Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 1 )

Pensions ( 58 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 48 )

Auto Enrolment ( 4 )

Investments and Savings ( 80 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 41 )

Long Term Care ( 9 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 26 )

Financial Mentoring ( 5 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 12 )

£200k - £500k ( 8 )

£100k - £200k ( 7 )

Up to £50k ( 3 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in London

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

I have an appointment once a year to review my financial circumstances & any changes in options of investments available. This annual review keep me 'on track' with suitable investments.

How has Jonathan Willis helped you?

He helps me assess my financial situation more objectively & helps me to see the whole picture & the trends of any changes. Also he helps me think about my future plans & the options that are available in the future.

Have you seen the outcome you were hoping for?

Yes, he is adjusting my investment choices to meet my current requirements & has given me good advice.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

I possessed various pension amounts from different employers, I needed impartial advice, that could consolidate the funds.

How has Jonathan Willis helped you?

Helpful as I have discovered he always is. Jonathan advised fund by fund what would be the best approach some were allowed to draw from as they were index linked, the remaining funds, we agreed to move into one investment portfolio that is overseen by Jonathan and his team.

Have you seen the outcome you were hoping for?

We have seen growth since our funds have been with Jonathan

What could they have done better?

Happy with all aspects of the service, remarkable given recent years unrest in the world generally.

Jonathan's reply

Thank you very much for the great review.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

I was planning early retirement and needed advice on my future income.

How has Jonathan Willis helped you?

Jonathan has regularly advised me on how to achieve the desired income from my pension and investments and has also monitored the performance and service I have received from the companies with which my money is invested.

Have you seen the outcome you were hoping for?

Yes, I am satisfied with the income I've achieved so far.

What could they have done better?

Nothing.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Jonathan

very helpful

Jonathan's reply

Thank you for the great First Impression.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Jonathan

Good first impression. Clear explanation of service provided. Easy person to discuss options with.

Jonathan's reply

Thank you for taking the time to write a great First Impression.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

I needed to move my company pension to a new one when I retired

How has Jonathan Willis helped you?

Moving forward making me feel comfortable with my finsnces

Have you seen the outcome you were hoping for?

Yes

Jonathan's reply

Thanks for the fantastic review.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

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

Better return for my money

How has Jonathan Willis helped you?

Jon is all ways very helpful

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know

Jonathan's reply

Thanks for the great review.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Planning for retirement, which included, pension planning, savings and investments, wills and Trusts, lasting powers of attorney

How has Jonathan Willis helped you?

He has attended to all the above, with sensitivity, whilst being efficient, skilled, ethical and honest. My jaundiced view is, one cannot rely that the financial industry (in its widest sense), has the client's welfare at the heart of their business model, Conversely, that is Jonathan's super power. He puts his client's wishes and objectives at the heart of everything he does.

Have you seen the outcome you were hoping for?

Well there has been the small matters of Brexit, a global health pandemic, a Russian invasion of Ukraine leading to war, not to mention 4 UK Prime Ministers since 2019. Jonathan kept us informed of the impact of national and international pressures on the stock markets and investments and guided us through the choppy waters. Glad to say still afloat and sailing.

What could they have done better?

This is a hard question, nothing springs to mind.

Jonathan's reply

Thankyou so much for the great review.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Coming up to retirement

How has Jonathan Willis helped you?

Solid advise

Have you seen the outcome you were hoping for?

No - the world is currently in a financial mess

Jonathan's reply

Thanks for the great review.

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?

Planning for the future

How has Jonathan Willis helped you?

Inheritance tax. Provision for grandchildren.

Have you seen the outcome you were hoping for?

Yes

Jonathan's reply

Thanks for the great review.

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Jonathan

Jonathan dealt with my query in an efficient and timely manner. He even provided me with a detailed explanation of all my options. He is very knowledgeable in this field and so I have opted to use his seevice

Jonathan's reply

Thanks very much for the review.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Need for long term guidance in financial areas in which I have insufficient knowledge.

How has Jonathan Willis helped you?

Enabled me to plan sensibly for the future and understand the options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I am aware of

Jonathan's reply

Thanks for the great review.

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?

We were looking for professional advice to help us plan for our retirement and financial security.

How has Jonathan Willis helped you?

Jon has guided us through the many financial mazes to ensure that our funds are secure and well-invested whilst also matching our ethical expectations.

Have you seen the outcome you were hoping for?

Yes. Clear explanation of the progress of our investments.

What could they have done better?

N/A

Jonathan's reply

Thank you for the great review.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Middlesex

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

Pension transfer advise and inheritance tax advise

How has Jonathan Willis helped you?

Jonathan helped transferring my husbands pension to a Sipp and following that advice on investments. He also advised on inheritance tax issues. Jonathan also advised on LPAs and Wills

Have you seen the outcome you were hoping for?

Yes, we understand the process and have a clearer idea of where are investments are. He advised on keeping solvent as we age.

What could they have done better?

We are happy with the clarity with which he explained our options. We explained that we needed clarity on all fees which he was able to provide.

Jonathan's reply

Thank you for the great review.

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Jonathan

Jonathan called me back and was extremely helpful in answering my query around Inheritance Tax Planning - thank you

Jonathan's reply

Thank you for the wonderful first impression.

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?

To invest my savings in ethical stocks/shares without taking undue risk.

How has Jonathan Willis helped you?

He has helped me make decisions about investments & advised me about wills & power of attorney.

Have you seen the outcome you were hoping for?

Yes

Jonathan's reply

Thanks for the great review.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

My first contact was in search to help with auto enrolment - since then he has helped with all sorts of financial elements.

How has Jonathan Willis helped you?

Jon has helped an all sorts and many different levels of things. Pensions ISAs Trusts etc etc

Have you seen the outcome you were hoping for?

Yes - as well as can be expected with certain financial climates

What could they have done better?

N/A

Jonathan's reply

Thanks for the great review.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I was suddenly widowed, just before I retired. Such a change in circumstances prompted me to seek support to safeguard my future.

