Julie has been invaluable in advising me of the best savings deals for me. Having a young daughter I have had to plan for my family’s financial security. Julie has always been happy to advise me of the best deals available, either in person or on the phone. She has always offered me sound advice and answered all my questions no matter how small. I would recommend Julie to anybody seeking impartial, knowledgeable advice.
Julie has helped me with advice regarding my pensions and savings. She has always explained things in a way that I understand and is always there when I have any questions. I have no hesitation in recommending Julie to my family and friends.
Samantha, Lanarkshire, Clinical Analyst
Julie constantly kept me informed and updated me on the progress of my financial arrangement. I was very impressed with her professionalism and the way
The advice she gave me was explained in a way that I could understand.
The whole experience was stress free and I would recommend Julie to any of my friends and colleagues.
Barry, Merseyside, Joiner
Julie was very friendly and understanding of my present situation. Everything was explained thoroughly and she had patience to answer any questions which I raised. I have complete confidence in any business she undertakes for me as I know she will do her best to satisfy my requirements. I now consider her to be a loyal friend as well as my financial adviser and it is a pleasure to meet her.
Helen, Ayrshire, Retired
My wife and I have known Julie for many years and have always been completely satisfied with the advice offered what is most impressive is the amount of time taken in researching products to match our requirements furthermore she always explains the product in an uncomplicated and easy to understand manner -I feel this is vitally important when planning your financial future we have recommended Julie to our daughter who is equally delighted with the advice given.
Julie was a very knowledgeable and competent advisor with a real personal touch. Good awareness of the financial sector overall and proficient in her directed advice.
I met julie after a breavement and needed someone to sort out all my finances. Her friendly and businesslike manner puts you at ease. Having very little understanding of the financial world Julie was able to guide me as to what would be best for myself and my son. She put everything into perspective and I didn’t hesitate trusting her to invest my money wisely. I would not hesitate to recommend Julie to anyone needing financial advice.
Mary, Ayrshire, Staff Nurse
Julie has comprehensively dealt with everything I’ve asked of her and I’m confident that this will continue. I know advisors have to pass exams, be licensed and stay knowledgeable about a whole range of things, they don’t have to be soo pleasant, willing and able to tailor advice to very specific circumstances which Julie very definitely is.
Julie provides first class no nonsense advice. She got straight to the point in addressing all of my questions and based on what I’d told her she asked me some follow up questions to ensure that she was able to give me the best advice possible then advised on what she felt would be the best way forward for me. I have absolute confidence in Julie and know that she gives well informed advice and explains anything that I don’t understand.
Lorna, East Sussex, Project Manager
I’ve spoken to Julie over the phone and met her twice. From our conversations, she appears to have the ability to talk to you, at your level. Her attitude is very professional, whilst also being warm, friendly and approachable. I feel Julie is someone who listens to me, as she has answered all my questions, when she doesn’t know an answer she freely admits it and goes away to get it. I’m in the process of having to make decisions about my future, being single and not having anyone I can really talk to about my financial matters, Julie has been able to help. I really appreciate her support and feel with her knowledge, attitude and friendly professionalism, I’ve made the right choice for me.
Suzanne, Cheshire, Housing Manager
I had a very good experience meeting Julie. I felt she was very knowledgable and answered all my questions with ease, and I was impressed with the solutions she found for me and the savings this created. She was concise and friendly and explained everything in simple terms. Highly efficient.
Amanda, Renfrewshire, Entertainments Manager
I have been very impressed with Julie’s depth of knowledge and her attention to detail. She has provided all of the information required to enable me to make the necessary decisions about my investments and is available at any time to respond to queries.
Alan, Ayrshire, Structural Engineering Manager
Julie was really good at explaining things in a way that was easy to understand. I couldn’t have felt more at ease with everything she suggested and felt that she took the time to understand what was important to me.
