Denise from Rickmansworth
I had several work pensions which I wanted to consolidate and use in a way that would give me a monthly income without losing its potential for growth. I knew that I did not have the knowledge or experience to do this myself. After many hours of research Jonathan explained, with infinite patience, every step we were taking, making sure I understood and, more importantly, agreed with the strategies and outcomes.
Jonathan Willis is a personable young man who takes his work seriously and always tries to do his absolute best for his clients. I would not hesitate to recommend him.
Chris from Macclesfield
The process of pension transfer has proven to be very complex, challenging to understand and therefore daunting. Jonathan, without hesitation, has made himself available to me whenever I’ve needed. He’s patiently addressed my questions and taken the time to regularly checkpoint with me to ensure that I feel fully informed and confident in my thinking. At the same time, he’s managed the liaison with my existing pension provider to facilitate the process for me from end to end. His hand-holding has made the path to pension transfer remarkably smooth compared to what otherwise would have been a major challenge and I’m very grateful to him. I do not hesitate to recommend him.
John from Croxley Green
Approaching retirement, the prospect of consolidating the various pension pots accrued during my employment presented me with a difficult challenge.
I was fortunate in that I had an expert on my side, Jonathan Willis, ensured that any benefits within the existing funds were retained while consolidating my various pension funds into a visible and easy to manage fund that overall will produce the return I need in the years ahead. A problem solved due to the professional approach and expertise shown at each stage of the process.
Sue from Hampstead
Jonathan Willis has been good at explaining the purpose of savings & helped me to relate this to the goals I want to achieve.
Before meeting Jonathan & using the advisory service of which he is a part, I did not have any clear goals & simply thought ‘saving & investing was a good principle’ but he has helped me to clarify the end purpose (- why & when I want my funds to be available & my attitude to risk) & thus, he has helped me clarify my goals.
He has a professional approach & has explained matters of investment so that I feel better informed & confident that he is careful & professional in making recommendations that suit my financial circumstances.
Peter & Yvonne from Luton
We have always found him very sincere and helpful in dealing with our investments.
He has great knowledge of the current financial situation and is very clear when explaining it, plus he is always available to answer any queries we may have.
Roger & Lavinia from Rickmansworth
We have found Jonathan over several years an extremely helpful, patient and understanding adviser always putting us at our ease with his explanations he soon becomes an indispensable friend constantly amazing us at his understanding of tax issues and has greatly helped us make much better use of our savings which would otherwise sit in low interest bank accounts, enabling two pensioners on fixed incomes greater financial freedom. Jonathan has the ability to explain financial options in a very understandable manner.
Tony from Rickmansworth
I just want to record my appreciation for all the work that you put in setting up the Trust. Your knowledge and clear explanation was most helpful to me and my family through all the negotiations. I particularly was very grateful for the help you gave me dealing with the telephone calls required to release funds which because of my hearing problems can be difficult. I look forward to working with you in the future.
Steve & Sheila Watford
We had reached a time in our lives when our children were independent and we were looking for a new challenge in our lives.
We thought that if we investigated the possibility of releasing some of the equity tied up in a Final Salary Pension Scheme, that may give us the necessary funds for our lifestyle change.
Seeking the correct advice would be crucial to our plans, and having had no previous experience of how the Financial Advice services worked, it was really important for us to find someone who we could trust to give independent advice and financial planning specific to our needs.
After meeting Jonathon, we warmed to his engaging personality and sense of humour, which coupled with his detailed planning methods and knowledge of the Pension markets, gave us someone we could trust and would recommend to others.
Previously my investments were held by a well-known high street building society, but finding that they showed no personal interest in me, or helping to review my investments I decided to try another approach, which is when I met Jonathan.
Six years after meeting him I have never looked back. He has helped me to consolidate two pensions which was impossible for me to do on my own.
He has also:-
- Dealt with all the administration and correspondence.
- Helped me make more use of my tax allowance.
- Saved me considerable amounts of tax when I did not know these allowances existed.
- Managed to lower costs when L&G raised their prices.
- Combined everything into a manageable portfolio which is easy to understand.
- Being not very financially minded he always explains things to me in a clear and concise fashion.
- He is always available if I need him, and visits my home which is so convenient.
- There has never been any “hard sell” and I am never rushed into decisions.
- Jonathan is always interested in my life and not just my money!
- When I wanted to know if I could reduce my working hours to improve my quality of life without financial worries, Jonathan showed that not only was this possible but I could even think of retiring at the age of 59.
In the six years since I have known Jonathan he has become a loyal and trusted friend, and all in all is a thoroughly “good egg”! I hope to continue our relationship for many years to come.