level we didn’t feel we had before and continue to give us confidence that we are in good hands!

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

About to retire

How has Jonathan Attenborough helped you?

He has always given us his expert advice on a variety of financial issues. His answers to our questions have always been both clear and comprehensive.

Have you seen the outcome you were hoping for?

Yes, We have followed his advice and have seen the results we hoped for.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Approaching retirement it was vital to get informed advice about planning for the future.

How has Jonathan Attenborough helped you?

From the beginning I was given appropriate advice and Jonathan is always available to answer any questions.

Have you seen the outcome you were hoping for?

I am of the opinion that this is for the long term so at the moment the outcomes have been favourable.

What could they have done better?

Nothing

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

We were approaching a time of changes in circumstances- becoming empty-nesters and retirement on the horizon and we needed to get our affaires in order.

How has Jonathan Attenborough helped you?

Jonathan listened to us and asked many pertinent questions, really making us think about our priorities and the life we wish to lead. His calm and caring manner helped us face some realities and helped us get to a place where we have order and direction of travel.

Have you seen the outcome you were hoping for?

Yes. We are fully informed of all options at all times and now have clarity and a strategy.

What could they have done better?

Nothing comes to mind.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed to get Pension advice as had a number of pensions from various employment

How has Jonathan Attenborough helped you?

Very careful planning and guided us in the right direction

Have you seen the outcome you were hoping for?

Certainly have , our pension fund is performing well

What could they have done better?

Not really as all has been advised well

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Essex

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

I retired in 2001 and attended a financial seminar. I felt I needed someone who could help me manage my small portfolio. Advice was initially given by Mark Wilson and latterly this has been with Jonathan Attenborough.

How has Jonathan Attenborough helped you?

He has held an annual meeting with my wife and me. This has either been face to face or on line. Jonathan is very thorough in explaining the various schemes that have been set up for us following these meetings. He also checks on how the various schemes are performing.

Have you seen the outcome you were hoping for?

Yes, the performance is in line with our hopes.

What could they have done better?

Not a lot in the current climate.

Review from verified client

October, 2023

Overall

Value

Service

Advice

Based in London

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

Tax advice and pensions

How has Jonathan Attenborough helped you?

Jonathan has been helpful, attentive and informed and keeps in regular contact.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I am concerned

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Gwynedd

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

To get the best advise I could for financial provision once retired and to look after investments and personal pension to ensure a financially secure future.

How has Jonathan Attenborough helped you?

Jonathan has been excellent at both giving sound advice to my wife and myself over the years and in communicating to us the often complex and jargon-laden ins and outs of the financial world. He is able to demonstrate trends and investment growth through the use of high-tech graphs and software packages in a very understandable way, and that for me is invaluable in itself.

Have you seen the outcome you were hoping for?

Yes. Although the financial markets over the last few years have been volatile, the advice we have followed from Jonathan and his colleagues has been sound and seen us through these tricky times so far. Projections into the future look robust too.

What could they have done better?

This is a difficult question to answer, in that from the point of view of my wife and myself we can't really see what they could've done better. I'm sure there are things that Jonathan and colleagues can see that could've been better - especially with the benefit of hindsight! There always are. But we are happy that the decisions taken over the last 20 years have been the right ones for us and our risk profile and that they have delivered growth over time.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I started out with Waymark after my husband died. I needed advice on managing savings and investments.

How has Jonathan Attenborough helped you?

Jonathan and his team helped me to plan for retirement with a personal pension. Regular financial reviews help me to see where I can make savings and where the money goes. They have also advised on updating my will and setting up an LPA

Have you seen the outcome you were hoping for?

Yes, Jonathan has carried on the wonderful work of his much missed colleague Mark. I am reassured that he and his team have my best interests at heart.

What could they have done better?

Can’t think of anything now.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

Recommended via a colleague

How has Jonathan Attenborough helped you?

Exceptional guidance and very reliable

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Kent

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

A need to assume responsibility for family finances

How has Jonathan Attenborough helped you?

Clarifying and rationalising existing investments. Providing guidance on inheritance planning

Have you seen the outcome you were hoping for?

very happy with outcome, Jonathan is very patient with my lack of knowledge!

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Kent

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

I was encouraged to start investing and paying into a pension when I got my first job after graduating.

How has Jonathan Attenborough helped you?

Jonathan has made me feel a lot more secure and confident in my financial planning and standing. I understand what we're doing and why, and I believe he had advised me with my goals in mind.

Have you seen the outcome you were hoping for?

In the sense that my investments are growing and I am planning for my future, yes.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Kent

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

Many years ago colleagues introduced me to his firm as I had no financial adviser

How has Jonathan Attenborough helped you?

Jonathan and his firm have brought discipline, stability and strategic planning to my previously chaotic arrangements

Have you seen the outcome you were hoping for?

Completely

What could they have done better?

