Julie Searles

What were the circumstances that caused you to initially look for an adviser?

My original SJP partner retired and I was placed with Julie. The advice I have received from her has been excellent. Julie goes above and beyond to provide you with financial assistance.

How has Julie Searles helped you?

By transferring a pension and assisting with my current Sjp pension.

Have you seen the outcome you were hoping for?

Yes I have been pleased with the results.

What could they have done better?

I believe I am already receiving the best advice I could get.

What were the circumstances that caused you to initially look for an adviser?

This is probably the 1st time in my life I properly wanted to review everything: pension, savings and protection. Lots had changed over the last 5 years and it was time for me to reassess everything. I met Julie and she was fantastic.

How has Julie Searles helped you?

She has reviewed everything and made great recommendations for being financially sensible and plan for the future: getting the best return, against my level of risk, for my money.

Have you seen the outcome you were hoping for?

Yes definitely. Even though I keep throwing more and more things Julie's way.

What could they have done better?

Happy with all the support and advice I have received. She has broken it down for me in a really easy to understand way.

What were the circumstances that caused you to initially look for an adviser?

I wanted someone to talk to and continue to deal with them,rather than a call centre.

How has Julie Searles helped you?

Yes,Julie was always easy to contact and speak too,answering my questions clearly and informing me how to arrange my finances. Her office staff (Debbie) in particular were helpful too if Julie was busy. The advice has helped me tidy up my finances,getting clear advice has made this a simple task.

Have you seen the outcome you were hoping for?

Yes,Julie helped with Pension advice and legislation,as well as arranging new protection policy.

What could they have done better?

No,Always helpful and returned calls etc. promptly. Thanks

What were the circumstances that caused you to initially look for an adviser?

Life and critical illness cover

How has Julie Searles helped you?

Life and critical illness cover, pensions, investments and more!

Have you seen the outcome you were hoping for?

Yes, Julie has been an amazing help across all needs

What were the circumstances that caused you to initially look for an adviser?

Required advice didn't have an advisor.

How has Julie Searles helped you?

Advice and transfer of pension.

Have you seen the outcome you were hoping for?

Time will tell.

What could they have done better?

Nothing.