Julia Constable-Jones

The Financial Planning Practice Ltd

Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 5 )

Pensions ( 6 )

Equity Release ( 1 )

Investments and Savings ( 10 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 2 )

£50k - 100k ( 3 )

Up to £50k ( 3 )

Client reviews

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Julia

Have not heard from her!

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Carmarthenshire

How has Julia Constable-Jones helped you?

The explanation of everything was fantastic and the different options Ithat were available for me. Everything was explained in detail and I was extremely happy with the complete service.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Carmarthenshire

How has Julia Constable-Jones helped you?

Our advisor gave us advice in a professional manner, making sure we understood all that was going on. It was also delivered in a friendly manner

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Carmarthenshire

How has Julia Constable-Jones helped you?

Julia has a gentle but confident manner.She is always positive,encouraging yet realistic.Her warm welcome and generous hospitality puts me at ease and enables me to comfortably share with her, assess my present situation and set realistic targets and goals for my future. I trust her to always to always research and provide the best possible advice for me.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Julia Constable-Jones helped you?

Excellent friendly advice and service.

First impression from a user who is not yet a client

August, 2014

Overall

Please provide a brief comment about your experience with Julia

I had ask for email initial contact and got call next day and was asked to give info by an assistant at 9 am. No mention that Julia is on sick leave. Then another adviser contacted me, still no mention about sick leave, so I ask why Julia is not contact

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Carmarthenshire

How has Julia Constable-Jones helped you?

Julia is very professional in her job and explains everything to you wonderfully. Julia helps us understand exactly what's what. Very happy and pleased with julia and the company.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Julia Constable-Jones helped you?

Julia first advised me around 14 years ago. She now reviews my situation on an annual basis. I have always found that she has given good advice and I feel that she is very trustworthy. I would have no hesitation in recommending her and her practice to others.

What could they have done better?

No obvious suggestions. If she is unsure of anything , she will seek advice and report back to me.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Carmarthenshire

How has Julia Constable-Jones helped you?

Communication- keeping us informed every step of the way.The ability to explain procedures in layman's terms and always available to give advise.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Julia Constable-Jones helped you?

Explains my options

What could they have done better?

discuss alternative investments

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Carmarthenshire

How has Julia Constable-Jones helped you?

Julia has been our adviser for the last two years, although we have been with the practice for 15 years. She continues to give the same excellent service we had come to expect; she and her colleagues are always accessible online or by phone and respond to any queries promptly. It is no exaggeration to say that, from a financial planning point of view, seeking and receiving advice from FPP was life-changing. Julia has a thorough understanding of our financial needs and attitudes to risk re. investment, and also our aspirations for pensions. Options are clearly, patiently and professionally explained. All charges are clearly outlined. A comprehensive portfolio is provided annually, or more often if requested. Investments have performed well and FPP has given sound advice re. any changes/amendments required.

What could they have done better?

The only reason we have not given 5 stars for quality of service is because, at present, our portfolio is not accessible online.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Carmarthenshire

How has Julia Constable-Jones helped you?

Both Julia and Geraint have always been both professional and approachable in their manner. Always explaining each product available and advising us well . I always feel comfortable and confident in asking and taking their advice . We have been clients for about 10 years and will continue to use them and their excellent team.

What could they have done better?

I think an email at regular intervals 4 or 6 monthly asking if you need any advice, as some products send bi annual statements that might need explaining.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Cardiff

How has Julia Constable-Jones helped you?

Good understanding of my situation. Patience in explaining.

What could they have done better?

Can't think of anything.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Carmarthenshire

How has Julia Constable-Jones helped you?

Julia has a very warm and welcoming personality which I feel is important because for many discussing financial matters can be a very emotive subject I quickly discovered that Julia has a very in depth knowledge of how the financial market works, she researches her products well and is always able to answer any questions. I also came away with a very clear impression that Julia loves her work. She has a great quiet strength about her and I trust her integrity implicitly. Julia is always able to,outline to me the various options that are open to me when choosing products. She is very patient and never tires of having to repeat information that has already been given.

What could they have done better?

Not to be too hard on herself. An example from me would be is that I don't enjoy talking about money matters and Julia does put me at ease. Sometimes I might ask the same question several times, Julia is patient with her responses but it's not always because she hasn't explained herself. Sometimes it's me. She puts the client at ease.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Carmarthenshire

How has Julia Constable-Jones helped you?

JULIA IS AN EXCELLENT ADVISER. SHE IS HONEST, KNOWLEDGEABLE, RELIABLE AND ALWAYS FINDS THE EXACT PRODUCT FOR OUR NEEDS. SHE IS NOT OUT TO DECEIVE ANYONE, BUT REALLY CARES ABOUT HER CLIENTS. JULIA HAS BEEN OUR FINANCIAL ADVISER FOR MANY YEARS AND I WOULD NOT TRUST ANYONE ELSE WITH OUR FINANCIAL NEEDS.