Nothing at all

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Essex

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

To plan for the future and for my retirement so to ensure that I was financially secure for different eventualities.

How has Jonathan Attenborough helped you?

Jonathan has been a great help in my early years of retirement with detailed planning charts and spreadsheets and excellent advice to ensure my retirement needs are met.

Have you seen the outcome you were hoping for?

I have been a client of Waymark for over 30 years where together we have planned for my retirement and various other financial schemes along the way all of which have had the outcomes and benefits I was hoping for.

What could they have done better?

In all honesty,nothing.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Essex

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

We are approaching retirment age, and wanted to be able to maximise our pension.

How has Jonathan Attenborough helped you?

Directing us where to invest, and to manage our portfolio to be tax efficient.

Have you seen the outcome you were hoping for?

To an extent. The markets have been depressed, but our investments have held up well.

What could they have done better?

Nothing as far as I know.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Essex

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

We have been clients for this firm for any years and felt we needed help with our finances

How has Jonathan Attenborough helped you?

Giving us very good advice and improving our investments.

Have you seen the outcome you were hoping for?

Yes we have regular meetings to update us.N/A

What could they have done better?

N/A

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Pensions planning

How has Jonathan Attenborough helped you?

He has provided us with a very thorough plan to get us comfortably into retirement.

Have you seen the outcome you were hoping for?

Yes, in the main, although the financial markets have been tricky over the last few years.

What could they have done better?

Not sure really

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

My wife and I have worked with Jonathan for a number of years but we initially looked for an advisor before we got married, bought a new house, and started a family.

How has Jonathan Attenborough helped you?

As our lives have changed and evolved, Jonathan's advice has helped us to plan for a number of big life events. From savings and investments, through to insurance and protection, he's helped us to make some very sensible choices - and we both feel much more comfortable about our financial position as a result.

Have you seen the outcome you were hoping for?

We definitely feel well covered and securely positioned for whatever the future brings - with the long term comfort that Jonathan knows us as a family and advises us accordingly as things change.

What could they have done better?

Always professional, and a pleasure to deal with.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in London

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

The death of my husband and a company pension became available. I needed advice about what actions to take.

How has Jonathan Attenborough helped you?

He has helped me focus in dealing with matters that needed to be dealt with more urgently, e.g. my state pension.

Have you seen the outcome you were hoping for?

Yes, I know how much pension I will be receiving.

What could they have done better?

Nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Ross-shire

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

As our careers and financial needs developed we decided to seek advice regarding setting up our savings, pensions and protections in a way that we feel would set us up responsibly for the future.

How has Jonathan Attenborough helped you?

Jonathan helped us set our finances in a way that gives us confidence that we are protected and making the right decisions for our future. He provides regular advice regarding our situation and any change in circumstances and is always available should we have questions relating to any of our finances

Have you seen the outcome you were hoping for?

Our finances now feel like they are under control and well placed to take us through our later careers with the degree of protection and risk that we are very comfortable with

What could they have done better?

We have been very happy with all our interactions with Jonathan and the wider team

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

All round great, reliable advice

How has Jonathan Attenborough helped you?

Definitely

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Kent

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

In my late 30s I needed pension and investment advice. I’ve sought, and had advice from Waymark ever since. I’m now 60

How has Jonathan Attenborough helped you?

His advice, and management of investments, effectively enabled me to retire at 50. And he continues to advise on future financial management of my retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I’ve never had reason to believe they could

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in London

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

I wanted to look to plan to the future.

How has Jonathan Attenborough helped you?

Jonathan has helped provide investment solutions, advice on pensions, financial planning for me and family, and is helping trying to determine when i may be able to retire or take on a new career. He has helped with cleaning up iSAs, pensions and investment of new capital.

Have you seen the outcome you were hoping for?

My portfolio continues to grow and i feel confident about the future, and due to the planning, comfortable that i will be sufficiently well financed if i were to lose my job.

What could they have done better?

NA

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Had just retired and needed advice in a continually changing environment

How has Jonathan Attenborough helped you?

Yes in all aspects.

Have you seen the outcome you were hoping for?

To a large extent

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Surrey

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

To find someone with the expertise to ensure I have a comfortable future.

How has Jonathan Attenborough helped you?

With clarity of explanation of potential outcomes for different scenarios.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Surrey

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

How has Jonathan Attenborough helped you since your last review?

Communication is excellent reassuring us in this period of financial uncertainty due to world events

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in London

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

A divorce settlement

How has Jonathan Attenborough helped you?

He has held my hand through a long and overwhelming process with care, conscientiousness and professionalism

Have you seen the outcome you were hoping for?

Notwithstanding current markets, yes.

What could they have done better?

Nothing I can think of.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

I have been advised by Mark Wilson, founder of Waymark, for over 20+ years and Jonathan has now replaced Mark as my financial advisor. He has taken on the role with professionalism by continuing the high level of service provided by Mark.

