Jonathan Willis

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

Lack of personal planning knowledge. Inheritance Tax planning & Wills etc

How has Jonathan Willis helped you?

Very much so. He went beyond the initial brief and has assisted in organising our finances and we are now worry free

Have you seen the outcome you were hoping for?

Yes! Very comfortable with the outcome

What could they have done better?

Nothing comes to mind

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

Jonathan has been our fiancial adviser for the last four years. My husband and I went to see Jon to look into our finacial situation after my husband was diagnosed with Sarcoma.

How has Jonathan Willis helped you?

Jon reassured us that we were in good position and not to worry on the finance side but went through our needs and wishes for the near term. He reviewed our portfolio and gave solid advise on how to optimise our assets from IHT and future tax burdens.

Have you seen the outcome you were hoping for?

Definitely. He is very active in speeding up the whole process and using the latest tools, he immediately actioned and put our requests and wishes into the system.

What could they have done better?

Jon is always improving on the systems he uses and constantly learning to keep upto speed with the everchanging regulations and policies. He has a good supporting team especially PIA.

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

Forward financial planning and aim of reducing IHT

How has Jonathan Willis helped you?

Given advice, suggestions. Patiently explained best options

Have you seen the outcome you were hoping for?

Lots of help in setting up. This is a very recent action. Pleased and confident so far

What could they have done better?

Nothing I can think of

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.

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.