Jonathan's reviews
Reviewed for
Insurance and Protection ( 46 )
Mortgages ( 7 )
Pensions ( 186 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 116 )
Auto Enrolment ( 1 )
Investments and Savings ( 179 )
Pension Transfers - Non Specialist ( 45 )
Inheritance Planning ( 77 )
Long Term Care ( 22 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 154 )
Financial Mentoring ( 30 )
Financial Coaching ( 19 )
Reviewers' assets
£500k+ ( 66 )
£200k - £500k ( 37 )
£100k - £200k ( 11 )
( 2 )
Up to £50k ( 8 )
£50k - 100k ( 10 )
Review
by a verified client in Hertfordshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Someone trustworthy
How has Jonathan Attenborough helped you?
In all varieties of ways giving me a certainty on my income streams
Have you seen the outcome you were hoping for?
Completely happy outcomes
What could they have done better?
Nothing
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was about ten years from retirement and had done no financial planning. A friend put me in touch with Waymark.
How has Jonathan Attenborough helped you?
Kept us abreast of changes in legislation throughout the year and held detailed and very useful annual meetings with us.
Have you seen the outcome you were hoping for?
Yes, no complaints.
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for help with my finances and was recommended to this firm.
How has Jonathan Attenborough helped you?
He has reviewed my investments regularly and advised on management of my funds.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help us maintain an enjoyable retirement.
How has Jonathan Attenborough helped you?
He has helped us enormously in the planning of our pensions and savings so we can do the things we want to do in our retirement.
Have you seen the outcome you were hoping for?
We are both retired now and are enjoying our retirement.
What could they have done better?
As far as we are concerned we couldn't have asked for any more.
Review
by a verified client in Suffolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
thru work
How has Jonathan Attenborough helped you?
great advise for many years
Have you seen the outcome you were hoping for?
yes
What could they have done better?
n/a