Jonathan's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 71 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 57 )
Auto Enrolment ( 4 )
Investments and Savings ( 90 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 44 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 39 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 9 )
£100k - £200k ( 9 )
Up to £50k ( 3 )
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wished to retire before my state pension age and needed advice on how to obtain the required income.
How has Jonathan Willis helped you?
Jonathan has taken the necessary steps to consolidate my pension schemes and invest my savings in such a way as to provide the necessary income.
Have you seen the outcome you were hoping for?
Yes, I receive the income that I require whilst making the most of my pension and investments given the amount of risk I am willing to bear. I am very pleased with the service and advice that I receive on an ongoing basis.
What could they have done better?
Nothing.
Jonathan:
Thank you for the great review.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?
Looking for help with my savings and investments following an inheritance.
How has Jonathan Willis helped you?
Jon has worked with me for 12 years and has helped me through ups and downs and been here to support me when I need. He helped me go to 3 days a week at work and feel confident that I could.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing hes great!
Jonathan:
Thanks very much for the great review.Review
by a verified client in Hertfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice from knowledgeable person who understood our needs and expectations.
How has Jonathan Willis helped you?
Helped us structure our investments to ensure our future financial stability as well as ensuring financial support for our children.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy with our support, advice and Jon's awareness of our financial needs and expectations
Jonathan:
Thank you for the great review.Review
by a verified client in Bedfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to take early retirement and needed advice on pensions and investments
How has Jonathan Willis helped you?
Jonathan advised the best options for our situation
Have you seen the outcome you were hoping for?
Yes most definitely very pleased with outcome
What could they have done better?
Nothing very pleased with everything
Jonathan:
Thanks for the review.Review
by a verified client in Bedfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was looking to take early retirement and wanted advice on pensions and investments
How has Jonathan Willis helped you?
He help us on all financial areas
Have you seen the outcome you were hoping for?
Yes most definitely
What could they have done better?
Nothing at all
Jonathan:
Thank you for the kind review.