Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 1 )

Pensions ( 4 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 5 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 1 )

Client reviews

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Julian

I was not contacted.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Worcestershire

How has Julian Sutton helped you?

Julian has been extremely diligent and accurate in assessing my needs when I came to him approx. 2.5 years ago when, to be honest, my financial advice and confidence was a bit in disarray ! - He very quickly organised and recommended what has so far proven to be a very positive and worthwhile plan which has turned around and remedied the situation to the best of ability.

What could they have done better?

Very difficult to find anything that he could do better ! ....Perhaps a "little" more time taken at meetings in explaining the mechanics of what we are doing ( not that I need to know all the detail - as he and his team have it under control ) I just find it sometimes difficult to explain to others what I am doing ( eg wife !!)

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Gloucestershire

How has Julian Sutton helped you?

Julian has given my good and sensible advice in a straight forward and down to earth way

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Worcestershire

How has Julian Sutton helped you?

The advice provide is clear and easily digested and Julian Sutton manner is very professional.

What could they have done better?

I have been very pleased with the service provided by Julian Sutton over the years.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Worcestershire

How has Julian Sutton helped you?

Very good advice and explained well

What could they have done better?

Would appreciate some communication ie a newsletter giving general updates on global financial situation

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Gloucestershire

How has Julian Sutton helped you?

From the outset it was clear that Julian understood what I wanted, which was income and I did not want to hang about!. He swiftly came up with some suggestions which we discussed within a week. He actioned this immediately I authorised it. He was completely clear about charges from the beginning. He is always available to answer queries and sort out problems even ones not of his making, like why can't I get onto the providers website! He and his staff are polite and friendly, a pleasure to deal with, he even understands Welsh rugby! I thoroughly recommend him and his team.

What could they have done better?

From my perspective, nothing.