How has Jonathan Willis helped you?

Firstly, he ensured I had the financial support I needed, by detailing the range of options and considerations I could explore. He took much time to get to know my individual situation and character. This is reflected at every subsequent meeting.

Have you seen the outcome you were hoping for?

Certainly. If I have concerns Jon goes out of his way to address them, always presenting the options available.

What could they have done better?

I have nothing to suggest here.

Jonathan's reply

Thanks for the great review.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Approaching pensionable age, I needed advice from a professional that was balanced and trustworthy to review my options.

How has Jonathan Willis helped you?

We were in possession of pensions from various previous employment schemes. Jonathan gathered and organised the various pots, re aligning them into a central fund offering a clear and concise view of what the future could hold.

Have you seen the outcome you were hoping for?

Entirely

Jonathan's reply

Thanks for the great review.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

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

We needed advice on our pensions, investments and savings

How has Jonathan Willis helped you?

Jonathan’s advice on our pensions, investments has given us peace of mind for our future

Have you seen the outcome you were hoping for?

Yes we are very pleased with the advice that was given to us

What could they have done better?

We feel that nothing could have been done any better, very pleased

Jonathan's reply

Thank you for the great review.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

I wanted advice on how to invest money that I had inherited

How has Jonathan Willis helped you?

He has set me up with investments and pensions to take advantage of tax allowances and enhance my portfolio.

Have you seen the outcome you were hoping for?

Yes. We have worked together for over ten years. I have also been able to reduce my hours at work to three days improving my life greatly thanks to Jonathan's advice.

What could they have done better?

Nothing.

Jonathan's reply

Thanks very much for the great review

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

How someone can help me look after my monet

How has Jonathan Willis helped you?

Jonathan has made me aware of my finances and how best to invest to my interests .

Have you seen the outcome you were hoping for?

Absolutely very happy

Jonathan's reply

Thank you for the review.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

With no work or private pension plan we needed advice on saving and investing for our retirement while we were still working.

How has Jonathan Willis helped you?

Jon talked us through our options with the outcome of having savings/capital we could draw from when necessary to supplement our state pension.

Have you seen the outcome you were hoping for?

We have just had our annual review and we are still on track with our objective.

Jonathan's reply

Thank you for the great review.

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 had retired and wanted to merge my pensions into a new scheme and start taking an income.

How has Jonathan Willis helped you?

Jonathan helped me greatly by reviewing all my pension arrangements and advising me what sort of scheme I could enter into in order to provide me with my desired pension income going forwards. Since that time he has regularly reviewed my pension and investments with me to ensure they are kept on track and has helped with any queries that I've had on other financial issues.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Jonathan's reply

Thank you for the great review.

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?

Pension was in a Big Fin SIPP that was quite expensive in fees and I had no financial guidance from them on my referred risk levels

How has Jonathan Willis helped you?

Explained how I can control my SIPP with as much or little input from me

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing, all expectations met or exceeded.

Jonathan's reply

Thank you for the great review.

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Jonathan

I found Jonathan to be very professional and knowledgeable, he took time and was extremely patient in explaining everything fully. I felt that I had an excellent grasp of all my options by the end of our appointment. Jonathan took time to listen to my circumstances and was very generous with his time. Friendly and kind, I would, and have, recommend him.

Jonathan's reply

Thank you very much for the review.

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Jonathan

Any recommendations by Jonathan are well researched and thoroughly thought out . I value his professionalism, dedication and frank opinions. I have known Jonathan for over 7 years and have valued his sound judgement on on all financial issues and advice.

Jonathan's reply

Thank you for the great review.

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?

Having retired I needed expert advice and and Jonathan was highlt recommended

How has Jonathan Willis helped you?

Guided me and helped in my early retirement planning

Have you seen the outcome you were hoping for?

So far so good

Jonathan's reply

Thanks for the great review Tom

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

To invest my money to provide a good income.

How has Jonathan Willis helped you?

Over the years Jon has always given sound advice and explains everything clearly. He has always been available to help with any difficulty Jon has always given excellent advice and explains everything clearly. He has always been available to help with any difficulties that I have had.

Have you seen the outcome you were hoping for?

Yes.

Jonathan's reply

Thank you for the great review.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

Needed advice on my investments.

How has Jonathan Willis helped you?

Jonathon has been very helpful as always. He explains everything very well and gives sound advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No.

Jonathan's reply

Thank you for taking the time to leave a fantastic review.

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?

inherited money

How has Jonathan Willis helped you?

made our inheritance more tax efficient

Have you seen the outcome you were hoping for?

.

What could they have done better?

.

Jonathan's reply

Thanks for the great review.

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Jonathan

Jonathan explained everything clearly and was very professional

Jonathan's reply

Thanks for the great review.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

We wished to move our pension and investments

How has Jonathan Willis helped you?

Very professional and friendly service

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Jonathan's reply

Thank you for the great review.

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?

to put pension funds into a SIPP

How has Jonathan Willis helped you?

SIP set up plus other investments now on same platform

Have you seen the outcome you were hoping for?

Yes

Jonathan's reply

Thank you for the great review David.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Death of Husband

How has Jonathan Willis helped you?

Jon has shown me the best way to invest my money

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

I don't think they could have done anything better

Jonathan's reply

Thanks for the fantastic review and the kind words.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

I needed to transfer my pension to one that was more beneficial for my future

How has Jonathan Willis helped you?

Advised me of the best pension to suit my needs and give me a monthly pension amount to cover my requirements

Have you seen the outcome you were hoping for?

Not as yet, but this is mainly due to the financial markets after Covid

Jonathan's reply

Thanks very much for the review.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

Wanted more value for my Savings.

How has Jonathan Willis helped you?

Jonathan Willis and his team have always been helpful in giving advise in investments and savings.

Have you seen the outcome you were hoping for?

I have seen an increase in the value of my investments and savings.

Jonathan's reply

Thank you June for the great review.

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?

Financial planning is getting ever more complicated and we needed professional advice with various issues

How has Jonathan Willis helped you?

