Jacqueline's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 30 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 4 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
Review
by a verified client in Hampshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional advice.
How has Jacqueline Wilson helped you?
She’s there to help me whenever.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Nothing.
Review
by a verified client in Hampshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
No she was my adviser at my previous company and I wanted her remain to be me my advisor
How has Jacqueline Wilson helped you?
Given my wife and I reassurance ref money matters
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing as She keeps us informed as what are options are and what if any changes we can make
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
none
How has Jacqueline Wilson helped you?
FRIENDLY AND PROFESSIONAL
Have you seen the outcome you were hoping for?
YES
What could they have done better?
N/A
Review
by a verified client in Hampshire
4 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
7 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.