AW Financial Management LLP

Required an overall of financial circumstances and advice on how to proceed in the future with pensions, investments and debt management. Jon French following an initial consultation meeting produced a detailed report which included pensions advice coupled with long term cash flow and debt management advice for me and my wife. We have changed pension providers and have received cash lump sum payouts to clear our outstanding debts thereby freeing up cash flow enabling me to pay additional premiums to my new pensions provider. I am not aware at this time that Jon French could have done any better.

Jon is a very well informed professional who reviewed our financial situation thoroughly and then proposed numerous options for our future financial planning. He is very approachable and has a lot of patience and explained all the necessary points about pensions very clearly. I would recommend Jon to anyone with hesitation.

Jon is particularly good at explaining investments in laymen's terms and also very good with written summaries of discussions. All conversations, both face to face and by phone are very thorough and helpful. All correspondence is extremely clear and all the support staff are very efficient. Various options were considered and explained and I was able to make informed decisions based on advice given.

Following a full duscussion about out financial position we felt that Jon was very thorough with setting out all our options for pension provision. The first meeting was free and the full costs were set out should we decide to go ahead with his services. We were kept informed every step of the way and all options explained to us at another meeting once all the fact and figures had been obtained from the various all pensions we had and we could make a decision what would be the best way to secure some financial security for the future in retirement. Jon was there to answer our queries the work was done very quickly and efficiently and we feel confident we made the best provision we could with what we had. Time will tell but at the moment we feel we were given good honest advice to enable us to make the right choices

Jon gives advice in a very concise and energetic manner, but is happy to persist in explaining technical issues in ways that are fully understandable to the layman. He will also provide progress reports on pending matters without being prompted thus saving busy clients time.

Jon invested time and effort to fully understand my situation and explain the various options available to me. Acts with professionalism and integrity. Delivers on promises. Has a trustworthy manner.

Jon is an extremely good communicator and I felt confident that he understood my needs. He did not have the attitude that others have had in regard to my lack of understanding or knowledge. I appreciated the sense of humour. I am very happy, the quality of the advice has yet to be seen but I am much happier that somebody with more understanding than myself has an eye on my small pot.

My advisor keeps me fully updated and informed of all necessary and recommended changes to my investments. My advisor is very patient and explains matters in layman's terms for me and I have complete confidence in him.

Jon is very patient especially as my knowledge is very basic. Spent time establishing my goals and the level of risk I was prepared to take. Very efficient in researching and giving a detailed report. Respected and acknowledged my ethical views when investments were chosen. Communicated the findings clearly and calmly. Always available for questions.