Jane Patrick

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

We wanted to invest money in the optimum way

How has Jane Patrick helped you?

Very informative and sensible advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Jane

Good initial meeting

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

Transfer from another financial advisor

How has Jane Patrick helped you?

Helped to understand some complex financial issued

Have you seen the outcome you were hoping for?

Yes

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

I wanted to transfer my savings, to a company, that had a more personal hands on approach.

How has Jane Patrick helped you?

I had an initial meeting with Jane, and was confident, it was a company, where I felt secure in moving my investments

Have you seen the outcome you were hoping for?

Yes, all monies are now transferred.

What could they have done better?

Nothing that I can see

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

I had been made redundant at 61 and was considering retirement

How has Jane Patrick helped you?

Jane listened to my circumstances and offered excellent advice without pushing me down any particular avenue. She offered advice and options from which we were able to make confident choices for our future financial planning

Have you seen the outcome you were hoping for?

So far yes - although the initial investments are too immature to see how they perform the advice recommendations and general help in understanding things was superb. In terms of my initial outcome I feel that has been fully realised as I now feel confident I have control of my finances and understand the options open for investment.

What could they have done better?

I honestly do not believe there is much that could have been better in what Jane has done so far. I am completely satisfied in the service to date.

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

My husband was made redundant.

How has Jane Patrick helped you?

Jane listened carefully to our aims and goals and provided us with investment options which matched our circumstances best.

Have you seen the outcome you were hoping for?

Very recent investments made so too early to judge yet.

What could they have done better?

Nothing could have been improved.

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

I needed to re-assess my financial situation as I approached a wind down/semi retirement from my MD position.

How has Jane Patrick helped you?

Jane has helped me across all my financial requirements, giving considered and tailored advice on future income streams and pensions.

Have you seen the outcome you were hoping for?

Yes very much so, but it is an ongoing process and I will value the on-going input.

What could they have done better?

Nothing comes to mind, Jane has been excellent in all areas combined with a thoughtful and lovely personality/persona.

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

I retired and required continuous expert advice on my pension. Following extensive research for an advisor i selected Jane at Sylvan Finance

How has Jane Patrick helped you?

Jane held an initial meetings with me to obtain an overview of my pension requirements, my attitude to risk and the charges for the advice and on going service provision. We then had a second meeting to discuss her recommendations to meet my financial objectives.

Have you seen the outcome you were hoping for?

I am delighted with the outcome as the recommended pension option is showing a steady increase and with regular reviews i am that confident that Jane has firm control of my investment.

What could they have done better?

Nothing as I eceived excellent client service from Jane and Sylvan.

Please provide a brief comment about your experience with Jane

Jane has a very friendly and professional manner. She explained in detail the approach she would take in providing me with the appropriate financial advice to assist me to achieve my financial objectives. Following our initial meeting I had no doubt that she was the right person for me and immediately decided to become one of her clients. I would recommend Jane to others searching for a financial advisor.

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

Family recommendation and dissatisfaction with performance of previous non-managed pension funds.

How has Jane Patrick helped you?

Jane demonstrated great patience in working with me. I underwent a significant change in circumstances during the 'initial consultation period' which delayed the whole transfer process.

Have you seen the outcome you were hoping for?

Too early to say. < 1 month since movement into new managed funds.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Jane

I like Jane and feel she is doing giving good advice but I would like her to be more concise.

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

dissatisfaction with previous adviser

How has Jane Patrick helped you?

constructive, practical advice. Efficient follow-through

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing comes to mind

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

I had a sum of money and pensions which I wanted to rationalise and invest in the most suitable way

How has Jane Patrick helped you?

I have regular and thorough meetings with Jane where the advice is clearly explained

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Can't think of anything really.

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

We were initially with another firm who became part of a corporate company and we were not at all satisfied with the loss of personal attention. We had been a client of Jane Patrick some years earlier and decided we would be get better and more personal advice and felt more confident using Jane again.

How has Jane Patrick helped you?

Jane has provided a very focussed and personal approach, specifically with Inheritance planning but also general financial planning

Have you seen the outcome you were hoping for?

Yes, definitely.

What could they have done better?

We really don't think we would wish to change anything.

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

To get advice on how to manage savings and pensions for long term financial security

How has Jane Patrick helped you?