How has Jonathan Attenborough helped you?

Jonathan has helped with Pension planning and given relevant Finacial planning advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Jonathan works to a very high standard and ensures the advice is tailored to my requirements.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in London

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

pension advice

How has Jonathan Attenborough helped you?

pension and financial planning

Have you seen the outcome you were hoping for?

yes

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Surrey

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

My wife and I have been with Waymark for many, many years initially as we were setting out on our financial journey to now where we are discussing retirement - at all stages Jonathan and previously Mark and the broader team have been excellent

How has Jonathan Attenborough helped you?

Jonathan is able to simply articulate complexity and reassure and guide when it comes to big decisions on our finances - most recently we have had discussions about financing a second property and also about him taking on supporting our eldest son who is a couple of years into work and looking for support and guidance

Have you seen the outcome you were hoping for?

Jonathan and the team make the effort to know us personally and understand our position as it evolves - this means we are always very comfortable with the advice given and knowledge he imparts

What could they have done better?

I have nothing to coach Jonathan on

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

retirement pension fund

How has Jonathan Attenborough helped you?

very well

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Starting a family and owning a home

How has Jonathan Attenborough helped you?

not sure, 3 years?

Have you seen the outcome you were hoping for?

Your always hoping for more, the stock market had it's post covid dip, but I trust that my investments will recover

What could they have done better?

nothing i can think of

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Financial planning and investment advice.

How has Jonathan Attenborough helped you?

Jonathan provided valuable advice for my short-term and long-term financial goals. He was able to constructively challenge some of my assumptions, which enabled me to make better informed decisions.

Have you seen the outcome you were hoping for?

Yes - I can now plan my retirement in a more tax efficient way.

What could they have done better?

Can't think of anything!

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in London

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

Jonathan's predecessor had been my adviser for 20 years

How has Jonathan Attenborough helped you?

Jonathan has helped on the financial planning side of projecting future cash flows, he has been good at explaining the finer details of pension tax allowances and has shown a good interest and understanding of my and my wife's personal financial situation.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Kent

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

I had sold my house and had money that I needed to invest for my future

How has Jonathan Attenborough helped you?

Jonathan has help over and above what I had expected from a Financial advisor

Have you seen the outcome you were hoping for?

Considering the last few years have been very challenging in many ways including financially, yes I have seen the outcome I would have wished for

What could they have done better?

I do not really believe there is anything I could of done better

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in London

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

I became aware of my lack of knowledge 30 years ago

How has Jonathan Attenborough helped you?

His advice is akin to that of a very knowledgeable friend

Have you seen the outcome you were hoping for?

Yes,

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Surrey

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

A need to improve investment return

How has Jonathan Attenborough helped you?

Waymark and Jonathan have provided comprehensive advice over many years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very little

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Devon

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

My husband recommended them.

How has Jonathan Attenborough helped you?

Good advice

Have you seen the outcome you were hoping for?

I am a new client so can’t really comment as yet.

What could they have done better?

Nothing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I have had a financial advisor for in excess of 25 years. Jonathan has been my adviser in concert with his mentor, now sadly passed away, since he joined Waymark over eight years ago.

How has Jonathan Attenborough helped you?

Initially Jonathan was instrumental in setting up the Voyant analysis for long term financial planning. He is now my primary adviser in all matters.

Have you seen the outcome you were hoping for?

Yes always.

What could they have done better?

No!

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

This was an annual review of my financial planning

How has Jonathan Attenborough helped you?

With the help from Jonathan he has reassured me the level of risk I have for my investments are right for my current situation

Have you seen the outcome you were hoping for?

The current market conditions are difficult to navigate but with Jonathan's knowledge I understand in these times to remain invested

What could they have done better?

N/A

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Kent

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

I have been a client of Waymark Financial for a number of years.

How has Jonathan Attenborough helped you?

To insure that my finances/investments are in good shape and also starting to look at inheritance planning

Have you seen the outcome you were hoping for?

The inheritance planning is ongoing but I am very happy with where I am financially

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

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

Honesty

How has Jonathan Attenborough helped you?

Understood my needs and delivered for me

Have you seen the outcome you were hoping for?

Without doubt

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

I wanted someone to give me impartial advice on savings and investments.

How has Jonathan Attenborough helped you?

Yes he has helped greatly. I’ve been a client for over ten years.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I wanted to feel that my investments are secure

How has Jonathan Attenborough helped you?

I feel confident and safe with my investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Durham

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

Long term financial planning/life insurance and security for our children.

How has Jonathan Attenborough helped you?

Assess our financial situation, setting out clear milestones and plans in terms of cash management and investments.

Have you seen the outcome you were hoping for?