Friendly and well targeted advice specifically for us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The zoom meetings during the pandemic were not easy but now we are back to face to face discussions which are much better

Jonathan's reply

Thank you very much for the great review.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Herefordshire

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

We began working with Jonathan last year to get our financial affairs in order, as we approach retirement. He put together a personalised plan for us and recently met again for a review.

How has Jonathan Willis helped you?

Jonathan collated all the relevant information, and fully explored what our short, medium and long term financial goals are in order to assemble a holistic overview our our current circumstances and future possibilities. He put in place, Wills, Trusts, LPA's, SIPPs and inheritance planning. Jonathan is an expert at what he does. Additionally though, he is not just there to 'sell' products. He works with integrity, honesty, always striving to give the best possible advice and outcome to clients. That is a rare thing in the financial sector, as the many mis-selling scandals have evidenced over recent years.

Have you seen the outcome you were hoping for?

Yes: Skill and expertise + integrity and honesty = Satisfied and happy customer

What could they have done better?

Nothing springs to mind. More of the same at the next review suits me.

Jonathan's reply

Thank you for the fantastic review.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Devon

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

Retirement planning specifically linked to work pension options.

How has Jonathan Willis helped you?

Jonathon provides ongoing support in helping us to manage pension and income options for our retirement, in a tax efficient manner, whilst also proactively forecasting and reviewing our lifetime cash flow and time line status so we achieve our personal goals.

Have you seen the outcome you were hoping for?

Yes the outcome is as expected in the current climate.

What could they have done better?

Nothing, we always find Jonathon personable, honest, straightforward and knowledgeable.

Jonathan's reply

Thank you for the review.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Approaching retirement and necessary to review my ability to finance our lifestyle.

How has Jonathan Willis helped you?

Clear and detailed advice to achieve our goals .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Jonathan's reply

Thanks for the great review.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in London

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

Not feeling confident about my own ability to invest in a way that suits my needs (e.g. eco-friendly as possible & in an ethical manner).

How has Jonathan Willis helped you?

He explains issues clearly & gives sound financial advise, seems aware of issues (potential pitfalls or simply worries) relating to investment

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, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

We were looking to retire but didn’t know if we had the funds to do so

How has Jonathan Willis helped you?

Jonathan gave us the best options and advice available to us which we found to be very helpful

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

Nothing as far as we are concerned. Cannot fault advice given

Jonathan's reply

Thanks for the great review.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Jonathan

Jonathan listens to all I have to say. This means he can use his extensive knowledge to ensure I can fulfil my plans through carful financial management. He has advised me for over a decade now and am delighted with all outcomes

Jonathan's reply

Thank you for the great review.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Expertise was sought to enable plans for retirement to be put in place. Various plans from previous employment needed organising!

How has Jonathan Willis helped you?

Jonathan organised finances from the several sources into a cogent effective package, carefully assessing each fund on its own merits, resulting in a growth pattern that has endured over the years meeting our expectations.

Have you seen the outcome you were hoping for?

Absolutely

Jonathan's reply

Thank you for the great review.

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?

Help with my savings and investments in addition to retirement planning.

How has Jonathan Willis helped you?

Jonathan has helped me put together an investment portfolio and pension, plus helps me with my tax planning. I now have a clear financial plan to see me through today and later life.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

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?

I had retired and wanted to consolidate previous pensions and start taking an income from them.

How has Jonathan Willis helped you?

Jonathan was very thorough in explaining all my potential options and helping me to understand what would be the best thing for me given my particular wishes and circumstances. He helped consolidate everything into a new pension scheme and recommended ways to maximise any other potential investments in accordance with my attitude to risk.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the results of the first year in the new schemes that Jonathan recommended.

What could they have done better?

Nothing.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed better advice on managing my pension

How has Jonathan Willis helped you?

Helped me move my pension to a lower cost platform and funds that aligned better with risk I was prepared to take.

Have you seen the outcome you were hoping for?

Yes, have greater visibility of my pension and the funds I’m bought into.

What could they have done better?

Nothing, great service at all stages of the process.

Jonathan's reply

Thank you for the great review.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

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

We had invested into an offshore bond when living overseas, with an aim to putting this into trust for our daughter. Unfortunately the trust work never got completed when living overseas.

How has Jonathan Willis helped you?

After returning to live in the UK, we looked to complete the Trust element and Jonathan came highly recommended to effect this and did a very good job of it. As well as doing this, Jonathan reviewed the rest of our investment portfolio, offering good advice on this as well as arranging for our wills and lasting power of attorneys to be appropriately updated to reflect our inheritance wishes. As one of us is a UK citizen and the other is not, the whole process was not so straightforward but Jonathan managed it very professionally and so is now our financial advisor. We're very happy we found him.

Have you seen the outcome you were hoping for?

Yes - very much so.

What could they have done better?

Jonathan handled the whole process with a cordial professionalism. We don't believe it could have been handled better.

Jonathan's reply

Thank you so much for the fantastic review.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Needed expert advice

How has Jonathan Willis helped you?

Friendly excellent service. Would recommend to anyone who requires financial advice and help.

Have you seen the outcome you were hoping for?

yes

Jonathan's reply

Thank you for the great review.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed to ensure that our later-life would be financially secure and that the planning had been undertaken before necessity demanded.

How has Jonathan Willis helped you?

Undertook a thorough review of our present position, considered an overview of our aspirations and developed a financial plan that addressed our needs.

Have you seen the outcome you were hoping for?

Our plans are developing as Jon had predicted.

Jonathan's reply

Thanks for the great review.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Transfer of work Pension to a more beneficial one after retirement

How has Jonathan Willis helped you?

Advice and planning for my financial future

Have you seen the outcome you were hoping for?

Yes

Jonathan's reply

Thanks for the review.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Middlesex

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

Had some money that needed professional advice

How has Jonathan Willis helped you?

with investments and pensions

Have you seen the outcome you were hoping for?

yes - considering the pandemic !!

