Jacqueline Brown

What were the circumstances that caused you to initially look for an adviser?

We wanted to make sure that our money was invested with what felt like the correct balance of generating income and managing risk, and knew we didn't have the time, application or expertise to deal with this ourselves.

How has Jacqueline Brown helped you?

Jacqueline "inherited" us as we were already clients of what became Bespoke: this was part of the natural ebb and flow of staff. We had a proper and thorough handover with both her and her predecessor, so that she was thoroughly aware of our financial situation and longer term intentions. I like to think we have been relatively easy clients to take on as a result. She has helped with necessary changes around retirement and moving investment platform and been available for the odd query. If she's not been available, we have had either contact from someone else on the team or a holding reply so we know what's going on. She also speaks Normal as well as Finance, which is very helpful.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A. We had an issue at one point with the platform rather than Bespoke, but the Bespoke team went over and above to sort it out.

What were the circumstances that caused you to initially look for an adviser?

I had had a financial adviser before Bespoke and with Bespoke for many years.Within the last 5 years my then adviser left Bespoke and Jaqueline was allocated to be my new adviser and I am happy that she was.

How has Jacqueline Brown helped you?

Some tidying up of my portfolio was required when Jaqueline took over and she was of great help in reorganising matters amongst which was to move my investments to a new (to me) financial services business and this has proved to be beneficial to me.

Have you seen the outcome you were hoping for?

Like all investments there are gains and losses depending on general financial factors but I have been pleased with progress.

What could they have done better?

Difficult to know what

What were the circumstances that caused you to initially look for an adviser?

nothing is straitforward in Finance. We needed a little nudgr in the right direction.

How has Jacqueline Brown helped you?

Jacqueline is readily available when called upon for advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have no complaints

What were the circumstances that caused you to initially look for an adviser?

Becoming self employed

How has Jacqueline Brown helped you?

Retirement planning

Have you seen the outcome you were hoping for?

Yes so far

What were the circumstances that caused you to initially look for an adviser?

I was looking to retire early and needed the confidence of an expert to confirm if it was viable

How has Jacqueline Brown helped you?

Jacqueline is always available for support, guidance and honest advise. She always listens to me and is never pushy or looking for business. She always puts my needs first

Have you seen the outcome you were hoping for?

Yes in all areas of financial advise she has given

What could they have done better?

I'm not sure there is much improvement required. I'm very happy with everything

What were the circumstances that caused you to initially look for an adviser?

Reviewing our pensions & income

How has Jacqueline Brown helped you?

Excellent advice and always professional

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We were initially with Graham Mclauchlan via A & A Walters Ltd

How has Jacqueline Brown helped you?

She has been very helpful with any queries that have arose

Have you seen the outcome you were hoping for?

Yes we have so far

What could they have done better?

We haven't encountered any problems.

What were the circumstances that caused you to initially look for an adviser?

Retiring

How has Jacqueline Brown helped you?

Helped with budgeting, forecasting and guidance around investment choices

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We were looking for professional support to adjust our savings.

How has Jacqueline Brown helped you?

Jacqueline responds promptly to phone calls/ emails and is extremely helpful explaining in easy to understand terms the options available.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

Initially I moved my work pension over to an Investment house and wanted to ensure I got the best return. It's a confusing place to be and there are risks and loses that need to be understood. The investment was steady and grew, but I was never sure exactly what was happening and when. I then had to move into a long term retirement plan due to serious medical issues so I was even more concerned about my investments.

How has Jacqueline Brown helped you?

Following on from the above, Jacqueline arrived on the scene and quickly understood me, she took time to ask many question and then explained in simple language what my money was going to do and how it was going to grow, with the risks clearly explained so I was aware it could also drop. Most important she ensured I understood the long term which has made me feel so much more relaxed knowing the future looms strong.

Have you seen the outcome you were hoping for?

A big YES

What could they have done better?

That's a difficult one as not sure she could, but in the spirit of feedback what may have been useful for my wife and I is to have planned meetings where we can discuss options for our investments, may only need 2 per year but its nice to catch up anyway if we do not discuss investments. Well for us it is maybe time will be an issue for Jacqueline.

What were the circumstances that caused you to initially look for an adviser?

Inherited money which I needed to invest to get the best possible return for future financial security.

How has Jacqueline Brown helped you?

Continued to advise on investments already in place when she took over from my previous adviser.

Have you seen the outcome you were hoping for?

So far all is good.

What could they have done better?

Nothing that i can think of.

What were the circumstances that caused you to initially look for an adviser?

To help advise with investments.

How has Jacqueline Brown helped you?

Jacqueline has a “special” quality whereby she always listens and always puts my mind at rest if I have a specific need or query.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Ver satisfied.

What were the circumstances that caused you to initially look for an adviser?

On going

How has Jacqueline Brown helped you?

Finances

Have you seen the outcome you were hoping for?

Ok

What could they have done better?

Other companies responding quicker outside your domain !