Jane’s financial advice has enabled me to have a comfortable retirement in the confidence that my savings and pension are being managed as safely as possible in these difficult Financial Times on my behalf

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything

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

Needed to invest lump sum on retiring

How has Jane Patrick helped you?

By giving regular advice and explanations of possible outcomes and making changes to the portfolio when returns weren't as good as they might have been

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything

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

We had money to invest and decided to find a financial advisor

How has Jane Patrick helped you?

She has helped and advised in all my financial needs and has greatly helped in managing my finances with good advice at all times.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Doubt it.

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

I have been a longstanding client of Jane/Sylvan and her predecessors.Found the interruption to another adviser following a takeover unsatisfactory and was happy to transfer back to Jane

How has Jane Patrick helped you?

1.By identifying ethical investment specialists and assessing their proposals against my wishes 2.By being in regular contact

Have you seen the outcome you were hoping for?

yes

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

Retirement planning for tax, inheritance and income efficiency.

How has Jane Patrick helped you?

Jane explains opportunities and alternatives in a way that is easily understood. She knows and caters for the individual in a personable way.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

Not aware of anything

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

To invest a retirement lump sum of money

How has Jane Patrick helped you?

She has always explained what she does very well and we have every confidence in her

Have you seen the outcome you were hoping for?

Yes we get an income from it

What could they have done better?

We are happy as things are managed .

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

General advice required

How has Jane Patrick helped you?

With all aspects referred to above

Have you seen the outcome you were hoping for?

Yes

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

I was a co owner of a business which we sold, so I needed professional advice from a trusted source

How has Jane Patrick helped you?

She has provided a clear roadmap that gives me confidence in my financial position now - and the years ahead

Have you seen the outcome you were hoping for?

Obviously we have gone through some tricky times with investments and pension values, but jane is always clear, transparent and reassuring

What could they have done better?

Nothing - unless they can control the stock market ?

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

Over many years we have had family links to the companies that Jane or her colleagues have previously worked for, i.e. initially via my parents and then for us over the last 20 or so years.

How has Jane Patrick helped you?

Planning our investment strategy but also thinking carefully about inheritance tax planning, gifting, etc.

Have you seen the outcome you were hoping for?

In large part yes with pensions and investments performing well

What could they have done better?

Nothing, we are very happy with the service that Jane has provided

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

I needed advice /assistance with management of my money

How has Jane Patrick helped you?

Jane is kind and caring and reliable. She will always try her best to explain her decisions

Have you seen the outcome you were hoping for?

Yes

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

When I was widowed in my mid forties I realised I needed reliable professional financial help as my late husband had worked in the financial sector. I also wanted someone I could relate to and who really “got me” .

How has Jane Patrick helped you?

She is always available, she explains things so well, and she will allow me to do my own thing if I have a particular requirement.

Have you seen the outcome you were hoping for?

Absolutely. I have total trust in Jane.

What could they have done better?

I have had no complaints at all.

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

I needed investment advice

How has Jane Patrick helped you?

In planning investments, income and helping my children buy property

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

It was all good

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

Pension planning Investments

How has Jane Patrick helped you?

Jane provides tailored, sensible advice on

Have you seen the outcome you were hoping for?

Yes

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

Approaching retirement and wanted to consider consolidating pension pots and having control over where it is invested

How has Jane Patrick helped you?

Have sound advice and provided reassurance that our retirement provision should be sufficient

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

We knew Jane previously from her work with another firm. When unhappy with a former adviser we decided to change to her new company Sylvan.

How has Jane Patrick helped you?

Full review of investments and savings. Appropriate explanation as required.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The process was slow but for reasons beyond Jane’s control.

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

Heading towards retirement

How has Jane Patrick helped you?

Jane advised us on where to invest our pension and then has regularly reviewed the position with us providing clear information and explanations

Have you seen the outcome you were hoping for?

Against the background of financial markets, the set up, performance and reviews have been good

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

We transferred to Jane from our previous provider as we had excellent service from Jane in her former role.

How has Jane Patrick helped you?

Jane has looked at our personal circumstances and given us a more independent service than our previous advisor.

Have you seen the outcome you were hoping for?

We now feel more secure and that our assets are being managed well.

What could they have done better?

All our expectations have been met!!

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

Looming retirement

How has Jane Patrick helped you?