What could they have done better?

as i'm not a professional investments person - can't really comment

Jonathan's reply

Thanks for the great review.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Bedfordshire

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

I needed guidance on the best way to invest my money.

How has Jonathan Willis helped you?

Always with good advice and helpful in all aspects.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

In my case I do not think so.

Jonathan's reply

Thank you for the lovely review. It’s been a pleasure helping you all these years and look forward to for many more.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed to ensure we were ready for retirement and the future. Current investments were not performing as well as we hoped. We needed wills and LPAs and estate planning put in place.

How has Jonathan Willis helped you?

Jonathon took care of drawing up new wills; setting up Trusts; taking an overview of our assets and working with us to arrive at a suitable and sustainable retirement plan. We now know when we could retire and what type of budget is available. This brought clarity and peace of mind for the future. He has also moved our investments to ESG (Environmental; Sustainable and Governance) products and platform, which is performing much better than where we were previously. When moving from a Standard Life platform, the department that releases clients money was tardy and Jonathan was on the ball chasing and chasing and keeping us in the loop about what was happening. I feel sure SL would have taken even longer had he not chased as regularly. Strange when we were giving our money to SL to invest they took it extremely quickly.

Have you seen the outcome you were hoping for?

Jonathan brings honesty and integrity to every part of his work. I am pretty cynical about the quality of service and the ethical stance taken within the Financial Services Industry in general, but Jonathon is such a refreshing change. He is well informed, well qualified and provides an honest and value led service. I would have no hesitation in recommending him to others - in fact I already have to a couple of friends and family members.

Jonathan's reply

Thanks for the great review.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Previously investments were held with a bank but seemed very limited and of a poor return.

How has Jonathan Willis helped you?

Spent a lot time assessing my requirements. Gave advice about having powers of attorney and a solicitor to use which was taken.

Have you seen the outcome you were hoping for?

Covid crisis was very worrying watching investments falling sharply but thankfully things have recovered to a large extent, much better than leaving everything in savings accounts.

What could they have done better?

Completely satisfied with the service.

Jonathan's reply

Thanks for the great review.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Jon was recommended to me

How has Jonathan Willis helped you?

He did a sterling job getting my finances transferred from one company to another

Have you seen the outcome you were hoping for?

So far so good. Impressive

What could they have done better?

Nothing

Jonathan's reply

Thanks for the great review.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Having retired we needed advice on managing our savings

How has Jonathan Willis helped you?

He can explain things in simple language

Have you seen the outcome you were hoping for?

He continues to provide an excellent service

What could they have done better?

eaten less biscuits

Jonathan's reply

Thank you for the great review.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Monmouthshire

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

We needed help as we have a couple of properties and are now of retiring age so wanted to know the best way to leave these to our children.

How has Jonathan Willis helped you?

Jonathan looked at all of our assets and set up trusts to provide for our children.

Have you seen the outcome you were hoping for?

We obtained what we set out to do, and ended up with a clearer idea of where we stood financially. He did this in an unambiguous way, explaining everything in plain English as we went along.

What could they have done better?

We chose Jonathan Willis after extensive research and we got good sound advice from an extremely well qualified and knowledgeable professional who took time to provide the best service anyone could ask for, He and everyone else we dealt were more than competent and efficient .

Jonathan's reply

Thank you for the great review.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Monmouthshire

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

Initially looking for someone to set up a trust

How has Jonathan Willis helped you?

Helped  with estate planning and got us set up with our wills and trusts as well as advice with my pension  We found Jon to be exceedingly knowledgeable and  well qualified he gave us a lot of advice and helped where an ordinary solicitor did not have the expertise. He  was courteous, explained things in easy to understand language where necessary and was always helpful, making you feel that nothing was too much trouble.

Have you seen the outcome you were hoping for?

jon did everything we asked of him and ended up doing more, he ended up by tidying up some loose ends that we didnt even know we'd got.

What could they have done better?

Right from the start we knew we were obtaining help from someone who knew what they were doing and we were so right. Jon did everything he was asked for like the professional that he is.There was nothing that could be improved on.

Jonathan's reply

Thank you for the great review.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

We wanted to make the best use of savings and do not have the knowledge to make sound decisions.

How has Jonathan Willis helped you?

He made suggestions about inhertitance tax planning and other investments we had not considered

Have you seen the outcome you were hoping for?

Yes

Jonathan's reply

Thanks very much for the great review.

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Jonathan

Jonathan was extremely clear in his explanations - using layman's terms to help explain things that I did not, at first, fully understand. He was able to present me with different possible scenarios. His knowledge on a number of areas of interest to me was expansive. He was able to immediately carry out calculations that helped me and he signposted me to useful sites. Jonathan was very clear about what was information and what was advice. Above all his approach was one of encouraging me, in future decision making, to reflect on what is important to me and what suits my personality/outlook. I gained clarification from him about my situation and at no time felt under pressure. Many thanks for the service received to date.

Jonathan's reply

Thankyou for the very kind comments.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Question relating to pension transfer and IHT

How has Jonathan Willis helped you?

Answering the question put to him.

Have you seen the outcome you were hoping for?

No. This will not be evident until after my death.

What could they have done better?

Very little

Jonathan's reply

Thanks for the review

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I have been working with Jonathan for over a year and he's been helping my wife and me to plan our future and look after our investments. I wanted someone that was more than a basic financial advisor and was able to help me plan for my retirement with clear guidance and objectives; so I don't have to worry so much in these uncertain times.

How has Jonathan Willis helped you?

Jonathan has completely restructured all my properties into trusts and helped my wife and I write a detailed Will, which has a lot more financial information than a standard Will you'd get from a solicitor. He has helped me to move my pension from my company scheme into a private SIPP and guided me and my wife on saving with our tax-free ISA's. I'm always very happy with Jonathan and he is very knowledgeable about what to do with my investments. I can highly recommend Jonathan Willis.

Have you seen the outcome you were hoping for?

I have seen a positive outcome for my pension which has performed a lot better since it has been moved and Jonathan has saved me money on my tax obligations. I also have all my properties in trust and a proper plan for the future instead of a guess.

