Janine's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 28 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 20 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 35 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 12 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Lancashire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I had a number of different pensions and wanted to think about transferring them all to one or two united pension(s). Also we wanted to ensure that the level of risk for our investment(s) was appropriate for each of us individually and that we would have sufficient income in our retirement.
How has Janine Wilson helped you?
We have met with her annually for many years where she has reviewed our investments and given practical and professional advice regarding their ongoing performances. Also, on a fairly regular basis the company with which she is assosciated have recommended changes in light of changing, global circumstances.
Have you seen the outcome you were hoping for?
Yes indeed. While the markets are often turbulent, the overall performance and outcomes have been very satisfactory.
What could they have done better?
I am not sure Janine Wilson could have done anything better. She has been highly professional, extremely caring and in fact has become a trusted friend over many years of excellent service.
Janine:
Thank you so much for your incredibly kind review. Your comments mean a great deal to me, particularly given the many years we have worked together. It has been a privilege to support you and your wife as your financial plans have evolved. I'm delighted to hear that you have been pleased with the outcomes, even through periods of market uncertainty. I truly appreciate the trust you have placed in me over the years.Review
by a verified client in Lancashire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
(pre dates Janine's involvement): parental legacy and pension investment advice
How has Janine Wilson helped you?
When considering taking early retirement (Eric), Janine advised on pension options for us both, as well as other investments to protect and grow our savings capital.
Have you seen the outcome you were hoping for?
We are very happy with the level of pension income we have achieved and investments appear to have performed satisfactorily.
Janine:
Thank you very much for your kind review. I really appreciate you taking the time to share your experience. I'm pleased that I have been able to support you with your retirement planning and help you explore the options available for your pensions and investments. Thank you again for your confidence and trust. I look forward to working with you both for many years to come.Review
by a verified client in Cumbria
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Janine Wilson helped you?
Listening, advising options, recommendations and actions
Have you seen the outcome you were hoping for?
Yes, very pleased
What could they have done better?
Nothing
Janine:
Thank you for taking the time to leave a review. I really appreciate your comments and am delighted to hear that you've been so pleased with the service and advice you've received. It's great to know that I’ve been able to help you with your pension planning and that you feel confident you're on track to achieve your goals. Thank you again for your trust and for recommending my services. I look forward to continuing to support you with your financial planning in the years ahead.Review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get some help with managing my money
How has Janine Wilson helped you?
Janine has provided consistent and reliable advice for many years
Have you seen the outcome you were hoping for?
YesA, absolutely
What could they have done better?
Janine has achieved very good results with managing my money. I couldn’t have asked for better advice
Janine:
Thank you for your thoughtful review and for your continued confidence in my advice. Your kind comments mean a great deal. I am pleased that the financial planning we have carried out together has given you the support and reassurance you were looking for. Providing advice that is consistent, tailored to each client's circumstances and focused on their long-term objectives is always my priority. It is wonderful to hear that you have been happy with the outcomes we have achieved together. Thank you once again for your trust.Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had Janine's firm acting for my general medical practice as financial advisers. On retirement needed advice - general re pension & lump sum . Janine gave continuity .
How has Janine Wilson helped you?
Keeps an eye on my investments , Helpful liason with solicitors when my wife died in 2023 ,,, & earlier when she needed release of funds for her care . .
Have you seen the outcome you were hoping for?
Yes - investments have done very well . Other help a comfort .
What could they have done better?
Nothing could have been done better
Janine:
Thank you for taking the time to leave such a kind review. I greatly appreciate your feedback and your continued confidence in my advice. It has been a pleasure supporting you from retirement planning through to the ongoing management of your investments. I am delighted that you are pleased with the outcomes we have achieved together and that you have found the advice and service valuable over the years. Thank you once again for your trust and support.