Yes, we are confident in our choices and flexibility to adjust our plans should our circumstances change.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Durham

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

I had found out that my bury your head in the sand technique, regarding financial planning was a disaster and was very fortunate to meet Jonathan and Mark Wilson some years ago and they offered to help. I was initially wary, but I am now glad I made contact with them.

How has Jonathan Attenborough helped you?

Jonathan has been a star, he is very helpful and knowledgeable and has always been available despite some personal tragic events over the last 12 months. He continues to improve my financial situation steadily and never gives false hope.

Have you seen the outcome you were hoping for?

Yes. There are always fluctuations but overall things are moving in the right direction.

What could they have done better?

Moved next door to me.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

After receiving some inheritance, we needed financial help as to what to do with it and plan for our retirement.

How has Jonathan Attenborough helped you?

Jonathan has been very helpful and patient with us at all times, explaining everything as we went along our planing process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

As far as we are concerned we have been very happy with the outcome.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

I'm a long term client

How has Jonathan Attenborough helped you?

Waymark have been a consistent positive influence in the financial planning for myself and my family around aspects of pensions and investments as well as ensuring that we have superior personal insurances in position

Have you seen the outcome you were hoping for?

Yee

What could they have done better?

N/A

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I first realised that I needed an IFA about 40 years ago when I was building up my pension.

How has Jonathan Attenborough helped you?

Jonathan is my third IFA. The first changed profession and the second died and I inherited Jonathan. As far as I'm concerned he's very much the continuation of his predecessor.

Have you seen the outcome you were hoping for?

It's early days but I don't doubt it.

What could they have done better?

Nothing as yet.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

My savings had reached a point whereby they needed management.

How has Jonathan Attenborough helped you?

He has helped with investment planning, insurance protection now I have a young family to consider and long, short and medium term financial planning.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Shropshire

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

I wanted to ensure that my Retirement goals were on track to be met.

How has Jonathan Attenborough helped you?

Jonathan has given me great advice to ensure that my retirement objectives and goals are on track. He has also given me access to great products which are enabling me to reach those goals.

Have you seen the outcome you were hoping for?

Not yet as retirement is a medium term objective, however I am 100% satisfied that my current plans are being managed effectively so that the expected outcome will be achieved.

What could they have done better?

Nothing

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Essex

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

I had my money in a variety of places and wanted to stay on top and get the best returns based on my risk profile

How has Jonathan Attenborough helped you?

Jonathan is an expert in his field and provides strong recommendations

Have you seen the outcome you were hoping for?

It is a long term approach so the gains i have seen so far would hope they continue into the future so this is too early stage

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Essex

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

I needed to organise my finances

How has Jonathan Attenborough helped you?

Definitely

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with service

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Surrey

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

How has Jonathan Attenborough helped you since your last review?

Focus on pension transfer.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

I was recommended by my father-in-law

How has Jonathan Attenborough helped you?

Has given sound advice.

Have you seen the outcome you were hoping for?

Over the years I have seen my portfolio increase, yes.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Surrey

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

My pension is to be provided by a "money purchase scheme", so getting the right financial advice is essential to ensuring it it grows in a secure environment.

How has Jonathan Attenborough helped you?

Jonathan has ensured that my pension money and other investments are managed in an appropriate manner for my risk profile. Regular updates on performance, and an annual review ensure that the investments are still right for my needs.

Have you seen the outcome you were hoping for?

Through careful selection of products and fund manager, Jonathan and the rest of his team have provided me with returns that have consistently beaten my expectations.

What could they have done better?

Nothing.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Jonathan was managing my husband's finances/ pension, so l was happy for Jonathan to manage my pension, too.

How has Jonathan Attenborough helped you?

Jonathan has provided valuable advice on pension planning.

Have you seen the outcome you were hoping for?

So far, it is looking good.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

When my wife and I moved to our new house, we decided to look for a financial adviser to help us with retirement planning and income protection insurance. My accountant recommended Jonathan to us, and we decided to work with him. Jonathan has been very helpful in providing personalized advice and helping us create a plan to achieve our financial goals. We're glad we chose to work with a reliable and knowledgeable financial adviser like Jonathan.

How has Jonathan Attenborough helped you?

Jonathan has been an incredibly helpful and knowledgeable financial adviser for my wife and me. He has provided us with personalized advice on a range of topics, including retirement planning and investment strategy. He has also been very friendly and easy to talk to, which has made the process of working with him a pleasure. Overall, we feel like Jonathan has really helped us to make the most of our money and plan for our financial future in a way that we couldn't have done on our own. We're very grateful to have him as our adviser.

Have you seen the outcome you were hoping for?

Yes, both my wife and I have seen the outcome that we were hoping for since working with Jonathan. He has provided us with excellent advice and guidance on a range of financial matters, and we both feel much more confident and secure about our financial future as a result. We're particularly pleased with the retirement plan that Jonathan has helped us develop, and we feel like we're on track to achieve the financial goals that we have set for ourselves. Overall, we're very happy with the help and advice that Jonathan has provided, and we would highly recommend him to anyone looking for a knowledgeable and experienced financial adviser.

