Julian Frere

The Private Office

Julian's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 30 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 20 )

Investments and Savings ( 45 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 19 )

Long Term Care ( 7 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 16 )

Financial Mentoring ( 6 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 17 )

£200k - £500k ( 4 )

£100k - £200k ( 1 )

( 5 )

Review

by a verified client in Essex

18 hours ago

Overall

Advice

Service

Value

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

When I had money to invest.

How has Julian Frere helped you?

He has expertise in an area where I don't feel competent enough.

Have you seen the outcome you were hoping for?

In these uncertain times, I feel my investments are in good hands.

First impression

by a VouchedFor user

9 days ago

Overall

Please provide a brief comment about your experience with Julian

First meeting was very positive and nothing seemed like too much trouble. Julian took time to explain the process and did not rush the appointment. I look forward to working with Julian and the team at the appropriate time.

Julian:

Thank you so much for taking the time to leave a review, it is really appreciated. I am delighted that our conversation was helpful. Selling a business takes a huge investment of your time and energy and working with an experienced team who can provide advice and support, at a pace that feels right for you, is really important. We really look forward to working with you both. Best wishes, Julian

First impression

by a VouchedFor user

13 days ago

Overall

Please provide a brief comment about your experience with Julian

Enjoyable and informative first conversation

Julian:

Thank you very much for taking the time to leave a review, which is really appreciated. As a sophisticated businessman and investor it feels like you are on the right tracks. I hope that our conversation gave you some reassurance and if i can be of help in the future, please do not hesitate to get in touch. Best wishes, Julian

First impression

by a VouchedFor user

23 days ago

Overall

Please provide a brief comment about your experience with Julian

I was looking for a personalised service which understood my needs. In the past I had struggled to find this but Julian immediately understood my situation and was able to offer me something which met my needs and situation. Am very happy

Julian:

Thank you very much for taking the time to share your feedback, I know how busy you are and the demands on your time of running your business and a busy family life. I also recognise that you are a highly sophisticated investor and FCA registered professional, with a successful business in the finance sector, so I am delighted that I could help and really look forward to working together. With many thanks and I look forward to meeting again soon, Best wishes, Julian

First impression

by a VouchedFor user

24 days ago

Overall

Please provide a brief comment about your experience with Julian

Julian really took the time to talk to me about what I might need and displayed an exceptional level of understanding and experience that both made me feel at ease in talking to him and gave me a better understanding of the industry to help me make some better informed decisions. I really appreciated that he didn't make me feel rushed, even though this was an initial meeting. I was really impressed--thank you so much.

Julian:

Thank you very much for your thoughtful feedback, which is greatly appreciated. It was a pleasure meeting you and discussing your situation. Given that you work in our profession and value understanding the detail, please feel free to contact me with any further questions. I recognise the importance of taking the time needed to collaborate and build a comprehensive financial plan that you fully understand and feel comfortable with. The peace of mind and financial confidence that comes from this can be very reassuring for you and your family. Thank you again, and I look forward to the prospect of meeting in person. Best wishes, Julian