I was impressed by how thorough Julie was, taking time to explain exactly how investing money works (something I didn’t have much experience of). But after spending time with her, I was confident that I understood what would be the best approach for me. I like the fact that she keeps in touch with me as well and we meet to discuss how things are progressing and to keep me updated.
I have been exceptionally pleased with the service I have received from Julie and the team. She took time to explain how investments work, and to make sure we arranged my investment to match my attitude to risk. More importantly, she mad me think about how much money I needed to keep access to and how I could organise and plan my spending for the future.
We meet as often as I need, but at least once a year to bring me up to date and to make sure that everything is as it should be. I feel confident because I know that my money is being monitored on a daily basis and I am kept informed of any changes.
Overall I would have no hesitation in recommending Julie to any of my family in friends because she does an excellent job, and I believe her services are good value for money.
I found Julie to be very helpful in dealing with my financial planning. She is very knowledgeable and answered all my questions with careful consideration. I felt much better informed about the best financial options for me and my family.
Sharon, Perthshire, Tutor
We’re really pleased with the service & advice we have received from Julie. Everything was fully explained and we felt that the ideas she suggested were focussed on what was important to us. Would happily recommend her to others.
Very thorough investigation of my personal circumstances and my requirements going into retirement and ongoing advice for invesments.
Very professional presentation of all options and varying circumstances. She is also very personable.
Julie is very good at explaining everything in simple terms, which is needed when it comes to me and finances. Over the years there have been a few things I’ve signed up for which I didn’t really understand. She has managed to get to the bottom of everything and tied everything up together. I have been quite anxious about some things but she has taken her time, explained everything full and in a professional manner and has put my mind at rest. she is very enthusiastic about her subject.
Linda, Lanarkshire, Retired
Julie has been advising me for some time now. We have regular reviews of my investments which is very helpful because I know that she is monitoring everything in the background and making sure that changes are made as and when necessary. I would say one of the best things about working with Julie is that I don’t have to worry about anything money related because I trust her implicitly – she understands what’s important to me and listens well.
Through the years I’ve recommended her to friends and family, who are as happy and impressed as I am.
Celia, Lanarkshire, Retired
Julie is expert at sharing information in a down to earth and easy to understand manner. She will happily tailor the information to individual needs, including providing greater detail, if required. Julie is always very approachable, meaning that I can ask probably what is a very basic question, without feeling completely stupid! I have real confidence in Julie, she has a very high level of knowledge and keeps abreast of changes, including doing further qualifications.
I’d happily recommend her to others!
Sarra, Merseyside, Director
For once someone listened to me and understood what I was looking for in terms of future financial security and money accessability whilst enjoying the immediate benefit of my ‘pension pot’.
Geoff, Merseyside, Retired
Julie was excellent on the initial meeting at explaining how the Financial system works and how my wife and myself could benefit from various opportunities, which we are presently discussing.
William, Lanarkshire, Electrician
Through discussion Julie builds a clear picture of her clients needs and expectations before she goes on to give any recommendations. She gives targeted advice and ensures that clients are aware of risks and limitations that may apply to the investment opportunities available. I am highly confident that Julie has created an investment portfolio that is designed to achieve the best returns possible and I know through experience that she takes a proactive approach to managing this for me. She always explains the costs and benefits associated with decisions that I take regarding investments and this includes fee structures. Julie keeps me fully informed of how my portfolio is performing and of any developments that she feels I need to act on; she provides illustration by giving graphical examples which is very helpful.
Catherine, Ayrshire, Teacher
Julie was recommended to me by a friend, and she has been working with me over the last year to help me sort out a pension. She has been advised me on the pension plans I already had and what has been really helpful has been that these are now part of a solid strategy to help me retire when I want. I have used other advisers before, but this is the first time I feel that I have a proper financial plan in place. She looked at all the old pensions and explained how they work and has made them more efficient.
Julie is really good at keeping in touch with me and I particularly like that I can keep a track of pension online. Now that I know exactly what I am saving for this is a real benefit.