Julian Frere

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

Long term financial planning and saving advice.

How has Julian Frere helped you?

He gave me good advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

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

I can in to some money

How has Julian Frere helped you?

Helped to provide a tax efficient retirement income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Julian and TPO came strongly recommended by my previous financial advisior - who decided to retire.

How has Julian Frere helped you?

Julian has really helped me come to terms with my own inadequacy about all financial affairs and my long term planning.

Have you seen the outcome you were hoping for?

Yes, although I am still weak on fully understanding financial markets and the effect they have on my savings and pensions, I have certainly been enlightened by Julian's and Merve's special way of explaining such matters to enable me to make decisions.

What could they have done better?

I really cannot say how there could be any way of improving our relationship.

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

When I had money to invest.

How has Julian Frere helped you?

He has expertise in an area where I don't feel competent enough.

Have you seen the outcome you were hoping for?

In these uncertain times, I feel my investments are in good hands.

Please provide a brief comment about your experience with Julian

First meeting was very positive and nothing seemed like too much trouble. Julian took time to explain the process and did not rush the appointment. I look forward to working with Julian and the team at the appropriate time.