Jane has been helpful across the whole financial spectrum and has offered sound advice on subjects as diverse as investment opportunities to assessment of living costs

Have you seen the outcome you were hoping for?

The recent financial crash has resulted in lower growth than originally anticipated

What could they have done better?

Nothing that I can think of

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

I wanted a fresh review of my financial planning including fees and I had known and used Jane many years ago.

How has Jane Patrick helped you?

Jane has provided advice regarding my pensions/SIPP and how it should be managed and invested. Jane has provided clear advice and I am confident in her abilities.

Have you seen the outcome you were hoping for?

Yes. My pension transfers have completed and money invested as agreed.

Please provide a brief comment about your experience with Jane

Excellent

Please provide a brief comment about your experience with Jane

Excellent

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

We wanted an advisor who would listen to our needs and concerns, and provide a personal service.

How has Jane Patrick helped you?

Jane was quick and perceptive in her appreciation of what we wanted, and appeared to have a good awareness of possible courses of action. She and her staff have responded quickly and appropriately to questions, and taken action accordingly.

Have you seen the outcome you were hoping for?

Too early to say.

What could they have done better?

Too early to say.

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

I wanted to move away from a remote and institutional adviser to one that was independent, local, accessable and astute

How has Jane Patrick helped you?

Jane is professional, knowledgeable, clear and responsive

Have you seen the outcome you were hoping for?

In terms of service yes. in terms of investmet performance, too early to be able to say but I feel that I have made some decisions, guided by Jane, that I beleive will be good ones for the medium and ling term

What could they have done better?

Nothing!

Please provide a brief comment about your experience with Jane

What a pleasure to speak with Jane. Thoroughly explained things to me.

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

Complicated Investments

How has Jane Patrick helped you?

Organised them

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nil

Please provide a brief comment about your experience with Jane

Jane was excellent, she spent time listening to my situation and gave me details to point me in a different direction which was really helpful. Although I did not use her this time I will come back in the future when the need arrises.

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

We sought advice to help my mum with her finances after recently being widowed.

How has Jane Patrick helped you?

Jane has hugely helped us to fully understand the position of our finances and how we can make the most of our investments.

Have you seen the outcome you were hoping for?

More than that! Jane is incredibly professional, explains things simply, effectively and in an empathetic way.

What could they have done better?

Nothing

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

Had one a long time through my husband

How has Jane Patrick helped you?

Jane is wonderful . I have a very poor understanding of financial affairs and yet Jane has been patience herself in her dealings with me . Her clarity is exceptional and I really feel she has my best interests at heart

Have you seen the outcome you were hoping for?

I have

What could they have done better?

I honestly can’t find fault with Jane

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

After self managing my pensions for a number of years, I needed an expert to take control. I no longer had the interest or expertise to manage matters. I also wanted to make sure that there is a professional on hand fully conversant with my circumstances who could help guide my family through dealing with my pension in the event of my premature death.

How has Jane Patrick helped you?

Jane has taken the time to understand my personal and financial circumstances, suggested how my pension can be managed in line with my objectives and implemented her recommendations. It was a painless process during which I was kept informed at all times.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Nothing.

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

We originally approached Jane to obtain a holistic overview of our finances and financial planning.

How has Jane Patrick helped you?

Not only has Jane helped us approach our finances in a co-ordinated manner, she has found us the best accounts and products to meet our needs and helped us provide a clear financial plan for our future.

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 had reached retirement age and decided to retire. I had 2 pension sums, one with my last employer that wasn't performing particularly well, I felt that I needed professional advice, I did initially approach a different IFA but I wasn't particularly impressed. Fortunately I then came across Jane at Sylvan who is now advising me.

How has Jane Patrick helped you?

She explained my options, given my circumstances and has since arranged the necessary transfers.

Have you seen the outcome you were hoping for?

It is probably to early to say, but I am quietly confident that I have made the right decision.

What could they have done better?

Nothing

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

Due to Inheritance I needed advice as to where and how to invest the money

How has Jane Patrick helped you?

I am a novice to investing and Jane explained the business and the process using normal language and not resorting to jargon. When there were elements that were more technical she took the time to explain them fully. She was very friendly and professional. Communication,both online and by phone, was easily accessed and handled quickly.

Have you seen the outcome you were hoping for?

As these are very new investments it is too early to see any outcomes as yet.