What could they have done better?

I am very happy with Jonathan so nothing needs to change.

Jonathan's reply

Thank you for taking the time to write this great review.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Auto enrolment help

How has Jonathan Willis helped you?

Completely setup auto enrolment scheme for my company

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Jonathan's reply

Thanks for the great review.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in London

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

I inherit some money

How has Jonathan Willis helped you?

Help me invest it wisely

Have you seen the outcome you were hoping for?

Yes my invests have gone over the years

What could they have done better?

I my very happy with them

Jonathan's reply

Thanks for the wonderful review. It has been a pleasure working with you both over the years.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Buckinghamshire

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

needing help with pensions

How has Jonathan Willis helped you?

by talking in ways i understood. using his computer program to show me what i might get when retired. by changing a few things my money will last longer

Have you seen the outcome you were hoping for?

its going the correct way

Jonathan's reply

Thanks very much for the great Review

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

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

Having various pensions, I needed to consolidate.

How has Jonathan Willis helped you?

Jonathan provided expertise in identifying the best course of action for each fund, liased with all providers allowing funds to be placed into a consolidatedl arrangement with taking into account risk factors and our own particular needs.

Have you seen the outcome you were hoping for?

Undoubtedly, funds are easily reviewed on line, allowing us to see the true situation at any given time.

Jonathan's reply

Thanks very much for the review.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

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

I wanted to start drawing an income from my private pensions and get some advice on financial planning for my retirement.

How has Jonathan Willis helped you?

Jonathan analysed my requirements and arranged everything connected with the transfer of my pensions to another provider. He also helped me with regard to getting a better return on some investments I had which were earning very little.

Have you seen the outcome you were hoping for?

Yes, my pensions and investments are now reinvested.

What could they have done better?

I can't think of anything. Jonathan is very personable and friendly and he was very patient in helping me to understand the financial options open to me based on my requirements. He was very open and clearly explained things in a way I could understand. It was a pleasure dealing with him.

Jonathan's reply

Thanks ever so much for the great review.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Herefordshire

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

We were looking for advice on how best to maintain the value of our investments and ensure that our children are provided with a suitable inheritance.

How has Jonathan Willis helped you?

Jon helped us restructure our portfolios to help them deliver on our requirements for later-life. He also helped us crystallise our vision for financial security and implement the strategy.

Have you seen the outcome you were hoping for?

Yes, there was an immediate benefit and there is also a clear long-term route in place.

What could they have done better?

Jon has supported us in every way. He provides the time that we need together and delivers advice in a clear, honest and unambiguous manner

Jonathan's reply

Thanks very much for the review.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

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

Was unhappy with the pension platform I had.

How has Jonathan Willis helped you?

Explained my options and how I can maximise my pension goals for the coming 10 years

Have you seen the outcome you were hoping for?

Yes, have seen the projections of what may happen continuing my current plan.

What could they have done better?

None. Perfect for what I need.

Jonathan's reply

Thanks very much for the review.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Came up to nearing retirement and needed advice for the future

How has Jonathan Willis helped you?

Helped arrange my finances

Have you seen the outcome you were hoping for?

So far everything has been excellent

What could they have done better?

Jonathan has always helped and made things clear. He is friendly and always very pleasant

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

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

I was looking for investment advice

How has Jonathan Willis helped you?

Jonathan and I have worked together for many years having first met when he worked at Nationwide. He has helped me ever since investing my money in the best way to meet my goals.

Have you seen the outcome you were hoping for?

Yes. I have been very happy with the advice that he has given me.

What could they have done better?

I can't think of anything.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Nottinghamshire

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

capital for investment. to discuss options for investment and goals

How has Jonathan Willis helped you?

recommended platform for investment and advice regarding best way to manage funds and capital. Helped me realise need for long term goals and future disposable income. Always available to chat or discuss when I have queries and to make financial decisions clearer and hence easier to understand.

Have you seen the outcome you were hoping for?

So far has been good - investment is dependent of course on markets.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

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

We were looking to retire early and needed advise.

How has Jonathan Willis helped you?

Jon gave excellent, professional and friendly advise to us

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Cannot thank him enough for all his hard work, he could not have done better

Jonathan's reply

Thank you ever so much for the fantastic review.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Bedfordshire

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

Need more return for my saving.

How has Jonathan Willis helped you?

Help in advising the right investments.N

Have you seen the outcome you were hoping for?

Better return on my saving.

What could they have done better?

None.

Jonathan's reply

Thank you for your kind words.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Devon

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

Retirement income and investments.

How has Jonathan Willis helped you?

Explained the best way forward for our circumstances.

Have you seen the outcome you were hoping for?

Have not had investment long enough but hope that when things (coronavirus) settle down we will see the outcome we hope for.

What could they have done better?

Perhaps take the meetings at a slower pace when explaining financial facts and figures.

Jonathan's reply

Thank you for the review.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Middlesex

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

Investment and planning for the future.

How has Jonathan Willis helped you?

Advice given and plans made to achieve my objectives.

Have you seen the outcome you were hoping for?

Yes

Jonathan's reply

Thanks very much for the review.

Repeat review from verified client

April, 2020

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 Willis helped you since your last review?

He keeps abreast of investment changes and makes suggestions when necessary. He also carries out an in depth annual review.

Jonathan's reply

Thanks for the great review Jim

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Middlesex

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

As a former financial adviser I thought I could manage my retirement income myself. However, the pensions Lifetime Allowance imposed on the public by successive Chancellors of the Exchequer raises so many issues that I found the complexity of tax planning, inheritance tax implications and then investment strategy too much to handle.

How has Jonathan Willis helped you?

With only weeks to go before reaching a pension Benefit Crystallisation Event I asked Jonathan for advice. He analysed a large amount of information, came up with conclusions that differed from my own but then explained his reasoning in a straightforward manner, backed by facts, and convinced me of the most financially advantageous route to go. In the process he proved to me that my inheritance tax planning would be improved by adopting this route and that changes to my Will would add further improvements. His report was produced within a week, we discussed it two days later and I implemented my decisions within a further week thereby reaching my pension Benefit Crystallisation Event with all matters taken care of.

