Julie Flynn

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

II had been "sold" for want of a better description to a financial adviser after the one I'd had from a fairly young age retired and transferred his business and I was unhappy with the service provided as it felt they just wanted my commission without doing anything to really assist me so I consulted with Vouched For and saw that Julie was local to me and was highly recommended. I had a number of pensions with lots of different providers from various past employers including one from when I opted out of the government scheme when I was very young. I didn't know how they were performing and whether it would be better to consolidate them or leave them as they were. I also had a stocks and shares ISA which had been quite successful over the years but I wasn't sure if I should keep it or reduce my holdings. I knew I needed some assistance.

How has Julie Flynn helped you?

Julie met with me first as an introduction and to get a basic understanding of what I was looking for and thereafter gathered all my background and pension information from several providers and we talked through each one individually with Julie explaining what her advice was and also the rationale behind it . Everything was explained clearly and sometimes twice just to make sure I fully understood. I felt very confident in accepting her advice but at the same time I knew I could make my own choices too where I wanted to. I also learned new and useful information about financial products as Julie enjoys talking about her subject. Payment of fees was very clearly explained and a number of options offered which was left to me to choose without pressure.

Have you seen the outcome you were hoping for?

I am happy with the recommendations given and everything seems to be performing fairly well and I know that my investments are monitored at key points in the year.

What could they have done better?

I can't think if anything that I would want to be better however I know that as Julie is approachable and totally happy to discuss any queries I have this would not be an issue if I was concerned about anything at all.

Please provide a brief comment about your experience with Julie

Julie answered promptly and was very professional

Please provide a brief comment about your experience with Julie

I contacted Julie through Vouched for and found her to be easy to deal with and was very comfortable from the outset. Julie has a good knowledge of the Pensions sector allied to a strong Tax background. During our preliminary discussions she created a very positive impression of how thorough and professional her research and subsequent recommendations would be. I believe she has a safety first approach to dealing with clients funds and will be open and honest with her clients in advising any risks and pitfalls of potential strategies. I am still at a very early stage in the process with Julie and in fact have not yet confirmed that I will be inviting her to assist me in managing my Pension funds. This is simply due to the fact that I have consulted a number of advisers and have only concluded in the last day or two that Julie would be my adviser of choice. I will be mailing Julie in the next 15 minutes to invite her to support me as an adviser.

Please provide a brief comment about your experience with Julie

Explained everything really clearly and left me feeling confident.

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

Retirement.

How has Julie Flynn helped you?

Very thorough investigation of my personal circumstances and my requirements going into retirement and ongoing advice for invesments. Very professional presentation of all options and varying circumstances. She is also very personable.

Have you seen the outcome you were hoping for?

Retired investments, annuity meeting forecast targets.

What could they have done better?

Nothing comes to mind.