Jane's reviews
Reviewed for
Insurance and Protection ( 50 )
Mortgages ( 56 )
Pensions ( 145 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 62 )
Auto Enrolment ( 2 )
Investments and Savings ( 120 )
Pension Transfers - Non Specialist ( 48 )
Inheritance Planning ( 23 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 20 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 45 )
£100k - £200k ( 14 )
Up to £50k ( 26 )
£50k - 100k ( 17 )
Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To bring my overseas pension back to the UK.
How has Jane Newman helped you?
Jane and her team managed the entire process and kept me updated throughout.
Have you seen the outcome you were hoping for?
Yes.
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?
My fixed rate and mortgage term with my lender was coming to an end. I needed to explore what options were available to me based on my needs and individual circumstances.
How has Jane Newman helped you?
I was able to fully explain the details of my needs including future plans. These were taken into consideration and discussed in order to identify the best course of action for me. It was helpful to be able to discuss different scenarios that applied to me and then come up with an option that I felt best met my needs.
Have you seen the outcome you were hoping for?
Yes, it was a positive outcome.
What could they have done better?
The only set-back was that there was a small piece of information that had been a little overlooked initially, which meant having to revisit/amend the original offer.
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had frozen pensions and didn’t know what to do with them. Also had savings just sitting in the bank doing nothing .
How has Jane Newman helped you?
Jane has moved my pension into a better place and invested my money into an ISA
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am perfectly happy with what Jane has done for me.
Review
by a verified client in Worcestershire
3 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Jane Newman helped you?
Investment advice and organisation
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Very little
Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not happy with the pension we had at the time
How has Jane Newman helped you?
Sorted everything out for my husband who was ill at the time - no hassle, no stress
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing