Jacqueline's reviews
Reviewed for
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 18 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Jacqueline has aided us to prepare for our retirement. And now we are retired we can now maintain a good standard of living.
How has Jacqueline Brown helped you?
We’ve had a wonderful experience working with our financial advisor, Jacqueline Brown. She took the time to truly listen to our needs and worries, and guided us with clarity and reassurance throughout the process. Thanks to her expert support, we now have our investments organised to provide a comfortable and secure retirement. We’re very grateful for her professionalism, patience, and genuine care. Highly recommended!
Have you seen the outcome you were hoping for?
We are now enjoying a wonderful retirement.
What could they have done better?
Nothing
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Jacqueline
Excellent!
Review
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for financial advice to plan ahead for my future and retirement
How has Jacqueline Brown helped you?
Jacqueline has been a great support and explains financial matters in a way for me to grasp it.
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been clients with Bespoke for more than 25 years. We have had help over the years with savings, pensions, inheritance and general financial planning.
How has Jacqueline Brown helped you?
Jacquie has helped us to plan for retirement in a tax efficient manner, balancing both of our financial positions to maximise the benefits of being a married couple. Jacquie is easy to get along with, very responsive and goes the extra mile to help.
Have you seen the outcome you were hoping for?
Yes we really feel we have had the best advice possible and are in a strong and clear position as we are entering retirement.
What could they have done better?
Nothing
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice to maximise our assets to see us through retirement and how to best set our finances up to benefit our daughters.
How has Jacqueline Brown helped you?
Very professional, friendly and listens well. She has been able to assess how to explain everything to me is language I can understand with minimal unnecessary jargon
Have you seen the outcome you were hoping for?
Yes. Ongoing support and always available for advice is brilliant.
What could they have done better?
Nothing