Jane's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 3 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 4 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
Review
by a verified client in Hampshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My advisor retired
How has Jane Gleeson helped you?
Looking in my pension ready for retirement
Have you seen the outcome you were hoping for?
Jane is dealing with the matter at the moment
What could they have done better?
Nothing
Review
by a verified client in Dorset
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was automatically given an advisor when I was transferred over
How has Jane Gleeson helped you?
As I have ticked
Have you seen the outcome you were hoping for?
Not yet to soon
What could they have done better?
Nothing
Review
by a verified client in Sussex
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Couldn’t get hold of Previous advisor
How has Jane Gleeson helped you?
Pointing out things i wasn’t aware of
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing very happy with everything
Review
by a verified client in Hampshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to invest my money
How has Jane Gleeson helped you?
She has given me financial advice during our meetings in a helpful and friendly way. She has made some beneficial changes regarding my investments after listening to my thoughts and wishes during our meetings.
Have you seen the outcome you were hoping for?
not yet but I am sure I will
What could they have done better?
nothing
Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual review of portfolio
How has Jane Gleeson helped you?
Helped me make a decision about next important steps
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A in this instance