What could they have done better?

In my opinion, Jonathan Attenborough has done an excellent job as my financial adviser and I don't think there is anything that he could have improved on. I have been very happy with the level of service he has provided, and I am extremely satisfied with Jonathan's performance as my financial adviser. Overall, I can't think of any ways in which he could have done better.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

I retired in 2001 and at the same time received an invitation to attend a meeting to hear all about financial planning. I took on board what was said and initiated a meeting to discuss aspects of finance including IHT and stocks and shares.

How has Jonathan Attenborough helped you?

Jonathan joined the company and began to get to know my wife and I and was able to guide us in various aspects of planning for our future.

Have you seen the outcome you were hoping for?

We have seen over the years how the company keeps a close eye on how our portfolio is increasing in value. We have also received advice on IHT over the past 20 years. The back room staff have increased in number and have helped with the completion of forms which I have been asked to do over a n7mber of years.

What could they have done better?

I am more than happy with the service I have received from Waymark from both the directors and the administration staff.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Help with Pension planning.

How has Jonathan Attenborough helped you?

Jonathan has managed my pension and advised me of best way to plan for my retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Very little knowledge of pensions

How has Jonathan Attenborough helped you?

Made our understanding clearer of our finances and future goals.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None, very professional

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Planning for the future

How has Jonathan Attenborough helped you?

Pension planning and investment & savings advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in London

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

Sought financial advice whilst working and continued thru retirement

How has Jonathan Attenborough helped you?

In many ways with retirement planning and investment

Have you seen the outcome you were hoping for?

Yes certainly, though within difficult market conditions as they currently are , however satisfied with the progress .

What could they have done better?

I very much doubt they could have .

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Kent

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

A need to assume responsibility for family finances

How has Jonathan Attenborough helped you?

Clarifying and rationalising existing arrangements

Have you seen the outcome you were hoping for?

very happy with outcome

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Kent

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

Forthcoming retirement.

How has Jonathan Attenborough helped you?

Our arrangements were rationalised and a range of options discussed and implemented.

Have you seen the outcome you were hoping for?

So far so good!

What could they have done better?

We have been pleased with all aspects of advice and administration. The service was a professional and helpful as it could be.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Middlesex

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

I initially looked for a Financial Adviser to assist with investments.

How has Jonathan Attenborough helped you?

Jonathan probably knows more about my insurance policies and investments than I do, and must have a remarkable memory! I feel that I can always depend upon him to give me the right advice needed at the time. It is always good to have a second opinion about one's financial circumstances.

Have you seen the outcome you were hoping for?

Financial planning is, of course, a long term project, and I feel that Jonathan keeps me on track.

What could they have done better?

The simple answer to this question is no. The service that I have received from Jonathan and all the back-room staff is exceptional.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Essex

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

Needed to invest in a personal pension and financial planning and the advice and help I have received over the last 30+ years has always been exemplary and always in my best interests.

How has Jonathan Attenborough helped you?

Jonathan has been an enormous help advising me on the best options for the drawdown of my pension pot and is always available to answer any queries that I may have regarding any aspect of my planning. The handover from Mark to Jonathan has been seamless and the level of professionalism maintained.

Have you seen the outcome you were hoping for?

I most certainly have and I am looking forward to a happy retirement.

What could they have done better?

Nothing, All of the planning that was put in place worked out as anticipated and two good friendships have been formed as well.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Middlesex

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

I was not enrolled within a company scheme in 2008 and Waymark was recommended by a long time family friend. The advise I received was exemplary. I pooled all my various pension investments into one with the assistance of Mark Wilson and have remained a client to date.

How has Jonathan Attenborough helped you?

Jonathan has helped myself and my wife with investment drawdowns over the last 2 years whilst providing expert advice on how best to stay invested.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Not a thing the advise was perfect as fitted our needs.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Essex

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

I started thinking about my retirement, and the best way to provide for that. One of my work colleague's recommended Waymark Finanical.

How has Jonathan Attenborough helped you?

Giving re-assurance about the state of our financial future, and outlining a plan for that.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All good for now.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in London

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

My husband retired

How has Jonathan Attenborough helped you?

Face to face meetings, regular updates and plenty of feedback from Jonathan and his team

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I'm concerned

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Durham

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

I had worked a long time in the offshore oil and gas industry and very little to show for it, so I needed to get some structure in my life and luckily I was introduced to Jonathan.

How has Jonathan Attenborough helped you?

I did have a loose sort of a plan, that was really not achieving very much, so Jonathan has injected some discipline and direction and the road ahead is looking much better.

Have you seen the outcome you were hoping for?

