Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 2 )

Pensions ( 13 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 8 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 2 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 8 )

Financial Mentoring ( 1 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 2 )

( 1 )

Up to £50k ( 1 )

£50k - 100k ( 1 )

Client reviews

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

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

We have a thriving business and don't want to deal with so much of our own finances on our own any more

Have you seen the outcome you were hoping for?

Yes

How has Julie Berrill helped you?

Julie has been very personable and connects with us as individuals with a need for some guidance and support, etc, as well as advising well on business matters of finance

What could they have done better?

Nothing I can think of

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

My previous pension provider was too expensive.

Have you seen the outcome you were hoping for?

Yes.

How has Julie Berrill helped you?

Julie was highly recommended by a friend. Julie patiently explained why switching from my current pension scheme to another was beneficial. She was very thorough with her research and produced a document for me to think over, without pressure. I am very happy with Julie’s assistance with my new pension scheme and I look forward to seeing it grow.

What could they have done better?

N/a

Julie's reply

Thank you for your kind review. I'm pleased you are happy with the service so far and look forward to our regular financial reviews.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

Various

Have you seen the outcome you were hoping for?

I am seeing it happen now

How has Julie Berrill helped you?

Given guidance and clarity

What could they have done better?

Nothing springs to mind - certainly not much

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

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

I initially contacted Julie for pension advice, having gone freelance, but she also advised me to set up income protection and life assurance - which I hadn't previously thought about, having a full clean bill of health. Just a month later, these policies became absolutely vital when I suffered unexpected ill-health and I can't thank Julie enough for her recommendation.

Have you seen the outcome you were hoping for?

Much better outcomes than I had even hoped for.

How has Julie Berrill helped you?

Along with pension advice and insurance policies, Julie is now advising me on investments and savings. It has been very reassuring to have Julie in my corner - helping me to navigate all the options and she being there to support me during my time in hospital to get things moving with the insurance companies.

Julie's reply

Thank you for your feedback Jayne. I'm just pleased I was able to help and I'm looking forward to working with you you on the next stages of your financial planning.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Support with pension advice

Have you seen the outcome you were hoping for?

Yes

How has Julie Berrill helped you?

She is very knowledgeable and supportive

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

Needing insurance advice

Have you seen the outcome you were hoping for?

Definitely

How has Julie Berrill helped you?

She has been committed to helping me and is always available with wonderful, sound advice.

What could they have done better?

Nothing. She’s been so helpful

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in London

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

I had recently changed my employment circumstances to go freelance. I wanted to review my existing pensions, and start a new one, now that I would no longer be provided with one by an employer.

Have you seen the outcome you were hoping for?

Yes

How has Julie Berrill helped you?

Julie helped me to get my existing pensions in order, assess my attitude to risk and set up a new pension, alongside insurance policies.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Essex

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

I needed a pension as I have recently become self-employed

Have you seen the outcome you were hoping for?

Yes

How has Julie Berrill helped you?

She helped me understand pensions and helped me to choose a good pension

What could they have done better?

nothing

Julie's reply

Thank you Kerry, it was a pleasure. I look forward to seeing this pension pot grow...

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

I am a family law solicitor and Julie assists my clients with their financial affairs during and after their matrimonial financial settlement. She assists them plan and manage accordingly. She budgets and provides forecasts. Julie has helped me personally with mortgage and insurance advice.

How has Julie Berrill helped you?

“My husband and I needed financial protection, which Julie orchestrated and arranged. Julie’s help has been priceless; her help and guidance has made the arrangements easy and took the stress away. Julie is due to help us with our pensions next. I would definitely recommend talking to her regarding any financial planning matters.”

Have you seen the outcome you were hoping for?

Absolutely!

Julie's reply

Rina, Thank you so much for your kind words. I look forward to our next meeting. With very best wishes

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

Confused and concerned about the many little pension pita I had accumulated as I had changed jobs over the course of my career

How has Julie Berrill helped you?

“I had various pension pots from my corporate days. After a short meeting, Julie contacted [the pension funds], researched them and gave me a pleasant surprise – they were actually worth more than I thought! I had never made time to look into it. Julie saved me hours of time sorting this out and my pension planning is now so much clearer. Thank you!”

Have you seen the outcome you were hoping for?

Absolutely. Everything is in one place and I can easily manage it.

Julie's reply

My pleasure, Lisa. I rather enjoy this kind of work and look forward to regular reviews with you, to keep your funds heading in the right direction.

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Julie

Julie was extremely helpful and listened to what I had to say, and answered some of my questions with regards to my current financial situation. I have another consultation booked in the near future and I look forward to meeting Julie again.

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Julie

Julie has only just become my financial advisor and she is in regular contact with me after having our initial meeting. She has been very concise as to what she is trying to do on our subsequent contacts.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

Looking for general financial planning advice some years ago

How has Julie Berrill helped you?

Advised on several different aspects of financial planning over many years

Have you seen the outcome you were hoping for?

Yes

Julie's reply

Jackie, your feedback is much appreciated. I look forward to seeing you again in the new year !

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

We have been clients for some years

How has Julie Berrill helped you?

By explaining clearly what we should be doing

Have you seen the outcome you were hoping for?

Investments can go up as well as down

Julie's reply

Thank you, I look forward to the next review and getting even closer to your goals. With very best wishes Julie

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Julie

Very pleasant and comfortable discussion without feeling pressurised into making decisions. Julie is very knowledgeable and presented a number of different options that will be explored further.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Middlesex

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

I needed expert advice from someone I trust

How has Julie Berrill helped you?

Julie researched and then presented all options that are available

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

I am going through a divorce

How has Julie Berrill helped you?

Julie right from the start was very approachable and gave it a personal touch which made discussing and otherwise sensitive issue easier.

Have you seen the outcome you were hoping for?

Yes

Julie's reply

Thank you for your kind words, Zainab. I wish you all the best. Julie

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

We had lots of pensions and needed advise on how best to plan for retirement.

How has Julie Berrill helped you?

She collated all the information from all the pension providers and has sorted out a great plan for us.

Have you seen the outcome you were hoping for?

Yes we are now on track fo retire at 55 and go travelling!

What could they have done better?

Nothing she was amazing

Julie's reply

My pleasure. I'm looking forward to helping you plan the next stage..

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in London

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

I was wanting to merge various pensions and plan investments.

How has Julie Berrill helped you?

She provided me with a cohesive plan for savings and my pensions. She is always willing to advise and help.

Have you seen the outcome you were hoping for?

Yes I have!

What could they have done better?

Nothing really!

Julie's reply

Thank you Annie, It's good to know you're organised now. I'll be in touch regarding the next stage of the plan and to maximise your allowances for the next tax year.