Jacqueline's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 32 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
First impression
by a VouchedFor user
14 days ago
Overall
Please provide a brief comment about your experience with Jacqueline
Jacqueline got in touch quickly, had understood the issue I was asking about, and came up with some good suggestions. I'm currently considering what to do and am happy that I'm not being hassled in the meantime.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Jacqueline
Jacqueline listened carefully to me but although she was able to offer some helpful pointers my requirements were not really in her area of expertise. Nevertheless she was straightforward to talk to.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Jacqueline
Jacqueline was prompt in responding to my request and did her best to assist me, even though it was not her area of expertise.
Jacqueline:
Hi Susan, thank you for your review I am sorry I could not help you with advice on the purchase of a property. Please feel free to get in contact in the future if required.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?
Sort my pensions out and my banking isas were not benefiting me
How has Jacqueline Wilson helped you?
Got me into very good isas. Transferred one of my pensions better
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don’t know that why I got advice
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Jacqueline
Great support