It is still early days in a long term relationship with Jonathan but the signs are good.

What could they have done better?

Nothing. Jonathan is available seven days a week for all questions however foolish and always responds courteously.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Essex

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

I asked Jonathan for help due to the death of my mother my circumstances have changed money wise.

How has Jonathan Attenborough helped you?

Jonathan helped me decide the best way to go forward with my savings.

Have you seen the outcome you were hoping for?

Yes I think we now have a plan for the future.

What could they have done better?

From my point of view I was very happy with my review of my savings.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Wavenark have been my financial advisors for many years and they have always been responsive and extremely supportive in some challenging times

How has Jonathan Attenborough helped you?

Pensions and savings vehicles as well as supporting the overall picture of my financial situation

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They have all been excellent

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Jonathan and the team have been advising my wife and I since just after we got married. We wanted to be prepared and well placed for the changes that new houses, new jobs, and new additions to the family bring.

How has Jonathan Attenborough helped you?

Jonathan has consistently provided clear, simple, and trustworthy advise. He knows us and our situation really well and this level of personal attention has been invaluable.

Have you seen the outcome you were hoping for?

Our financial situation has been solid - even when adjusting for both planned and unforeseen changes that life brings. We are in a strong position and I'm confident that our family is well protected and prepared for the future.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Needing to make investments work harder to secure our future

How has Jonathan Attenborough helped you?

Detailed analysis of our financial position and future requirements. Providing a strategy and solution

Have you seen the outcome you were hoping for?

Early days but results to date have been above expectations

What could they have done better?

Very little

Repeat review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Surrey

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

How has Jonathan Attenborough helped you since your last review?

He has continued to advise us well remaining positive Globally it’s been a difficult time

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Kent

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

There were no circumstances. I was just having an annual review.

How has Jonathan Attenborough helped you?

He has helped me to make further financial decisions regarding my pension.

Have you seen the outcome you were hoping for?

Not yet but I'm hoping to increase my pension contributions in the future.

What could they have done better?

I'm not sure what they could have done better as I received sound advice from them.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in London

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

Following the death of my husband I had some financial issues which needed to be sorted out.

How has Jonathan Attenborough helped you?

He has helped me understand where I should put my spare cash and other finances and why.

Have you seen the outcome you were hoping for?

Yes, I'm very happy with how my portfolio is performing.

What could they have done better?

Nothing as far I'm aware.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in London

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

To help manage and organise my finances and to understand the financial pros and cons

How has Jonathan Attenborough helped you?

Helped me to understand financial planning for now and the future. Making sure that I know what products are suitable for me.

Have you seen the outcome you were hoping for?

I am just at the start of my financial journey but I can already see the benefits

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Surrey

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

How has Jonathan Attenborough helped you since your last review?

Continues to advise on all aspects of financial planning relevant to me.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in London

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

Advice regarding pensions and retirement income.

How has Jonathan Attenborough helped you?

Jonathan listened carefully to my concerns and was able to provide appropriate advice. He takes time to explain and will answer any question put to him. In my case, he went away to find the answers to the questions I asked and personally came back to me very quickly which was very much appreciated as the office was about to close for the Christmas break. Jonathan actioned my request immediately, he is polite and respectful and more importantly, displayed a very knowledgeable and professional manner throughout our recent meeting and those meetings that have taken place previously.

Have you seen the outcome you were hoping for?

Yes, in the short term.

What could they have done better?

Not sure if anything could have been done better.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

Having multiple pensions pots from various different employers as well as a small savings pot invested I wanted to be sure I was getting the best returns.

How has Jonathan Attenborough helped you?

Yes, following an initial assessment and me providing all the details of my pensions, savings, incomes and outgoings, Jonathan provided a comprehensive model of where I could be doing better and what the expected yields were. He explains things in a way that are easy to understand for the non-financially savvy so I understood exactly what he was proposing which was to combine all pensions and savings into a single investment bundle. He allayed concerns I had and took all the hassle out of doing the transfers. I now have all my pensions invested together with my savings but can track the two pots separately via an app. Jonathan arranges regular calls and to discuss performance and change (often in the evenings to fit round my work day). Even though I am not a big investor (I have a modest pension pot and minimal savings) nothing is too much trouble.

Have you seen the outcome you were hoping for?

Yes. It’s still fairly early days but I know that my money is invested and managed well and even in these fairly uncertain financial times, Jonathan will ensure the right decisions are made regarding the money.

What could they have done better?

Not much I can think of, he is incredibly patient and our catch ups are nice conversations rather than hours of dull spreadsheets (which is what I was expecting).

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Surrey

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

How has Jonathan Attenborough helped you since your last review?

Regular contact and follow up on any questions

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

My (semi) retirement in 2017 presented me with a number of options that I needed to understand and questions that needed answering.

How has Jonathan Attenborough helped you?