Have you seen the outcome you were hoping for?

The final outcome is better than I hoped for because I had failed to factor in the use of assets outside of my pension fund investments. I had also not attached enough importance to the impact that pension assets can have on inheritance tax planning. I had also assumed that there was little I could do about inheritance tax but I was wrong.

What could they have done better?

Nothing. For some people having their partner included in the conversation would be a benefit but in my case Jonathan and I were able to discuss the issues at a fairly technical level and my wife would have been totally confused.

Jonathan's reply

Thanks very much for the review.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Buckinghamshire

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

To plan for future retirement.

How has Jonathan Willis helped you?

Jon reviewed my current situation addressing specific objectives that I came to him with, and made a recommendation how to meet my retirement goals.

Have you seen the outcome you were hoping for?

My current pension arrangements have been reviewed but it's too early to see if the recommendation will bring the desired results.

What could they have done better?

I'm happy with Jon's services, he has done everything that I have asked him to do during our initial meeting and has kept me updated on the progress along the way.

Jonathan's reply

Thank you very much for the review.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Buckinghamshire

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

With the volume of legislation effecting investments, savings , IHT and pensions I do not feel qualified to make decisions without professional advice

How has Jonathan Willis helped you?

Clear and comprehensive explanations of all the options open to me and very easy to understand presentation

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing , very happy with the quality of the advice given

Jonathan's reply

Thanks very much for the review. It’s been a real pleasure to have worked with you for so many years.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I had a number of assets and I was very concerned that we weren't looking after our investments for the longterm and didn't have a Will. This is when I went to Jonathan Willis to see whether or not he could help me to look and plan ahead across all my assets and my pension and orgnise a Will for my wife and I.

How has Jonathan Willis helped you?

Jonathan was excellent, he clearly laid out how we needed to look ahead at all of our investments. He looked at all of our income and outgoing over the last year, and how we were going to plan for the next few years into retirment. He then looked at all our properties and how these needed to be protected by putting them into trust and then helped us to get a will done that was linked to all the trusts we had set-up. There was no way that we could have done all of this work without the help of Jonathan walking us through the process. I cannot recommend Jonathan highly enough, he was very impressive with his knowledge and spent hours to ensure that all of our financial affairs were fully protected and properly organised. Most people go to a solicitor to get their Will done, but by going to Jonathan you can get everything done from a Will to Trust to sorting out your financial affairs. I'm so glad we went to Jonathan and would highly recomend him to anyone.

Have you seen the outcome you were hoping for?

Yes more than we could have hoped for, Jonathan has set us up for the future and this has given my wife and I peace of mind.

What could they have done better?

Nothing First Class Service

Jonathan's reply

Thanks very much for the review.

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?

Wanting to secure mine and my family’s future.

How has Jonathan Willis helped you?

Explained all my options and best approach to help my money best work for my needs

Have you seen the outcome you were hoping for?

Yes very much so.

Jonathan's reply

Thanks very much for the review.

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?

I had savings in my building society account doing nothing. I wanted to do more with it to support me when I retire.

How has Jonathan Willis helped you?

He has helped by advising on investments and helped save taxes. In addition, I was able to cut back my hours at work for a better and healthier lifestyle with financial security. Jon showed me that i could afford to cut down my hours.

Have you seen the outcome you were hoping for?

Most certainly. Changed my life totally really.

What could they have done better?

I'm happy with everything. He explains everything clearly. Personal visits are so helpful.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Investment

How has Jonathan Willis helped you?

I have known Jon a number of years and found him very knowledgeable and helpful

Have you seen the outcome you were hoping for?

I believe so

What could they have done better?

I am unable to compare to give an informed opinion

Jonathan's reply

Thank you for the review

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

We needed to review our investment situation in order to reduce the level of risk, whilst also ensuring a level of growth. In addition, we were looking to establish clear inheritance structures to ensure that, upon our death, there would be sound protocols in place to eliminate any uncertainty or doubt about our wishes.

How has Jonathan Willis helped you?

Jonathan spent a great deal of time listening to us in order to assess our expectations. He then reviewed our present financial portfolio and considered various things such as risk levels, volatility, charges etc. He developed a number of options for us to consider, going through the advantages of each. Jonathan spent a great deal of time bringing our financial affairs together before drawing-up a portfolio that worked for us. He addressed our needs for wills, investment planning and inheritance planning.

Have you seen the outcome you were hoping for?

We now have wills in place that address our needs. Our investment portfolio has been structured to our present and future requirements and we have established clear protocols for the passing of our estate to the recipients.

What could they have done better?

Jonathan has helped us along a financial planning journey in a very professional manner. It is truly impossible to identify any areas that we feel need constructive criticism!

Jonathan's reply

Thank you very much for the review.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Having made the difficult decision to sell my dental practices and finally take retirement, I was in a dilemma as to how to use and carefully invest the funds to ensure a happy retirement. I was introduced to Jonathan by my son, Rishi, who had been a friend and a financial adviser.

How has Jonathan Willis helped you?

I found Jonathan to be honest, approachable and friendly. His experienced outlook and vast knowledge of financial affairs were clearly evident. He helped plan my Pension, Inheritance planning and wealth protection .

Have you seen the outcome you were hoping for?

Absolutely. Jonathan has been instrumental in actioning my requests and eased my great fears of how I was going to approach retirement and not worry about my financial situation which was carefully planned and made secure through wise and tax efficient investments

What could they have done better?

I only wish I had met Jonathan earlier when I was busy expanding my dental business . In hindsight he may have helped me to be even more successful financially.

Jonathan's reply

Thank you so much for the review.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Wanting to reduce IHT

How has Jonathan Willis helped you?

He came up with some valid options to do this

Have you seen the outcome you were hoping for?

It looks good

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed expert advice on pension planning for the future.

