Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 3 )

Pensions ( 19 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 4 )

Auto Enrolment ( 1 )

Investments and Savings ( 13 )

Pension Transfers - Non Specialist ( 1 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 10 )

£100k - £200k ( 1 )

Up to £50k ( 1 )

£50k - 100k ( 1 )

Client reviews

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Tracey

Too much paperwork required before we could start

Tracey's reply

I am disappointed with this 2 star review. The individual concerned wanted an Inheritance Tax review but was not prepared to disclose any information on his assets making it actually impossible to give any guidance. I also did not get to speak to the individual concerned as he wanted to deal exclusively by email making it difficult to engage and in fact no conversation about fees even took place as we never met so to say I was not clear on fees either is unfair as I had no idea what planning the individual needed (if any). You would not turn up at a garage and expect a mechanic to fix your car and quote you the cost of doing so without even looking at the engine, however this individual expected me to give guidance on Inheritance Tax which is a complex area of advice without giving me ANY background knowledge . Based upon other reviews I hope that people will see that I genuinely care about my clients and want to help and this review is not at all indicative of the level of service that I provide.

Review from verified client

July, 2015

Overall

Value

Service

Advice

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

My previous FA retired.

How has Tracey Evans helped you?

Tracy took over from my old FA and has updated my pension planning.

Have you seen the outcome you were hoping for?

My pension is up to date. Yes.

What could they have done better?

Nothing.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Having decided to take early retirement (or a career break!), and with a number of different pension schemes in place, I needed advice on whether my current schemes were my best options, and to establish my options for drawing down income from my defined contribution scheme. I was also planning to take some of my DC scheme as a tax free lump sum but needed to be flexible as my earnings going forward are difficult to predict! The government changes to pensions legislation threw in a few more variables as well!.

How has Tracey Evans helped you?

Tracey was a massive help in reviewing my pension arrangements, explaining the options for drawdown and coming up with recommendations for greatly improving my choice of investment funds. I learned more about the way that the new regulations worked and she came up with much better options for releasing income and tax free sums from my defined contribution scheme. She did a great job in challenging my initial plans and approach to investment risk, and came up with a better way of achieving the same goals. Critically, she did make a great job of explaining a complex situation very clearly.

Have you seen the outcome you were hoping for?

So far so good! Everything is panning out the way she predicted and I am delighted with the outcome. My situation is still fluid and I am currently in the process of starting up a new business. The way that Tracey advised me to structure my pension has been a massive help in what looks to be a significant period of volatile earnings!.

What could they have done better?

I honestly can't think of anything. I was tempted to say charge lower fees, as these always seem high when advisers spell them out. As Tracey did very clearly. But the reality is I think she has been great value for money and her frank advice over my previous choice of investment funds, in what has been a volatile stock market, has saved me many times what she has charged. All of the staff at Juno have been great - all are very helpful in efficient. So in summary, her service has been faultless for me.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Dissatisfied with the service I had been receiving from my bank.

How has Tracey Evans helped you?

Advised how she could help to reorganise my investments, with a more reasonable cost basis and a personal service.

Have you seen the outcome you were hoping for?

Only six months has elapsed since the transfer, so too early to judge the performance of the revised portfolio.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Divorce and needed advice on investing a sum acquired from a pension share.

How has Tracey Evans helped you?

She made sure she knew what sort of risks I'd be comfortable with and will help me plan for the future by showing me how different financial options will allow me to live.

Have you seen the outcome you were hoping for?

I'm only at the beginning of the process.

What could they have done better?

Nothing really.

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Tracey

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Tracey

First impression from a user who is not yet a client

September, 2014

Overall

Please provide a brief comment about your experience with Tracey

Tracey provided expert pension advice, clearly explaining the pros and cons of various options in a friendly and professional manner, while allowing me to make the final decisions. An excellent service.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Tracey Evans helped you?

Tracey has been advising me on my pension, I have found her to be extremely helpful and efficient.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Essex

How has Tracey Evans helped you?

Tracey is a perfect blend of expertise, enperience, integrity, explains this with clarity and simplicity, and is just a jolly nice person to deal with.

What could they have done better?

Nothing. She really is the best in the business.

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with Tracey

felt confident in her abilities and professionalism.

First impression from a user who is not yet a client

February, 2014

Overall

Please provide a brief comment about your experience with Tracey

Tracey was clear and professional whilst remaining friendly. We will be using her again and have no hesitation in recommending her.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Tracey Evans helped you?

Always gets back straight away with any queries I have, is very understanding and has an excellent knowledge of her work.

What could they have done better?

Tracey is very personable and takes great care to ensure she explains in full detail the service she is providing, however many questions and concerns I have.

First impression from a user who is not yet a client

January, 2014

Overall

Please provide a brief comment about your experience with Tracey

impressed

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Tracey

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Tracey Evans helped you?

Tracey is an excellent and proactive advisor I have known for over 15 years and she remains as fresh and as interested as she was then.

What could they have done better?

N/a

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Tracey Evans helped you?

She has worked for me for years,understands my business and gives prompt good advice

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Tracey Evans helped you?

I first met Tracey at a time when I was extremely fragile, going through a divorce. She was amazing always professional but caring and patient as I struggled to get my head around my finances . After 30years of my husband dealing with all of our financial needs I was a true novice! Thank you Tracey and your lovely team.

What could they have done better?

Nothing better just don't change.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Tracey Evans helped you?

