69 reviews | 4 verified advisers
Review for Paul Harsum
What could they have done better?
Cannot think of anything to suggest. Paul and his team were always very responsive; and patient with my lack of responsiveness sometimes.
What were the circumstances that caused you to initially look for a financial adviser?
I turned 40, with no pension and no significant savings. Reasonably assessed, I was at the midpoint in my life. It was time to act.
How has Paul helped you?
Paul has looked after all personal finance matters for me. Whenever I had a financial query, no matter the nature, he was willing to assist — even down to form-filling and general financial admin. Particularly helpfully, he was willing to engage directly with my accountants — prior to my move to France — sending to them whatever they required.
Have you seen the outcome you were hoping for?
Certainly.
Review for Josh Cox
What were the circumstances that caused you to initially look for a financial adviser?
Receipt of a redundancy payment
How has Josh helped you?
Seeing the bigger picture.
Have you seen the outcome you were hoping for?
The best in the circumstances.
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.
