67 reviews | 4 verified advisers
Review for Josh Cox
What could they have done better?
I believe they have the knowledge which I do not possess.
What were the circumstances that caused you to initially look for a financial adviser?
Security, better knowledge about our investments, good advise
How has Josh helped you?
Yes. Josh has been very helpful
Have you seen the outcome you were hoping for?
Yes
Review for Josh Cox
What could they have done better?
Josh is very proactive and also where circumstances arise is able to provide suitable solutions.
What were the circumstances that caused you to initially look for a financial adviser?
I have needed investment advice for my pension pot both before and after retirement.
How has Josh helped you?
Josh provides advice which is uniquely tailored to my financial position and which is designed to meet my needs in retirement.
Have you seen the outcome you were hoping for?
Yes.
Review for Josh Cox
What could they have done better?
Ha Ha ! Provided better than expected returns !
What were the circumstances that caused you to initially look for a financial adviser?
My previous adviser proved to be a disaster !
How has Josh helped you?
Josh and Aretian Wealth have always provided sound financial advice and have been pro-active from the start.
Have you seen the outcome you were hoping for?
One always hopes for better outcomes! But yes, overall I am very satisfied.
Review for Josh Cox
What could they have done better?
Can’t think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
We required advice as we were retiring.
How has Josh helped you?
Given us advice for different options which we are very pleased with.
Have you seen the outcome you were hoping for?
Yes & more
Review for Josh Cox
What could they have done better?
Josh could not have done anything better and we are really happy with the service he gives us.
What were the circumstances that caused you to initially look for a financial adviser?
We retired and needed advice on pension and investments.
How has Josh helped you?
Josh has given first class advice and has helped us in many ways over the last few years
Have you seen the outcome you were hoping for?
In every way and more.