He has helped with almost every question. In particular: consolidation of pensions, continuing pension contributions, annuity versus draw-down, risk assessment, financial projection.

Have you seen the outcome you were hoping for?

Yes, I have.

What could they have done better?

I cannot think of anything.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

To gain better control of my finances and plan my medium to long term financial future.

How has Jonathan Attenborough helped you?

In every aspect - Jonathan explained clearly the options open to me. Jonathan helped plan every aspect of my financial future, from investments to protection planning. This was also defined in a transparent way in line with his 'larder, fridge & freezer' philosophy.

Have you seen the outcome you were hoping for?

Absolutely - I now have a clear vision and plan with my finances for the short, medium and longer term.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I wanted to organise my financial affairs, including consolidating multiple pensions and starting to take a more detailed look at planning for my future

How has Jonathan Attenborough helped you?

Jonathan was instrumental in organising my pensions in one place and ensuring clear visibility and investment performance updates as well as providing advice on the investment options available for me across a range of other areas

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the outcome to date

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Kent

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

I sought a financial adviser on the advice of my parents, as I wanted to get a head start on financial planning to buy a house, save for retirement etc. and didn’t know where to start or how best to approach it.

How has Jonathan Attenborough helped you?

Jonathan really clearly explained the different types of investments and saving, and set up a plan for me with my personal goals in mind. He recognises the stage of life I am in and has tailored his advice accordingly, so I really do feel that thanks to his advice and guidance, I’m in the best position I possibly can be for my age, income and overall situation.

Have you seen the outcome you were hoping for?

It’s certainly too early to say in terms of results, but I at least feel reassured that we’re doing as much as we can to achieve the goals I have.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Kent

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

I have been a long standing client of Mark Wilson.

How has Jonathan Attenborough helped you?

Transferring pensions and discussing projections

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

How has Jonathan Attenborough helped you since your last review?

We have now started a family and my wife has chosen to focus on raising our daughter rather than return to her previous job. Alongside these planned changes, the pandemic added some unplanned differences into the mix. Throughout the past 18-24mths Jonathan has helped us to plot a course through a reduction in household income and an increase in outgoings, helping us maintain a healthy financial position and advising changes to our protections so that we were all covered along the way. We've adjusted our longer terms goals too and have strong savings and investments plans, including setting up a JISA for our daughter. Jonathan has also helped me to make more of my company pension and stock award scheme - I'm taking more direct control of where this is invested so that the returns match my personal attitude to risk, rather than the generic approach that would be applied company-wide.

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in London

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

How has Jonathan Attenborough helped you since your last review?

By continuation of keeping abreast of financial and market situations in this changing environment .

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Kent

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

How has Jonathan Attenborough helped you since your last review?

He has always been there if I have needed any advice and also contacted me on occasion to check that all is ok

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

To advise us on our pensions and where to invest some money.

How has Jonathan Attenborough helped you?

He went through different options and asked us questions on where we wanted to be when we retire, then advised us on the best options. Y

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Perhaps, make the meeting a bit shorter.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Berkshire

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

I have been with Waymark since its inception in 2011, the first few years with Mark, now also with Jonathan, initially looking for retirement planning.

How has Jonathan Attenborough helped you?

Jonathan joined, and swiftly passed all regulatory exams, becoming knowledgeable very quickly. Calm and personable.

Have you seen the outcome you were hoping for?

Yes. A continuation of the service provided by Mark.

What could they have done better?

If I have suggestions for Jonathan, (I haven't), I'm sure he would consider them and action accordingly if appropriate.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

Friend recommendation

How has Jonathan Attenborough helped you?

Helping us understand our requirements to achieve our financial goals.

Have you seen the outcome you were hoping for?

It is progressing nicely.

What could they have done better?

Nothing I can think of

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in London

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

How has Jonathan Attenborough helped you since your last review?

Jonathan has continued to provide an excellent level of financial advice and support during a very challenging year. Jonathan, and all the team at Waymark, give us confidence they're acting in our best interests and never pushing us towards unnecessary products or actions. We wouldn't hesitate to recommend Jonathan's services, particularly to anyone in the early stages of managing their long term finances.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Seeking better returns and long term security

How has Jonathan Attenborough helped you?

Complete review of financial position and future “wish list”. Not rushed to make decisions. Ensured options were understood.

Have you seen the outcome you were hoping for?

Early days but very positive results so far

What could they have done better?

Very happy with service in a difficult environment.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

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

The returns on investment we had were poor .

How has Jonathan Attenborough helped you?

He helped us realise the returns we could achieve with some long term planning . The road map approach definitely helped me to get to grips with the subject making it personal to our circumstances . His patience and uncomplicated language together with the clear handouts made it enjoyable .

Have you seen the outcome you were hoping for?

It is early days but we have seen a good outcome and I’m sure given time our investments will give a healthy return .

