Jacqueline's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 27 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To unpick the Pensions web, to understand what would be best for myself for the future planning.
How has Jacqueline Wilson helped you?
Yes, she's been very informative and explained things very well to enable me to make the choices that would meet my needs.
Have you seen the outcome you were hoping for?
yes, I'm feeling that the targets we've set are reaching expectations.
What could they have done better?
At this time I have no reason to give any critic as the advice given has been spot on.
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Jacqueline
Have only had initial contact but Jacqueline was very helpful and gave valuable guidance for when we are in a position to proceed.
Review
by a verified client in Isle of Wight
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing for retirement
How has Jacqueline Wilson helped you?
Given advice & guidance for our financial needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Satisfied with everything so far
Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As an financially knowledgeable individual, I was looking for someone able to help me formulate a strategy to access my pension investment income at retirement in a tax efficient manner.
How has Jacqueline Wilson helped you?
Jacqueline and I had a detailed discussion about my options, and she has helped me decide the best way to proceed.
Have you seen the outcome you were hoping for?
Yes. Very happy.
What could they have done better?
Nothing that I can think of.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Jacqueline
Jacqueline was able to set up time to talk to me and got back to me right away. I just had a half hour chat with her about the general state of my finances and she was able to give me valuable pointers for things to think about. I'm not currently in a position to proceed with any advice, but she was very helpful in giving me general ideas around working towards retirement and taking advantage of tax efficiencies for my pension. Helpful and plain speaking.