Janine's reviews
Reviewed for
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 13 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 2 )
Review
by a verified client in Lancashire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Just General Pension/Long term financial planning
How has Janine Wilson helped you?
Janine always thoroughly looks into my Pensions / Investments and gives me good advice
Have you seen the outcome you were hoping for?
Yes all Pensions / Investments are performing well
What could they have done better?
i'm happy with the outcome
Janine:
Thank you for taking the time to share your feedback. It’s great to hear that you’re happy with the outcome of our work together and that your pensions and investments are performing well. I always aim to provide thorough, tailored advice to ensure your financial plans align with your long-term goals, so I’m pleased to know you’ve found my guidance valuable. Regular reviews and discussions are key to staying on track, and I appreciate the trust you’ve placed in me to support your pension and investment planning. If you ever have any questions or need further guidance, please don’t hesitate to get in touch. I look forward to continuing to work with you and helping you plan for the future with confidence. Best regards, Janine WilsonReview
by a verified client in Lancashire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning following the death of my husband.
How has Janine Wilson helped you?
Helped with investments and savings, and inheritance tax.
Have you seen the outcome you were hoping for?
Considering the financial climate over the last few years, yes.
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Specialist advise from a qualified advisor is paramount for someone approaching retirement age
How has Janine Wilson helped you?
By offering sound advice enabling me to invest wisely for mine and my family’s future
Have you seen the outcome you were hoping for?
Yes to some degree .Ms.Wison has arranged to meet with me in March 2025 to agree inheritance tax avoidance , future pension contributions and trusts.
What could they have done better?
Nothing
Janine:
Thank you for your thoughtful review. I’m really pleased to hear that you’ve found my advice valuable in helping you invest wisely for both your own future and your family’s. Planning for retirement and beyond is an important process, and I appreciate the trust you’ve placed in me to guide you through it. It’s great to know that you feel confident in the progress we’ve made so far, and I look forward to our upcoming meeting in March to review your inheritance planning, pension contributions, and trusts. Ensuring that your financial plans remain aligned with your long-term goals is always a priority, and I appreciate the opportunity to continue supporting you. I also truly appreciate your confidence in my services and that you would consider recommending me to others. If there’s ever anything more I can do to assist you or your family, please don’t hesitate to get in touch. Best regards, Janine WilsonReview
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Knowledge
How has Janine Wilson helped you?
Financial planning
Have you seen the outcome you were hoping for?
Yes steady growth
What could they have done better?
Don’t know because I am happy
Janine:
Thank you for taking the time to leave a review. I’m really pleased to hear that you’re happy with the financial planning support I’ve provided and that you’ve seen steady growth in your investments. Helping clients build confidence in their financial future is always my priority, and I’m glad that my advice has supported you in achieving your goals. I appreciate that you take the time to engage with my correspondence, and if there’s ever anything I can do to make our communications even clearer or more useful for you, please don’t hesitate to let me know. If you ever have any questions between our scheduled meetings, I’m always happy to help. I look forward to continuing to support you in the years ahead. Best regards, Janine WilsonReview
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed confirmation of how much income I required to go on early retirement.
How has Janine Wilson helped you?
Janine advised me to increase my pensions conyribitions at work, take out an ISA and invest on NS&I premier bonds. She also suggested that I moved some of my older investment ISAs to another company as their management fees were substantially lower.
Have you seen the outcome you were hoping for?
Yes. I am now retired and on pension.