Outwoods Financial Planning - Burton-on-Trent

Trevor W.

Jon gave clear and concise information regarding my finances and options available. I will be going through the finer details with Jon again early in the new year. I would certainly recommend them if you want to navigate the minefield of pensions etc and want straight, honest and no nonsense advice.

Louise W.

Highly, highly recommend Jonathan and Elliot at Outwoods. We met Jonathan at a critical moment in our financial journey, and through his direct but patient approach, not only did we receive excellent practical advise, that helped us navigate the situation. We have also received wisdom and inspiration, that helped shift our mindsets. "Above and beyond" is how I'd describe the company. Excellent.

Lee K.

Very pleased with the timely service I received from JC. Following an initial in depth discussion, JC walked me through the management of my affairs and helped me understand some complicated concepts. Thanks again

Jo C.

Jon was recommended to us and with good reason. Our visit was unhurried and although professional Jon was very approachable and down to earth, we were able to understand his advice clearly, he also gave us some sound guidance regarding where we go from here. We will certainly use Jon again for any financial advice and wouldn't hesitate to recommend him. Thanks Jon

Dominic

As someone who is new to the world of pensions, I was a bit overwhelmed by all the jargon and options out there. But Jon’s guidance was really helpful, and he made the process feel much more manageable and less intimidating.

Jon took the time to explain everything to me in a way that was easy to understand.His expertise gave me the confidence to make informed decisions about my financial future.

Overall, I'm extremely happy with the service Jon provided me with, and I wouldn't hesitate to recommend him to anyone who needs expert pension advice.

Paul C.

Jon has been my financial adviser for a number of years now and I can highly recommend him to anyone who is looking for an advisor. He is always on hand to offer sound and practical financial advise and unlike other advisors will regularly get in touch to see if everything is ok. Very approachable, straight talking and has a good sense of humour. You always feel that Jon's priority is what is right for you. Thank you Jon.

Paul P.

My wife and I arranged a meeting with Jon and he talked us through both of our pension options, he is very knowledgeable and a friendly person to trust, exactly what you need, when dealing with the mine field such as pensions, thanks again Jon, for all your help and advice. Paul and Suzie.

Andy J.

John has been a God send to me and my wife. We like most people have various pensions and not knowing what to do with them. We contacted our various pension companies for advice but got no where. We then contacted John and arranged a meeting with him. He sat down went through our documents and gave us information that we didn't even know about which should have been given by our pension companies. Thanks to him he's now helped us financially for our future. I can honestly say that he is the most friendliest, honest and knowledgeable person you'll ever meet. We now see John as our friend and not as an advisor. I would most definitely recommend his services.
Thanks for all your time John it's much appreciated.
Andy & Dawn Joyce