How has Jonathan Willis helped you?

Advised on moving pension provider to cheaper alternative and funds that have a better chance to performing better

Have you seen the outcome you were hoping for?

Yes, he explained financial planning scenarios in an easy to understandable and accessible way

What could they have done better?

Nothing, exceeded my expectations of what I would get from the experience.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Due to health. I looked for early retirement.

How has Jonathan Willis helped you?

He helped me plan my future and finances for a secure retirement

Have you seen the outcome you were hoping for?

So far I have no complaints and everything is going as planned

What could they have done better?

So far I have no complaints. He has given excellent advice

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Devon

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

Planning for lifestyle changes which included realising the full potential of an occupational pension whilst safeguarding the money for future long term income and protecting our estate wealth for the entire family.

How has Jonathan Willis helped you?

Provided financial planning and pension advice that showed how we could achieve our future goals. Jonathan managed the whole pension transfer process and provides ongoing advice and support.

Have you seen the outcome you were hoping for?

It’s still early days, but so far the products recommended are performing as expected and the ongoing reviews give us the confidence that we can achieve the goals we set out at the beginning of the process.

What could they have done better?

Jonathon provided a lot of information regarding pension plans and how various plans should be linked to a personal risk profile. Some of the information provided could be backed up with hard copy hand outs to allow clients a more thorough understanding.

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Middlesex

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

I had savings that I wanted to invest

How has Jonathan Willis helped you?

He guided me to the right way to invest my money and gave me very good advise.

Have you seen the outcome you were hoping for?

Yes my investment that I took through John is exactly what i wanted

What could they have done better?

No he did everything I wanted

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Bedfordshire

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

I had money in a savings account earning nothing and wanted to have better return for my future comfort and security.

How has Jonathan Willis helped you?

He put together an investment which took a bit more risk than my savings and then we review it each year.

Have you seen the outcome you were hoping for?

The investments have been good. He makes changes at our yearly meetings where they are needed and updates everything for me.

What could they have done better?

Nothing. It makes me feel comfortable knowing that if I did end up in a home I know I would have enough to look after me.

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Investment of funds which sat in savings account and not earning much.

How has Jonathan Willis helped you?

Chatted about what I was saving for. Split the money up into savings and investments taking a cautious approach.

Have you seen the outcome you were hoping for?

Yes and we review every year. Jon always makes sure everything is in order Including my will and power of attorney

What could they have done better?

Nothing really. Even though this is very daunting subject he makes it easy and clear. It is comforting to know we are working together as I would never have been able to get to this stage on my own

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Buckinghamshire

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

To understand how best to provide retirement options.

How has Jonathan Willis helped you?

Explained the options after going through our circumstances to understand our needs

Have you seen the outcome you were hoping for?

Yes

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

we needed advice on investments

How has Jonathan Willis helped you?

He explained the various otions available including areas we had not thought about

Have you seen the outcome you were hoping for?

yes

What could they have done better?

can't think of anything

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Time to get things in order

How has Jonathan Willis helped you?

Thorough in explaining.

Have you seen the outcome you were hoping for?

Hopeful

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Middlesex

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

Approaching pensionable age and needed advice on how best to draw income from my pensions and other investments as well as financial planning.

How has Jonathan Willis helped you?

Helped me to understand how to plan the journey , taking into account my expenses, objectives and needs and advice on inheritance planning . All my plans are on one website which is secure and I have immediate access without having to refer to paper copies. He comes around once a year to explain how my investments are performing and what next steps I should consider in terms of minimising risk and optimising gains from my investments. All in a language that is easy to understand. Extremely patient with any questions you may have and very supportive.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think we cover all of the areas including concerns .

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

I was required to use a financial adviser to transfer my company pension to a new provider. The company pension did not allow for drawdown or other options.

How has Jonathan Willis helped you?

He explained clearly and in simple terms the best options open to me. With his help I was able to choose the best option available to me, this undoubtably saved me money.

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

I'm not sure that there was, I didn't know/understand everything I would be able to do with my pension. He explained everything clearly so it was much easier to understand what my options were. He then arranged everything on my behalf.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Middlesex

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

Had an amount of money and pension.I needed help in knowing what todo with it.

How has Jonathan Willis helped you?

Very professional.Advised the best cause of action with regards to my circumstances.I felt all the advice was in my interest.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

I was looking to get a new mortgage on my main home and then buy a second home which my parents could live in. We also reviewed my pension at the same time.

How has Jonathan Willis helped you?

He sorted the mortgages quickly and efficiently for me.

Have you seen the outcome you were hoping for?

Yes. The house is great and parents are very pleased with the lovely place they are living in.

What could they have done better?

I struggle to find areas Jon could improve in. He was extremely warm, courteous and professional throughout the multiple meetings that we held. He gave me solid, no nonsense advice and I felt extremely confident with both the decisions made and rates secured.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Bedfordshire

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

Inherited some money and wanted options on how to invest it for an income as we were retired

How has Jonathan Willis helped you?

We met with Jon and he offered good advice and have been pleased with the income we have received.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Hertfordshire

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

Money from sale of a house and inheritance from parent.

How has Jonathan Willis helped you?

We first met Jonathan Willis when he was working at Nationwide Building Society and have continued using his services. He has always been prepared to spend time clearly explaining the various ways of investing our money which over several years has proved very successful.

Have you seen the outcome you were hoping for?

Most definitely as I find making best use of my money very confusing he has been a great help and given peace of mind that the best use of my investments has been found.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

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

Wanted some advice around investing in a tax efficient manner.

How has Jonathan Willis helped you?

Jon helped me understand the different tax wrappers on the investment products in more detail.

Have you seen the outcome you were hoping for?

I have indeed

What could they have done better?

To be honest - nothing, he helped me understand it in more detail went through everything and made it easy to understand, Advisers i have seen before often use a lot of jargon, Jon made everything simple!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Doesn’t everyone need one?? - they should if not!

How has Jonathan Willis helped you?

