Julian's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 36 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 26 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 24 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 24 )
Financial Mentoring ( 8 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
( 7 )
Review
by a verified client in Oxfordshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Closure of my employer’s DB pension scheme.
How has Julian Frere helped you?
Advice and guidance through the process of transferring into a SIPP and follow-up finance advice.
Have you seen the outcome you were hoping for?
My expectations have been exceeded.
What could they have done better?
Can’t think of anything…
First impression
by a VouchedFor user
16 days ago
Overall
Please provide a brief comment about your experience with Julian
Clear explanation of the process provided. Very happy to answer our questions. Left feeling far more confident and positive about the journey ahead.
First impression
by a VouchedFor user
25 days ago
Overall
Please provide a brief comment about your experience with Julian
Found him knowledgeable and caring. Prepared to listen to and understand my position. His advice makes sense and fully explained in simple terms. Will be back to see him again.
Review
by a verified client in Somerset
a month ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting security and comfort in our retirement.
How has Julian Frere helped you?
Julian has successfully helped us to navigate an area where we needed a lot of hand holding!
Have you seen the outcome you were hoping for?
We are only in initial stages currently, but we are happy with how it’s all going.
What could they have done better?
There were a couple of hiccups with missed information in initial plans, but this was rectified quickly and efficiently.
Julian:
Thank you for taking the time to leave your feedback, especially as we know how busy you are. You comments, which we take seriously, are incredibly valuable to us. We’re sorry there were a few hiccups in the initial stages and pleased to hear you felt these were quickly and efficiently resolved. It’s encouraging to see positive early signs in the investment performance – we’ll keep working hard to build on that and improve on the early experiences you mentioned. Your openness helps us refine our approach and ensure we’re giving you the peace of mind you’re seeking. We thoroughly enjoy our meetings and working with you and look forward to meeting again later in the year. Best wishes, Julian and PippaReview
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retiring and relocating back to the UK.
How has Julian Frere helped you?
Given good advice and a clear structure of how to approach the future.
Have you seen the outcome you were hoping for?
So far, so good. We are only 9 months in.
What could they have done better?
The consultancy service is a new venture. We have had some initial challenges on the data and clarity of the analysis and advice. But Julian and Laura and embraced this and have made good progress.
Julian:
Thank you for sharing your thoughtful and constructive feedback. We’re grateful you took the time to reflect on your experience and highlight areas where we can do better. We’re aware that, as a new investment consultancy service, there have been some early hurdles in refining the data and ensuring clarity in our analysis. We truly appreciate your patience and your understanding as we work to improve. Your feedback helps us learn and grow – and that’s something we’re committed to embracing. We’re pleased to hear that you’re finding our advice and structure helpful as you navigate your retirement and settling back in the UK. We’re delighted to work with you both and look forward to our next meeting and improved consultancy work. Best wishes, Julian and Laura