Jonathan's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 85 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 68 )
Auto Enrolment ( 4 )
Investments and Savings ( 106 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 50 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 52 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 24 )
£200k - £500k ( 12 )
£100k - £200k ( 10 )
Up to £50k ( 3 )
Review
by a verified client in Hertfordshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring early and wanted help to maximise my pensions and investments to provide the desired income.
How has Jonathan Willis helped you?
Jon carried out a review of all my pensions and investments and recommended appropriate schemes which would achieve what I was hoping for. He has recently carried out a further review with some changes to my pensions and investments in order to secure my future retirement income now that I am in receipt of a state pension.
Have you seen the outcome you were hoping for?
Yes, I have been very pleased with the outcome of the pensions and investments that Jon recommended.
What could they have done better?
Nothing, Jon has been excellent.
Jonathan:
Thank you for your kind words — I’m really pleased to hear you’re happy with the outcome. It’s been a pleasure helping you plan for a secure and sustainable retirement income, and I look forward to supporting you going forward.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?
I was approaching retirement with various pension pots from different employment periods, quite daunting pulling these together.
How has Jonathan Willis helped you?
Jonathan consolidated these various pensions into a central fund, while making recommendations, all of which proved positive.
Have you seen the outcome you were hoping for?
Steady growth aligning a strategy that aligned with our own threshold for risk.
Jonathan:
Thank you for taking the time to leave this review. Helping clients approach retirement with clarity and confidence is exactly what we aim to do at Future Start, so your feedback means a great deal. I’m glad the strategy feels aligned and on track.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Jonathan
The information he provided was excellent.
Jonathan:
Thank you for taking the time to leave a review.Review
by a verified client in Bedfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had an inheritance and wished to make the best that I could.
How has Jonathan Willis helped you?
Jon has always been most helpful in every way that he could.His advice has excellent and he always takes time to explain everything. He was a great help to me when my husband died.
Have you seen the outcome you were hoping for?
Much more than I expected.
What could they have done better?
Nothing
Jonathan:
Thank you so much for your kind words and for taking the time to leave such a thoughtful review. I’m really pleased to hear you’ve felt supported and that the advice and explanations have helped you feel confident in the decisions you’ve made. It has been a privilege to support you through a very difficult period, and I’m genuinely grateful for the trust you’ve placed in me. Wishing you and your family all the very best.Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for advice on savings and investing
How has Jonathan Willis helped you?
Given me peace of mind and helped me to move to a three day working week
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Jonathan:
Thanks for taking the time to leave me a review.