Jane's reviews
Reviewed for
Insurance and Protection ( 51 )
Mortgages ( 56 )
Pensions ( 148 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 62 )
Auto Enrolment ( 2 )
Investments and Savings ( 124 )
Pension Transfers - Non Specialist ( 49 )
Inheritance Planning ( 24 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 24 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 46 )
£100k - £200k ( 14 )
Up to £50k ( 26 )
£50k - 100k ( 17 )
Review
by a verified client in Worcestershire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I suddenly and unexpectedly became a Widow at the age of 57. Seven months later I was made redundant. I didn’t know what to do , I was overwhelmed.
How has Jane Newman helped you?
Jane listened to me , she was patient and understood that I was overwhelmed. Jane provided me with a clear written plan , and gave me the time I needed to make decisions with a step by step approach. Jane reduced my fears of managing my finances .
Have you seen the outcome you were hoping for?
I’m confident that my Pension , Savings and Investments are being managed and reviewed .
What could they have done better?
Nothing
Review
by a verified client in Worcestershire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following separation from my husband
How has Jane Newman helped you?
Jane has been a extremely helpful in advising me how best to look after and invest my money At a difficult time for me she has made things a lot easier
Have you seen the outcome you were hoping for?
It’s early days with investments but so far I’m very pleased
What could they have done better?
Nothing
Review
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Jane we new from previous things she has done for us excellent service
How has Jane Newman helped you?
Help in mortgage renewal
Have you seen the outcome you were hoping for?
Yes we have very happy
What could they have done better?
Nothing they done a excellent job
Review
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many years ago a mortgage, then pension advice and now beneficiary advice and shares
How has Jane Newman helped you?
Jane is down to earth, listens, gets to know you so that she can understand you better and then your needs. She's straight forward and will tell when something isn't the best for you.
Have you seen the outcome you were hoping for?
Yes, I feel confident and safe with how Jane handles my investments
What could they have done better?
Nothing as far as I'm concerned
Review
by a verified client in Shropshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Jane advised me many years ago. She really helped then. I have come back to her for investment help as I know she can be trusted
How has Jane Newman helped you?
Jane helped secure my house for me a few years ago. She is now advising on my future investments in retirement
Have you seen the outcome you were hoping for?
I have started to see good outcomes but only time will tell
What could they have done better?
They have all be helpfull and supportive so far