Julian Frere

The Private Office

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 29 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 20 )

Investments and Savings ( 43 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 18 )

Long Term Care ( 7 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 14 )

Financial Mentoring ( 6 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 16 )

£200k - £500k ( 4 )

£100k - £200k ( 1 )

( 5 )

First impression

by a VouchedFor user

16 days ago

Overall

Please provide a brief comment about your experience with Julian

Although I don't have the profile of a typical TPO client, Julian took great care in understanding my particular situation and helping me prioritise what I needed to do, with whom and by when. This was extremely helpful as with structure and a plan, came relief and a sense of being more organised than I thought I was. A true industry professional who places your interests first and will only propose work when there is clear value add to you.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Julian

Very relaxing conversation

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Julian

Excellent experience and very useful information given .

Julian:

Thank you John, very much for your feedback. I'm glad to hear you found our conversation useful. It was great discussing succession planning across personal and business interests and exploring various options to minimize inheritance tax. Our conversation covered a lot of ground, and I'm happy you found it valuable. It seems like you are on the right track with your tax adviser, but if you have any further technical points you would like to clarify, please do get back in touch. Best wishes, Julian

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Julian

My dealings with Julian to date have been brief but so far I consider him to be honest, trustworthy, knowledgable and very helpful. An absolute professional.

Julian:

Thank you both for your kind comments and for taking the time to leave feedback, it is greatly appreciated. While you had a strong 'gut' feeling as to the answer, I hope the conversation with the tax adviser I introduced you to, confirmed it. If you have any further questions you'd like to discuss, please don't hesitate to get back in touch. Best wishes, Julian

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Julian

I was impressed by the way he listened, the empathy he showed.

Julian:

Thank you so much for taking the time to share your experience of our initial conversation – I really appreciate it. I’m glad to hear you felt comfortable during our conversation and that you felt clear how I can help. It’s important to me that we can have open and honest discussions and pleased you felt listened to and understood. If there’s anything else on your mind or any further questions you have prior to our meeting, please don’t hesitate to contact me. I really look forward to our meeting and thank you again for your for taking the time to leave feedback. Best wishes, Julian