Lisa's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 25 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 8 )
Reviewers' assets
£200k - £500k ( 4 )
£100k - £200k ( 2 )
Up to £50k ( 9 )
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Lisa
Did not speak to Lisa, I was phoned by her, two days, after l requested advice and did not see the call. By then l had made my decision as to what l was going to do. So did not return the call message.
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Lisa
Great service
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Lisa
She didnt understand what I wanted
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Lisa
Very useful initial meeting with clear and concise information provided
Review
by a verified client in Devon
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed one to access pension
How has Lisa Julian helped you?
Lisa done a pension forecast if I wanted to move my pension then completed the transfer
Have you seen the outcome you were hoping for?
Yes but its along term projection so time will tell
What could they have done better?
Nothing really Lisa had all the answers to any questions