Jillian Thomas

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

I was suddenly widowed and left to deal with my financial affairs on my own which I had never done previously.

How has Jillian Thomas helped you?

Jill provided tailor made financial provision for me based on my unique circumstances. The process was explained in a manner that I could understand so my decisions were made on being fully informed. I received a very professional yet personal service which gives me confidence to manage my money.

Have you seen the outcome you were hoping for?

I think so. My fund has shown modest growth which I am happy with.

What could they have done better?

Nothing, Jill has exceeded my expectations as my Financial Advisor.

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

Accidental. But Jillian and the team have been AMAZING! Way beyond the call of duty.

How has Jillian Thomas helped you?

Explaining complicated issues in a way that a lay person can understand.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Really nothing. Her service and advice have been exemplary!

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

I wanted to understand and review my pensions looking to future retirement.

How has Jillian Thomas helped you?

Jill explained the pension pots I had and how best to consolidate these in a comprehensive report.

Have you seen the outcome you were hoping for?

Yes, Jill is very sympathetic and helpful and thorough.

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

Planning to exit a business, wanting to plan for life after in the short and long term.

How has Jillian Thomas helped you?

She took everything back to basics, current position, wants and needs for the future and then came up with a strategy for the short, intermediate and long term planning.

Have you seen the outcome you were hoping for?

Almost, some investments are work in progress but yes, more settled and focused for the future.

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

I've been a client of Jill's for around 20 years initially for investment advice which has led to full financial planning

How has Jillian Thomas helped you?

Jill assists me on all areas of my financial planning needs and highlights issues which need addressing and provides an excellent on going service which I consider is value for money

Have you seen the outcome you were hoping for?

yes definitely