What could they have done better?

Can't think of anything

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

I wanted to arrange my financial affairs in the most efficient manner, particularly in relation to inheritance matters.

How has Jane Patrick helped you?

First and foremost, she listened to what I wanted and based her advice on my requirements. She was very knowledgeable and gave me good, independent, advice.

Have you seen the outcome you were hoping for?

The process is ongoing

What could they have done better?

Nothing

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

Decided our financial affairs needed to be put in order to tie in with our will

How has Jane Patrick helped you?

Very good advice given in a friendly and professional manner.

Have you seen the outcome you were hoping for?

Early days , but so far we have been very pleased with the way Jane has dealt with our affairs

What could they have done better?

Nothing

Please provide a brief comment about your experience with Jane

Jane was super helpful and professional in giving guidance and advice on financial matters. She brings a wealth of knowledge and I'd highly recommend her services to others.

Please provide a brief comment about your experience with Jane

Jane gave us information in a pleasant and professional manner. We appreciated her home visit to us as we are pensioners.

Please provide a brief comment about your experience with Jane

Jane is always approachable, responsive and knowledgeable and has given us very helpful financial advise over a number of years.

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

I wanted my investments managed to provide growth and also income for the future

How has Jane Patrick helped you?

She has helped with all aspects giving advice on which investments to sell to make the most of Capital Gains Tax exemptions, how to realise cash for my children and generally how to invest in a tax efficient way

Have you seen the outcome you were hoping for?

Generally

What could they have done better?

Nothing

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

Dissatisfaction with existing particularly lack of direct contact and personal advice. Was recommended by one of Jane’s existing clients

How has Jane Patrick helped you?

Found massive issues with missing out on long term tax benefits from a second pension and a thorough and idiot proof guide to my long term post retirement financial planning.

Have you seen the outcome you were hoping for?

Certainly getting 4 years tax relief back

What could they have done better?

Nothing she has been exemplary

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

Help with managing our retirement income and maximising our savings.

How has Jane Patrick helped you?

Jane has helped us put together a plan we are comfortable with and explained everything very clearly.

Have you seen the outcome you were hoping for?

Yes, we now feel very secure that we have a sensible plan in place and feel that we are being very well looked after.

What could they have done better?

Nothing

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

We have recently required and wanted to ensure that our funds were well managed

How has Jane Patrick helped you?

She has given us all the relevant advice we needed about how to make the most of our savings and income, and made us feel more secure about the future.

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?

Widowed at an early age.

How has Jane Patrick helped you?

Extremely helpful 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?

Inheritance

How has Jane Patrick helped you?

Explaining everything clearly

Have you seen the outcome you were hoping for?

Yes

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

Wishing to have advice regarding retirement finances.

How has Jane Patrick helped you?

By providing ongoing advice regarding retirement income but also other matters including property investments, inheritance planning etc.

Have you seen the outcome you were hoping for?

Yes, so far.

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

We needed advice as our financial planning was in a bit of a mess.

How has Jane Patrick helped you?

Jane devised a clear strategy to deliver what we needed in terms of life assurance, income protection and pension provision.

Have you seen the outcome you were hoping for?

Yes, we now have a clear idea of where we are heading and sufficient protection should things not go to plan.

What could they have done better?

Nothing.

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

Jane had previously been my financial advisor for around seven years before setting up her own company with colleagues.

How has Jane Patrick helped you?

She gave me advice and facilitated the changeover from my existing company. I felt that she gave me advice which more closely addressed my wishes .

Have you seen the outcome you were hoping for?

All the transfers have now been completed but it is too early to see any outcome.

What could they have done better?

N/A

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

I have no personal knowledge about investments

How has Jane Patrick helped you?

By reassuring me that my money was safe and earning me the income I need

Have you seen the outcome you were hoping for?

Yes

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

Acquiring a lump sum on retiring

How has Jane Patrick helped you?

She organised our assets , gave ongoing advice about how they should be invested and then arranged the investment.

Have you seen the outcome you were hoping for?

Yes. Our portfolio has grown and we have derived income from it, and we have just received an easy to understand valuation.

What could they have done better?

Nothing that I'm aware of

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

My husband and I had some money to invest after retirement

How has Jane Patrick helped you?

Have good advice independent of any commission. Delivered in an informal , friendly and professional manner

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything .