Julian's reviews
Reviewed for
Pensions ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 2 )
Pension Transfers - Non Specialist ( 1 )
Reviewers' assets
£500k+ ( 1 )
First impression
by a VouchedFor user
10 years ago
Overall
Please provide a brief comment about your experience with Julian
He did not get back to me.
Review
by a verified client in London
10 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice on our finances.
How has Julian Morgan helped you?
The latest account details were reviewed which was helpful.
Have you seen the outcome you were hoping for?
Not so far.
What could they have done better?
Wait for few months
First impression
by a VouchedFor user
10 years ago
Overall
Please provide a brief comment about your experience with Julian
Never contacted me back unfortunately.
First impression
by a VouchedFor user
10 years ago
Overall
Please provide a brief comment about your experience with Julian
Julian said he would call me last Wednesday but has not been in touch since.
Review
by a verified client in London
10 years ago
Overall
Advice
Service
Value
How has Julian Morgan helped you?
I cannot praise him high enough. He is there for me when I need him with helpful advice and a excellent manner
What could they have done better?
Nothing, I would not and cannot better him