We have provided bespoke financial advice to many different types of people and our clients include grandparents, pensioners, young professionals, families, newlyweds, first time buyers, divorcees, widowers, pre-retirees, business owners and many others.
Please take a look below at what our current customers say about our professional financial advice. We always feel one of the best ways to learn more about a service is to read what their customers say. Who better to give you an unbiased opinion?
Sarah Keig:
I have been a client of Julie’s for over three years and she handles all of my financial planning. I have always found her to be friendly, helpful and extremely professional. Whenever I have any questions or queries she responds very quickly. I am very happy with her advice and the service that she has provided to me. I am more than happy to recommend her to my friends and family.
Catherine Waldeck:
Julie has been my financial adviser for several years now. Her advice is always very professional. She was especially helpful when I broke up with my ex partner of seven years. It was great to be able to speak to a woman who understood what I was going through and could arrange my finances, including sorting out our joint mortgage, during a difficult period of time.
Alex Jenkinson:
Over the last five years Julie has provided both my husband and I with practical and insightful financial advice which she explains in plain English. Julie really takes the time to get to know your particular situation and then provides a tailored solution and she goes that extra mile which you just don’t get with large institutions. Over the last 14 months I have introduced Julie to four close friends and family and they too have been impressed with her advice and professional service.
Sue Cooper:
I met Julie a few months ago. It had been almost 10 years since anyone had looked at my finances and it was all bewildering to me! I had reservations about someone I didn’t know coming to my house as I live by myself and like someone else to be around when anyone comes to do anything. I got to know Julie and felt comfortable in having a review with her. Having a female adviser was good and Julie put me at ease very quickly. It was helpful having a city centre office I could go to after work and convenient for my busy schedule that she could see me on an evening too!
Steve Reed:
I contacted Julie for a financial review as I was struggling to understand if various policies I had taken out over the years were still the right ones for me. I was impressed with her knowledge of the marketplace, and her friendly and straightforward approach. Julie has now enabled me to restructure my finances and my family and I are already enjoying the benefits and security this has given us.
Matthew & Lisa Tipping:
Julie organised our remortgage a few years ago and has been on hand to guide us through the changes in the meantime. We went onto a 5 year fixed but needed to keep in touch with market changes as we may move at some point and try and port our mortgage with us. I have also recommended Julie to colleagues’ who have also gone on to use her advice too.
Alice Proctor:
Liam and I came to Julie over four years ago when we were buying a flat. She helped us to find the best mortgage for us and made the paper work easy to understand and a lot less scary!
Since then she has also sorted out our life insurance policies, home insurance and critical illness cover. I wouldn’t ever go to anyone else now. Not only does she know exactly what she is talking about, she spends time making sure that she only find the best policies to show you rather than wasting your time with something that you wouldn’t want. She spends time really getting to know and understand you so that she knows exactly what you are looking for. I have recommended her to friends and family, many of whom now use her too. I would definitely recommend her to anyone looking for a financial adviser.
