Julian's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 5 )
Pensions ( 26 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 25 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 11 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
11 years ago
Overall
Please provide a brief comment about your experience with Julian
I was contacted by a colleague which I wasn't expecting and whilst their advice was good we didn't get into detail on fees or even discuss a meeting.
First impression
by a VouchedFor user
11 years ago
Overall
Please provide a brief comment about your experience with Julian
My contact was brief but he answered my questions efficietly and got back to me with the promised information promptly.
Review
by a verified client in Kent
11 years ago
Overall
Advice
Service
Value
How has Julian Gilbert helped you?
Julian takes a great deal of personal trouble to meet our individual circumstances - in particular our demand for a 'green' investment portfolio.
What could they have done better?
Most of the things that could be improved are industry standards and nothing to do with the adviser per se.
Review
by a verified client in Hertfordshire
11 years ago
Overall
Advice
Service
Value
How has Julian Gilbert helped you?
Relationship building Providing clearly thought out options Explaining technical details
What could they have done better?
Review meetings could be a little shorter without losing their value A six month reminder of the next financial review would be appreciated
Review
by a verified client in Hertfordshire
11 years ago
Overall
Advice
Service
Value
How has Julian Gilbert helped you?
Provides excelent service in all areas