Jean's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 58 )
Pensions ( 38 )
Equity Release ( 14 )
Retirement income (annuities, drawdown) ( 16 )
Auto Enrolment ( 1 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 12 )
£100k - £200k ( 10 )
Up to £50k ( 25 )
£50k - 100k ( 6 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Jean
Excellent and friendly advice from Jean on pension options. Would definitely recommend.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Jean
Jean answered all my questions clearly and helped me understand the complexity of equity release and was very helpful.
Jean:
It was a pleasure to meet with yourself and your daughter. If you have any further questions please do not hesitate to contact me. Fees weren't discussed as you merely wanted to understand the product purchased from another IFA several years ago. Best wishes JeanReview
by a verified client in Fife
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially I was looking for a mortgage and went to Jean for advice.
How has Jean Dawson helped you?
From helping me find a mortgage Jean has now helped me with my pension planning.
Have you seen the outcome you were hoping for?
Yes. I think I receive a good level of service and support from Jean.
What could they have done better?
Nothing that I’m aware off.
Review
by a verified client in Derbyshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with house move
How has Jean Dawson helped you?
Arranged mortgage and kept us informed every step of the way
Have you seen the outcome you were hoping for?
Yes, fantastic
What could they have done better?
Nothing, full professional.
Review
by a verified client in Kinross-shire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Age and circumstances
How has Jean Dawson helped you?
Consolidating Pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Jean:
many thanks for the review Anne. I was delighted to assist and can see that it is going in the right direction. I hope to speak to you soon but in the meantime have a lovely Christmas and a very happy New Year.