Janine's reviews
Reviewed for
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 17 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 17 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Lancashire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I realised how complex is the arena of pension selection, management and possible changes.
How has Janine Wilson helped you?
Janine has advised my wife and me for many years; first of all in saving for our retirement pensions and then in managing them and our other finacial decisions.
Have you seen the outcome you were hoping for?
Yes indeed. We have secure investments and a very comfortable standard of living now we are retired.
What could they have done better?
I honestly cannot think of anything that could have been done better. Janine had become a good friend as well as a trusted, highly professional financial advisor.
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?
I was allocated Janine when another adviser left the company.
How has Janine Wilson helped you?
She has helped me in setting up GI and ISA accounts. She is thorough in everything she does, extremely knowledgeable and caring.
Have you seen the outcome you were hoping for?
Yes, definitely.
What could they have done better?
Nothing
Janine:
Thank you for taking the time to share your kind feedback. I’m so pleased to hear that you’ve felt confident and well-supported since we began working together. Being described as thorough, knowledgeable and caring really means a great deal — it’s exactly the kind of service I aim to provide for every client. I’m glad the setup of your GIAs and ISAs has gone smoothly, and that the wider advice across pensions, planning, and retirement income has helped put you in a strong position for the future. It's always a pleasure to work with clients who are engaged and take time to fully review their financial communications. As ever, I’m here if you have any questions between our reviews, and I look forward to continuing to support your goals in the years ahead. Warm 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?
I was looking to make long-term investments and formulate a plan for early retirement.
How has Janine Wilson helped you?
Janine has recommended appropriate investments, advised on attitude to risk and tax efficiency and drawn a retirement income plan.
Have you seen the outcome you were hoping for?
Yes, I am under notice to retire early and have confidence in the financial plan drawn by Janine.
Janine:
Thank you for your kind review and for sharing your experience so clearly. I’m really pleased to hear that the financial plan we’ve developed together has given you the confidence to move forward with early retirement — that’s a significant milestone, and I’m delighted to have helped you prepare for it. Creating a strategy that balances long-term investment growth with appropriate risk, tax efficiency, and sustainable income is central to what I do. It’s great to know that the advice and planning around these areas has supported your goals so far. As always, I’ll continue to review and adapt the plan with you to ensure it stays aligned with your needs as life moves forward. Please do reach out whenever anything important arises in the meantime — I’m always happy to help. Warm 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?
Retirement lump sum investment
How has Janine Wilson helped you?
Continued advice on same lines as Simon Vaughan her predecessor . Safe - non adventurous investments . More recently when wife in expensive care - advised re drawings from investments
Have you seen the outcome you were hoping for?
Yes - fully
What could they have done better?
Nothing
Janine:
Thank you for your kind and considered review. I’m very pleased to hear that the advice provided has continued to meet your expectations and that you’ve felt supported throughout, particularly during such an important time in your life. I’m glad that our approach to maintaining a steady, cautious investment strategy has remained right for you. I’m also pleased that the guidance around drawing from your investments to help with care costs has offered some peace of mind. Your confidence in the advice and your ongoing trust are greatly appreciated. I look forward to continuing to support you in the years ahead.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?
Retirement
How has Janine Wilson helped you?
Great advice and warm personality
Have you seen the outcome you were hoping for?
No
What could they have done better?
Increased my income
Janine:
Thank you for taking the time to leave this review. I’m really pleased that you’ve felt confident in the advice and support provided, and that the guidance has been delivered with warmth and clarity. I understand that managing income in retirement can be challenging, particularly during times of market uncertainty or rising living costs. While I’m sorry to hear the outcomes haven’t yet fully met your expectations, I’m grateful for your continued trust and your kind comments about our work together. Your willingness to recommend my services to others is very much appreciated, and I remain committed to supporting you with your financial planning as your needs evolve over time.