Will Ward Independent Financial Adviser Financial Service in Stone

Reviews

1. Richard Hudson ★★★★★

   I’ve been using Will for about 4 years now, and I wouldn't hesitate to recommend him to anybody looking for financial advice. He is a true professional with a wealth of knowledge. He has always got my best interests at heart and is very personable. An annual review is a worthwhile exercise, but he’s always available to offer additional support where and when necessary. Thanks Will.

   almost 7 months ago
2. Julie Whittingham ★★★★★

   If you are looking for financial advice then I highly recommend you use Will’s services. I was first introduced to Will about three years ago via a recommendation from my previous financial adviser who was retiring. Putting your trust in someone new can be daunting but having met Will my concerns soon evaporated. Will is fully invested and took the time to properly get to know me and to learn what my current and future requirements were. By doing so he was able to advise and steer me through the best options available and thoroughly explained the tax implications. At my annual review meetings he meticulously goes through my portfolios performance and furnishes me with the tools to independently check on their performance throughout the year should I wish to do so. In addition to Will’s financial advice I’ve also used his services to set up LPAs for my parents. During the meetings he was compassionate and extremely respectful to my parents needs. It was invaluable to have an independent person assist in completing all of the paperwork. I have every confidence in recommending Will’s services and should you decide to go with him you will definitely be in a safe pair of hands and have no regrets. All you have to do is take that initial leap of faith and you’ll soon learn it was the best decision you could have made.

   almost 8 months ago
3. Barry Poole ★★★★★

   Will has transformed my life actually, as he has enabled me to consolidate my pensions (including Final Salary Pension) in order that I could retire at aged 60 ! I can highly recommend Will as a first rate financial advisor who goes above and beyond to help you realise your true worth. Will is very down to earth and extremely professional in all aspects of his work.

   almost 8 months ago

1. david richardson ★★★★★

   We first met Will at quite a low time in our lives due to a cancer diagnosis which had forced me to finish work at 63. My pensions were in a mess to say the least. I had numerous company pensions and a private one too. Will went through everything meticulously, advising a flexi drawdown scheme, explaining every step and making sure we fully understood. As a result of all his hard work we are living very comfortable in the knowledge that everything is in good hands and doing really well. We have a yearly review and go through the performance of the investments. We know we can contact Will at anytime if we have any concerns and he will always help. Will is a genuine, friendly guy and would recommend him to family and friends without hesitation.

   almost 8 months ago
2. Smaki ★★★★★

   I am very satisfied with the service and advice provided by Will, which enabled me to position my pensions to return best value. He gave all the time I needed to talk through the process and my options so that I made the best informed decisions for my family. I fully recomend Will to anyone wishing to understand and manage their financial situation to provide the best arrangemnts for the future.

   almost 8 months ago
3. Stephen Williamson ★★★★★

   We have been supported by Will Ward for some 4 - 5 years and have found him to be very helpful and extremely knowledgeable. I wanted someone local and found Will via the IFA searches I did. Very happy with our working relationship and would highly recommend Will Ward to anyone.

   almost 3 years ago

1. Lesley Fowler ★★★★★

   We have known Will for many years and trust him implicitly, he has sorted our pensions , recently moving it to a better option which will give us far more of an income. He has done our wills for us , also Lasting Power of Attorneys. We rate Will very highly as a Financial Advisor, and also a friend. We would recommend him to anyone

   almost 3 years ago
2. Dave Berrisford ★★★★★

   Will is a genuinely nice guy, with a great knowledge of pensions. I was looking for pension advice following redundancy in 2021, and we looked into various options and decided on a way forward. So far, so good, and I'm really pleased with the service from Will.

   almost 3 years ago
3. Gary Richards ★★★★★

   I highly rate Will Ward & his/unbiased Independent Financial/Pension advice. They've helped me to sort out my old pensions & combine them , Will has also help to sort my brothers pensions. It's good to know everything is organised for the future whilst looking at retirement. Thanks again Gaz

   almost 3 years ago

1. Mike Arnold ★★★★★

   Previous bad experiences with financial advisors left me wary, however Will has been exceptional in his help, guidance and advise. Wouldn't hesitate to recommend him to anyone.

   almost 3 years ago

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