Julie's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 9 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 2 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Review
by a verified client in London
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advise on future planning and managing my money effectively.
How has Julie Speed helped you?
Julie takes care of everything and makes managing my finances low stress and straight forward.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing.
First impression
by a VouchedFor user
8 months ago
Overall
Please provide a brief comment about your experience with Julie
Outstanding overall service! Of note was her highly engaging personality and depth of financial knowledge.
Review
by a verified client in London
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and savings advice.
How has Julie Speed helped you?
Made my options clear
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Julie:
Thank you so much for spending the time providing a review. i really appreciate your time and feedback and always looking to improve my services to clients to take the jargon out of the sometimes complex situation - Julie SpeedReview
by a verified client in Hertfordshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
N/A
How has Julie Speed helped you?
Julie has assisted with moving an existing pension over to SJP to combine this with an existing SJP pension and has also advised on and created an ISA for me. She has also assisted in informing me of the creation of a will (undertaken by an external source) and a Legacy Preservation Trust.
Have you seen the outcome you were hoping for?
When I retire I hope so..
What could they have done better?
No
Julie:
Thank you so much for your review. I pride myself on constantly receiving feedback to improve my service to my amazing clients. I appreciate your time in completing this. - JulieReview
by a verified client in Essex
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i was looking for advice, someone to manage my pension and ISA
How has Julie Speed helped you?
provided great, balanced advice on my investments, also on critical illness cover
Have you seen the outcome you were hoping for?
yes
Julie:
Thank you so much for taking the time to provide a review. Receiving honest reviews, helps enable me adapt to suit clients needs and ensure that I am providing the service that I would want to receive. I really appreciate your time, Thank you, Julie