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in London

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

How has Jonathan Attenborough helped you since your last review?

He has helped us to create our two ISAs, a new pension fund for my wife and a generl investment account. He has met us (lately via MS Teams) to reveiw our financial situation every 6 months.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

We felt it was an appropriate time to have a more in depth and long term plan for the future in relation to our finances and longer term goals.

How has Jonathan Attenborough helped you?

Jonathan was very attentive to our needs, meticulous in terms of planning and reviewing, and ultimately guided us through the process to ensure we chose the right products and approach to meet our needs. Regular meetings have provided the necessary confidence and reassurance and Jonathan has always been clear and concise.

Have you seen the outcome you were hoping for?

We have been very pleased with everything we have done with Jonathan so far, as well as the excellent support from the whole team including Tina who has been on hand whenever we've needed her. Undertaking such a review and initiating a longer term plan is a challenging process and Waymark have made this much easier and allowed us to now have the security and confidence for the years ahead.

What could they have done better?

I cannot fault Jonathan or the team and cannot think of anything that could have done to make the experience any better.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Kent

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

On the profit from selling a house and some inheritance, I required advise as to the best place to invest

How has Jonathan Attenborough helped you?

With giving me clear and honest advice and making sure I understood what was going to happen with my money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

At this precise time I cannot think of anything Jonathan could have done to improve his service

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

We were moving to a bigger house in preparation for starting a family - as well as getting property in order, I wanted to start getting my finances in a similar position.

How has Jonathan Attenborough helped you?

Jonathan has provided a huge amount of clarity and we have a very clear short, medium, and long term plan in place now. My pension and savings are working harder for me, and I have a structure around increasing my level of investment that targets a solid end result, without overstretching me in the immediate term.

Have you seen the outcome you were hoping for?

Yes, very much so. I am seeing the initial results and have a great plan in place for the future.

What could they have done better?

This is my first experience working with a financial adviser and it's all been very straightforward.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in London

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

A change in employment and benefits made need re-evaluate my financial situation and I decided to seek some professional advice

How has Jonathan Attenborough helped you?

Jonathan carried out a detailed review of our financial goals and what we needed to do to achieve them. He explained everything using easy to understand terminology and he and the team have always been very attentive in their follow up.

Have you seen the outcome you were hoping for?

It is early days yet but we feel positive about the plan that is now in place for us.

What could they have done better?

I can't fault any of the service we have received; Jonathan and team have gone above and beyond for us.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in London

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

Concerned about questions of financial security and to retirement planning .

How has Jonathan Attenborough helped you?

By going through all the scenarios and providing comprehensive advice on how best to invest for the future

Have you seen the outcome you were hoping for?

Yes . Have been very pleased with the results and feel much more relaxed having spent much valuable time with Jonathan

What could they have done better?

I’m not sure I can come up with anything in particular .

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in London

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

Retirement & Income tax issues

How has Jonathan Attenborough helped you?

At a time I needed to think about the future he took me through my issues and the available options. His calm, friendly and professional advice left me feeling a lot better about the future than before.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Surrey

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

We had moved back to the UK after a time working abroad and were looking to start some long term savings investments, as well as insurance for life and critical illness. Later we have moved a couple of pensions from company schemes into independent schemes via Jonathan.

How has Jonathan Attenborough helped you?

Jonathan has a welcoming, open demeanour yet remains very professional in his outlook. He gathered the necessary information about us and took the time to understand our specifics which allowed him to tailor his financial advice to our personal needs and budget. Consequently we received excellent recommendations which we subsequently took up resulting in comprehensive personal cover and a longer term ISA investment as well as new pension products for existing funds. Additionally, the recommendation for one pension was to leave it alone - there is no hard sell with Waymark and the advice speaks for itself. Regarding mortgages, Jonathan passed us on to a contact of his who was able to offer a decent product that met our unique income composition.

Have you seen the outcome you were hoping for?

So far we are extremely pleased with the outcome; each product has performed as expected and in the case of the critical illness product which we had to use unexpectedly, it was easy to deal with and performed beyond expectation.

What could they have done better?

Genuinely nothing.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed to update our current policies

How has Jonathan Attenborough helped you?

By providing good sound professional advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with the way he conducted himself

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in London

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

Our decision to seek financial advice came as we'd reached a point in our lives where we felt we needed support in making informed financial decisions. We wanted to ensure we were putting our money in the right places for the future, and protecting our current income.

How has Jonathan Attenborough helped you?

Jonathan took great care and attention in understanding our current financial circumstances and our future plans, and provided clear and detailed explanations regarding the reasoning and advice we were given.

Have you seen the outcome you were hoping for?

The service Waymark has provided has given us confidence that we're protected against any unforeseen circumstances, and that we're laying solid foundations for our future financial needs.

What could they have done better?

We were very happy with the service provided for our current needs.