Jon has been brilliant with all forms of financial advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Hertfordshire

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

We were looking towards the future and wanted to make sure our savings were invested in the most cost effective way to enable us to enjoy our retirement.

How has Jonathan Willis helped you?

Jonathan spent a lot of time with us sorting out all our ISA's, various bank and building society accounts and pensions and setting out an investment plan which was suited to our needs.

Have you seen the outcome you were hoping for?

We are pleased to say that the outcome is good and with the annual reviews we update the income and expenditure figures and any adjustments are made to keep us on track.

What could they have done better?

Jonathan has been very good at explaining everything step by step. I am not able to think of anything he could have done better.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Hertfordshire

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

As we approached retirement we thought that organising our savings would be sensible

How has Jonathan Willis helped you?

Johnathan has helped us organise our savings for a number of years, helping us to get regular payments to enhance our retirement. He has also helped us choose sensible investments and arrange trusts to help our children.

Have you seen the outcome you were hoping for?

Yes Jonathan keeps a regular check on our investments to ensure they perform well.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Hertfordshire

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

I needed advice about a couple of private pensions and some savings which were going nowhere.

How has Jonathan Willis helped you?

Jonathan and I spent a long time talking about my financial obligations, requirements and my hoped-for outcomes. He listened thoughtfully, making copious notes in order to help with, what turned out to be, a thorough research. At our next meeting Jonathan patiently explained in plain language the various options available and highlighting the ones that best suited my needs.

Have you seen the outcome you were hoping for?

Although the final decision was mine, I could not have come to it without Jonathan's help and advice. I am absolutely sure that my financial situation is much better than it would have been had I not sought advice.

What could they have done better?

Jonathan could not have done anything better. He was thorough, patient and professional. He was always completely honest with me. I would not hesitate to recommend him.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in London

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

Came into some money.

How has Jonathan Willis helped you?

Jonathan has been my husband and I financial adviser for many years always very professional and friendly and explain very thing to you.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not a thing

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Retirement and recognising the need to plan for a long and happy time ahead(hopefully).

How has Jonathan Willis helped you?

Jonathan’s first steps each year are to take me through my entire financial situation but, just as importantly, he also discusses with me my expectations of how I want to spend both the money and time ahead. His expectations are always to help me make the most of both, within my own attitude to risk.

Have you seen the outcome you were hoping for?

I feel that with his help, each year, I am able to plan for the year ahead while not losing sight of longer term goals/ inevitables. Over the last 7 years I have enjoyed many new adventures, secure in the knowledge that I benefit from secure financial underpinning. The annual reviews are always reassuring but I also know that Jon is available at anytime, should the unexpected happen. Therefore, I enjoy challenges within a worry free retirement. That’s exactly what I hoped for!.

What could they have done better?

Unhelpfully, I have nothing to add here.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Herefordshire

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

Enhance performance and planning for retirement.

How has Jonathan Willis helped you?

He gave clear insight/guidance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

John is very diligent, I tend to find the procedural aspects of his job a bit repetitive, but understand that some elements are prescribed.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Middlesex

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

inherited money from my parents estate.

How has Jonathan Willis helped you?

to select an investment vehicle that monitors our risk profile for our investments. and to be more tax efficient with our savings.

Have you seen the outcome you were hoping for?

in one year our investments did rise.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Retirement.

How has Jonathan Willis helped you?

He has planned everything I required for my future.

Have you seen the outcome you were hoping for?

So far I have.

What could they have done better?

He has been excellent and very helpful

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Hertfordshire

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

I inherited some money and wanted advice on what to do with it.

How has Jonathan Willis helped you?

He has arranged various investments and pensions for me in an understandable portfolio. It did address my goals because we have worked together for many years in building a portfolio to provide for my retirement. Every year we look at projections to see if I am on track to have enough income. He explains everything slowly and articulately. He goes through it slowly and is happy to go over things again. It is also presented in a clear letter and arranged tidily in a folder for me. It is really important that he comes and sees me face to face which he does when ever I need. He is always contactable when I need.

Have you seen the outcome you were hoping for?

Yes I have been happy with what we have done so far. Everything is set out neatly in detailed reports. It would never have crossed my mind that I could do a three day week at work but we looked at detailed forecasts that showed me that this would be possible with the investments that I have accrued. I couldn't do the tax savings personally myself, these would have never crossed my mind either, but having set up multiple plans I have been able to save lots of tax. We reviewed some of my old pensions and tidied all but one into one place with my other investments. We left one because it had some valuable benefits. The main thing is that I have peace of mind about my financial situation and I don't have to worry about anything for the future.

What could they have done better?

A one page summary of what was moved where each year would be useful with a date.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Hertfordshire

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

Having received a redundancy payment at the age of 58, and with both a work and a personal pension I needed to a) work out what financial state I was in and b) look at my options for the future. I chose Jonathan largely because he was based locally and it was easy to get to face-to-face meetings.

How has Jonathan Willis helped you?

After the initial meeting and getting a feel for what I wanted Jonathan approached the process in a very orderly and logical way that I could easily understand. My future spending requirements were forecasted and my current assets assessed. After contacting my two pensions providers Jonathan presented a very comprehensive pack with a recommendation as to the way forward. It differed a little to my initial thoughts on what I should do, but the rationale for this was clearly explained and Jonathan checked that I understood everything before making a final decision.

Have you seen the outcome you were hoping for?

Jonathan selected a firm for me who could provide what I needed, and the process of setting up an account and transferring from a personal pension was incredibly easy under his guidance. I entered this period of my life with some uncertainty and trepidation, but after a few meetings and calls with Jonathan I am now much clearer as to my financial position and looking forward with confidence, knowing that he is available for any follow-up advice. I would have no hesitation in recommending Jonathan for anyone seeking a similar service.

What could they have done better?

Everything went very smoothly, and just as I had hoped. The reason for only 4/5 stars on value for money was because I did not compare prices with any other advisers. Having said that, I feel the advice I received was value for money. The fee structure was explained clearly early on and at no point did I feel that I was being pushed into paying for something I didn’t need.