Tracey Evans has been my FA since the 80's and in that long association I have enjoyed a frank informed and patient dialogue. I would say that she is well qualified and knowledgeable about Financial matters and has always given sound advice which has stood the test of time. She is particularly tactful in keeping my more risky investment ideas in check for which I have been very grateful for on more than one occasion.

What could they have done better?

Over the 25 years there's not much now to say here. But perhaps because financial things move more quickly nowadays I would like 6 monthly reviews maybe for shorted time in place of the present 12 monthly. One other great advantage to me would be to have a one stop shop which included accountancy, legal as well as financial advice.

First impression from a user who is not yet a client

September, 2013

Overall

Please provide a brief comment about your experience with Tracey

Tracey's reply

I am disappointed with the 2 star first impression left by this individual who I contacted within 30 minutes of the enquiry coming through. I even offered an initial no obligation meeting at my own cost at the individual's home to accommodate his needs which was a 30 minute drive away from our office. A meeting was scheduled and I sent through details of how we work and details of our charging structure as requested. Unfortunately the individual felt that our charges were double what other advisers would charge so cancelled this meeting. I would mention that our fees are on par with other advisers who are qualified to a similar level in our geographical location. I therefore consider this 2 star first impression to be rather harsh when I contacted the individual promptly. Further more this is not in keeping with other reviews I have had which have always been positive so would hope that anyone reviewing this entry would take this into account.

First impression from a user who is not yet a client

August, 2013

Overall

Please provide a brief comment about your experience with Tracey

Delightful lady, very down to earth and honest.

First impression from a user who is not yet a client

August, 2013

Overall

Please provide a brief comment about your experience with Tracey

Tracey, was open, warm, friendly but professional and made her explanations very clear.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Tracey Evans helped you?

Gives clear, concise and accurate advice

What could they have done better?

I'm struggling to think of what she could do better!

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Tracey Evans helped you?

Tracey has restored our confidence in 'Financial Advisers'. Informing us of our options and advising us in away that is understandable and friendly. She is always happy to help and is easily contactable when you have any questions.

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Tracey Evans helped you?

Tracey is very approachable, her advice is given willingly and she fully understood my requirements at our first meeting. Her explanation and presentation of the available pension options was made clearly and concisely. I was impressed by Tracey's professionalism which gives me great confidence in her ability to look after my future financial needs.

What could they have done better?

Too early to make a judgement being a relatively new client.

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Tracey Evans helped you?

Tracey displays wide and constructive knowledge of her profession. She listens, is open and approachable, has endless patience in explaining fine detail and is never patronising. Meetings are never boring and I actively look forward to planning sessions with her!

What could they have done better?

I have not been a client for long enough to make comment here. All advice to date has been excellent.

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Tracey Evans helped you?

Tracey has acted for me for nearly two years. I was impressed with the thoroughness of the initial (and ongoing) assessment of my current financial status, the spread of my investments, my risk appetite, and particularly making me think about my short and medium term future personal plans, as this is what personal financial planning should be about, as she quite correctly pointed out. Her flexibility over meeting arrangements proved to be very convenient to me, and I am grateful for her proactivity in determining a specific opportunity to help me to reduce my tax liability. Her advice has proved sound so far, and was robust enough to accommodate an unexpected change of career. Finally, her team's management of the transfer of my pension funds seemed to make it go through very smoothly.

What could they have done better?

Minor points really. With hindsight, as a complete novice to IFA managed investments, I personally could have benefitted with a very detailed timetable of the process for the rebates of charges and loyalty bonuses etc, in the form of a Guide for Dummies. It would also have helped me to have had a detailed description of what counts as "relevant UK earnings" that forms maximum pension contribution on which an individual can get personal tax relief, particularly when I moved from 37+ years as a salaried PAYE earner, to the somewhat different world of a sole trader.

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in Bedfordshire

How has Tracey Evans helped you?

Readily accessible for all needs Advice on pension drawdown, its risk and benefits and at what point this method becomes viable. Identification of professionals who can implement plans such as writing a will, power of attorney, and investing pension pot. Assessing our needs and exploring the various options available to us. This has enabled us review our initial thoughts. make changes as required, and proceed with confidence. This has certainly helped with our lifestyle outlook and implementation. She listens and understands our needs.

What could they have done better?

Travel insurance is not a speciality but that was stated when I made my initial enquiry so no complaint there.

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Tracey Evans helped you?

Listens and acts on information given by the client, does not push you into a pre-formed idea of her own.

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in Buckinghamshire

How has Tracey Evans helped you?

Tracy, is very helpful in all aspects of my financial planning. She listens to what is required, and then offers various options to achieve this with no pressure and advising of any ups or downs on the options to enable me to make the best decision with her advice. Tracy also advises in full any of the costs, and explains in detail these costs. She is also very aware of my personal situation and will advise of any changes that might be required.

What could they have done better?

In my opinion I do not think there is anything lacking in Tracy's or her teams communication and advice she gives me.

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Tracey Evans helped you?

Listerns to your requests/requirements and then advises the various options available for you to choose from

What could they have done better?

Not a lot more as the service provided thus far has been excellent

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in East Sussex

How has Tracey Evans helped you?

My wife have really valued the help and advice offered by Tracey. Tracey has helped us plan and organize early retirement. Having struggled on for years worrying if we were making the right choices for our savings. Tracey took time and effort to get to know us and our personal preferences. Having been stressed for several years worrying about our finances, we can say for the first time in a long time we feel relaxed about both our finances and our future and can get on and enjoy ourselves.