We are delighted to announce that John Wilkinson, managing director at Simple Financial Advice, has been named as a 2022 VouchedFor Top Rated adviser.

VouchedFor identifies the UK’s best financial advisers based on client feedback, and is the UK’s leading review site for financial planners thanks to its easy to use online system.

Typically, reviews are completed by verified clients, as this provides the most accurate feedback from those who have first-hand experience.

Feedback is based on three key criteria: service, advice given and value. These are then used to create an overall score out of five stars for each and every adviser.

John scored 4.7 out of 5

We are extremely proud that John scored 4.7 out of 5, something that demonstrates his dedication to providing excellent service and high-quality financial advice.

“I’m extremely proud to have been named as a VouchedFor Top Rated Adviser, and would like to thank everyone who left a review, both for their time and generous words,” said John.

“As a financial adviser, I’m always pleased to hear that the work I do makes a difference, whether that’s providing financial peace of mind or ensuring clients can maintain their lifestyle in retirement.”

Key to John’s success is the team here at Simple Financial Advice. Thanks to everyone’s diligence, experience and dedication to excellence, John can provide the best possible outcomes for clients.

This is the same for Simple’s pension and tax specialists, Steve Davis and Mark Thewlis.

Rest assured, we will not be resting on our laurels. We will continue to look for ways to improve our service even further, to ensure clients continue to receive excellent advice and value for money.

Please tell us your thoughts

As we rely on feedback to understand whether we’re providing the excellent service we aim to deliver, we’re always keen to know your thoughts. If you’re happy to leave a review please do so – we would be very grateful.

The process takes less than 10 minutes and is very simple. Just visit VouchedFor, find your adviser and you’ll be taken to their profile. From there, scroll down and click the “Leave Review” button and follow the on-screen instructions.

We’d like to thank you in advance for your time in leaving a review, not only does it help us, but it also provides the team with a huge morale boost.

What John’s clients are saying

John has been rated 4.7 out of 5 stars, following 21 reviews. While you can click here to find out what his clients have said, below are some of our favourite client reviews for John:

“John and the team at Simple Financial Advice helped me understand what my options were, after identifying what my attitude to investment risk was. They recommended actions to be taken and did most of the heavy lifting associated with the transfer and consolidation of my retirement funds. Following my retirement, they arranged a regular drawdown and have carried out regular reviews of my investment’s performance, and advised changes as my investment risk profile matured. They have responded quickly to any queries I have raised even during the times that everyone was working from home. I found the emails that John sends out on the state of the investment market very informative, especially during the times we have all been through recently.”

“John has been thorough and given excellent advice on investment opportunities. His personal and professional approach have given us confidence and enabled us to have a much clearer picture of our financial future. With John’s help we have also resolved other financial issues such as Inheritance Tax planning.”

Get in touch

If you would like to discuss your retirement plans, pensions or wider wealth, please contact us by calling 0800 434 6337.