Jacqueline Wilson

Please provide a brief comment about your experience with Jacqueline

Jacqueline has been very helpful in explaining the options regarding my pensions. She explained clearly and concisely and made sure I understood what she was saying. I would certainly recommend Jacqueline to anyone wanting to understand the complexities of their pension planning.

Please provide a brief comment about your experience with Jacqueline

Pleasant and good interaction and good information, even if she was not able to provide exactly the information I needed. She could point me in the right direction which was very helpful.

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

Professional advice.

How has Jacqueline Wilson helped you?

She’s there to help me whenever.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing.

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

No she was my adviser at my previous company and I wanted her remain to be me my advisor

How has Jacqueline Wilson helped you?

Given my wife and I reassurance ref money matters

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as She keeps us informed as what are options are and what if any changes we can make

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

none

How has Jacqueline Wilson helped you?

FRIENDLY AND PROFESSIONAL

Have you seen the outcome you were hoping for?

YES

What could they have done better?

N/A