Jane's reviews
Reviewed for
Insurance and Protection ( 11 )
Pensions ( 60 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 86 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 60 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 72 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 42 )
£200k - £500k ( 17 )
£100k - £200k ( 2 )
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of confidence in previous advisor plus previous good experience with Jane
How has Jane Patrick helped you?
She is very friendly, approachable, knowledgeable and professional. Gives confidence.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was widowed in my 40s with two young children. My late husband was in finance and that left a gap when looking at investments etc.
How has Jane Patrick helped you?
Jane has always been available, and totally supportive. She makes me feel appreciated as a customer, and that my views and concerns are valid.
Have you seen the outcome you were hoping for?
Continually
What could they have done better?
I have no complaints at all
Review
by a verified client in Derbyshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wasn't happy with service from a previous advisor
How has Jane Patrick helped you?
Provided a face to face facility when needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really, but I appreciate there is always a need to improve
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to invest a lump sum on retirement
How has Jane Patrick helped you?
By giving sound advice in a manner suited to our level of interest
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m content
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need a professional advice
How has Jane Patrick helped you?
Very much easy to work with Liao to our needs
Have you seen the outcome you were hoping for?
Yes good return and great advice
What could they have done better?
Not at all a pleasant experience