Justin's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 11 )
Pensions ( 39 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 22 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 25 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 8 )
Up to £50k ( 1 )
( 2 )
Review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After promotion at work I wanted longer term financial planning.
How has Justin France helped you?
He has modelled out my financial position in at retirement and discussed what I need to do to meet my financial goals in a tax efficient matter, allowing for different life events. He has also helped me ensure I basics sorted like getting a will, LPA and life insurance.
Have you seen the outcome you were hoping for?
Yes, support, explanations and advice has all been great so far, with good periodic check in on progress.
What could they have done better?
Nothing, only limitation is being tied to SJP fund performance.
Review
by a verified client in Lanarkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Old pension transfer from previous employer
How has Justin France helped you?
A complex pension transfer process
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Norfolk
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for tax effective long term financial planning.
How has Justin France helped you?
Justin assisted me with tax effective long term planning, including advice on retirement and inheritance. This advice was practical, risk considered and relevant for us as a family, with a child with long term needs.
Have you seen the outcome you were hoping for?
Yes, both the short-term and long term plans are already delivering returns in line with or above expectation.
What could they have done better?
Few administrative errors along the way but nothing material that was not corrected quickly.
Review
by a verified client in Essex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My financial affairs needed organisation and more comprehensive advice than I was getting from the current provider
How has Justin France helped you?
Justin has offered great service and made things easy to understand so I could make informed decisions
Have you seen the outcome you were hoping for?
Ongoing, but so far it has been very good
What could they have done better?
Very happy with what they have done, so I would say nothing
Review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After a promotion at work combined with a larger mortgage, I wanted to make sure I was taking a more long term strategic look at my future
How has Justin France helped you?
He has modelled out the position we would be in retirement and what we would need to do to meet our goals and discussed different approaches to meet them
Have you seen the outcome you were hoping for?
Too early to say but a lot of the building blocks for the future are now in place