Julian's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 31 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 20 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 17 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
( 5 )
Review
by a verified client in Essex
15 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Julian and TPO came strongly recommended by my previous financial advisior - who decided to retire.
How has Julian Frere helped you?
Julian has really helped me come to terms with my own inadequacy about all financial affairs and my long term planning.
Have you seen the outcome you were hoping for?
Yes, although I am still weak on fully understanding financial markets and the effect they have on my savings and pensions, I have certainly been enlightened by Julian's and Merve's special way of explaining such matters to enable me to make decisions.
What could they have done better?
I really cannot say how there could be any way of improving our relationship.
Review
by a verified client in Essex
2 days 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
10 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, JulianFirst impression
by a VouchedFor user
15 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, JulianFirst impression
by a VouchedFor user
24 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