Jillian's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 3 )
Pensions ( 18 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 2 )
Review
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor retired and JIllian was recommended to me. I had some investments already and four years ago had money from a house sale to plan for and invest.
How has Jillian Fenner helped you?
She has always listened to me and discussed everything carefully so that I can understand whatever plans she suggests for me. She is always available if I have any queries and is efficient, friendly & helpful. I feel confident that she keeps a close eye on my investments and would let me know if there was a problem.
Have you seen the outcome you were hoping for?
Yes things are going to plan so far.
What could they have done better?
Can't think of anything.
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Jillian Fenner helped you?
Always fully aware of our needs and has provided excellent advice throughout our association
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Start a pension and planning for retirement
How has Jillian Fenner helped you?
Set up a pension.. guidance on investment and saving.. tax life insurance
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
advised from my Bookeeper /accountant
How has Jillian Fenner helped you?
Jillian has helped me with setting up an investment pension
Have you seen the outcome you were hoping for?
only been with her 2-3 months
What could they have done better?
nothing
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
inheritance lump sum
How has Jillian Fenner helped you?
Advised re investment portfolio
Have you seen the outcome you were hoping for?
Probably not but this is due to political situation/financial climate of uncertainty
What could they have done better?
Bought a house rather than invested