Jacqueline Hillan

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

Required assistance with pension plans

How has Jacqueline Hillan helped you?

Jacqui took time to establish our needs and explained everything in a very clear manner. Always easy to approach and happy to answer any questions. This puts you at ease and makes the process stress free.

Have you seen the outcome you were hoping for?

Yes very happy with the friendly and professional service received. Feel so much happier knowing Jacqui is looking after our financial requirements.

What could they have done better?

Nothing. Regularly recommend her services to family and friends as I have full confidence in the service Jacqui provides.

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

I was not happy with my existing pension growth , and needed a mortgage.

How has Jacqueline Hillan helped you?

Reviewed and moved my pension, and arranged my mortgage.

Have you seen the outcome you were hoping for?

Absolutely delighted with pension growth this year. Jacqui has a trusting, reassuring and confident manner.

What could they have done better?

They could not have done anything better. First class service and beyond throughout.

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

As I am approaching retirement, I needed advice on what to do with a few long standing pensions I had and also required investment advice regarding existing Stocks and Shares ISAs and Cash holdings.

How has Jacqueline Hillan helped you?

She was very easy and professional to deal with. She looked at my full financial position and discussed plans for the future. She clearly explained the processes and her recommendations in a way that was easy for me to understand.

Have you seen the outcome you were hoping for?

Yes, Furtherto Jacqui's advice, my Pensions and Investments are now with a difference provider and performing much better. I understand how and when I can access the monies and that Jacqui is just a phone call away. She provides a tailored, personal excellent service and has contacted me yearly since plans were set up.

What could they have done better?

Nothing

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

I had some Pensions and Investments that I wanted to pull together for simplicity and also felt that they could perform better.

How has Jacqueline Hillan helped you?

Jacqui spent initially spent time with me to get a clear understanding of my current position and how I could improve my financial planning leading up to my retirement in a few yers time.

Have you seen the outcome you were hoping for?

Yes, all pensions and Investments now pulled together as I had hoped and are performing better. I also have a clear understanding of what I have and what to expect in future.

What could they have done better?

Nothing

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

Didn't have confidence in choosing the right options for my pension and mortgage.

How has Jacqueline Hillan helped you?

Explaining the options, looking at my specific needs and giving me complete confidence in my decisions for my investment.

Have you seen the outcome you were hoping for?

Yes. Delighted I know how much I can afford for a mortgage and my AVC is now up and running very smoothly.

What could they have done better?

Absolutely nothing. I have 100% confidence I got everything I needed.