

Julian's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 5 )
Auto Enrolment ( 1 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in London
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received an inheritance from my grandfather.
How has Julian Bingle helped you?
Julian provided detailed and patient advice to me as someone new to investing. He made sure that I always understood the advice and that I was an active part in the process. I am now much more confident with investments.
Have you seen the outcome you were hoping for?
I have seen a tangible improvement in the value of my investment, easily beating general markets despite a challenging climate.
First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with Julian
I thought Julian was extremest helpful. I had a few of my own ideas which he supported and he did not push me into anything and was in fact positive about various plans which he encouraged me to explore before potentially using his services. I found this to be refreshing and unlike some advisers that I have encountered he came across as more interested as me as a person and what my needs might be as opposed to merely making money
Review
by a verified client in Berkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of pension sharing and pension sharing orders and didn’t know where to start to find out how much they were worth and amalgamate them into one.
How has Julian Bingle helped you?
Julian reviewed all my pensions, advised which to leave alone, and which to re-organise in to one pot. He took care of the pension sharing orders, particularly one that was very slow processing it, and keeping me informed all the time. He took away all the stress of sorting my pensions out.
Have you seen the outcome you were hoping for?
Yes, and more than I’d hoped.
Review
by a verified client in London
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with pension and savings.
How has Julian Bingle helped you?
By providing helpful and informative advice.
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
I don’t think that he could have done anything more than he has.
Review
by a verified client in London
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had some money/pensions in various different places and decided that I needed some help from a Financial Adviser as my knowledge was insufficient to look after my own affairs.
How has Julian Bingle helped you?
Julian was amazing and tidied up all my financial matters.
Have you seen the outcome you were hoping for?
Yes indeed. My portfolio is now looking in a much better position than when I appointed Julian.
What could they have done better?
To be quite honest, how would I know? All I would say is that I have been more than satisfied with the advise Julian has given to me.
Julian:
Another very happy client who is a pleasure to deal with. Thank you Sally.