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 )
First impression
by a VouchedFor user
5 days ago
Overall
Please provide a brief comment about your experience with Julian
Professional, efficient and measured pace of conversation, politly explorative and a clear explanation of optionsand next steps.
First impression
by a VouchedFor user
13 days ago
Overall
Please provide a brief comment about your experience with Julian
Pleasure to meet Julian. Utterly professional, delivered his brief clearly and concisely. I understood the instructions, the idea, strategy and concept very well. Julian is open to discussion, gave me plenty of time and understood my objectives. Couldn't ask for more at this stage. Avy
First impression
by a VouchedFor user
14 days ago
Overall
Please provide a brief comment about your experience with Julian
Everything was clearly explained in a friendly way.
Review
by a verified client in Oxfordshire
2 months 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…
Julian:
Thank you so much for taking the time to leave a review, Merve and I are really grateful. It’s a pleasure working with you both and we looking forward to speaking again soon as we continue planning for the change in pension and IHT rules. Best wishes, JulianFirst impression
by a VouchedFor user
2 months 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.
Julian:
Thank you so much for your feedback, espcially given your business committments at this important time. I’m really glad to hear that you felt the process was clearly explained and that your questions were answered. I am delighted that you have since engaged us and really looking forward to working with you both as you plan for this next phase of your lives. I look forward to speaking again soon, Best wishes, Julian