57 reviews | 4 verified advisers
Review for Josh Cox
What could they have done better?
All good.
What were the circumstances that caused you to initially look for a financial adviser?
Divorce.
How has Josh helped you?
Advice on care home for mother.
Have you seen the outcome you were hoping for?
Yes
Review for Josh Cox
What were the circumstances that caused you to initially look for a financial adviser?
Receiving an inheritance
How has Josh helped you?
Josh has been incredibly helpful at advising me what to do with my money. Even for someone like me who is not particularly knowledgeable about financial terminology, his guidance has always been clear and straightforward and he’s willing to answer any questions.
Have you seen the outcome you were hoping for?
Yes, and I feel confident I will continue to
Review for Paul Harsum
What could they have done better?
The only thing I can think of is the portals. The new portal is not a big improvement on the last. I've been meaning to talk to him about this.
What were the circumstances that caused you to initially look for a financial adviser?
We had just relocated back to the UK from the US after a tumultuous couple of years, and had let go of our previous financial adviser in the UK. We knew we had to get back to financial planning for the future and Paul came highly recommended from a close friend.
How has Paul helped you?
From our first meeting, Paul's calm and reassuring demeanour put us at ease and instilled confidence. He is always helping us think through the most tax efficient way of managing our assets.
Have you seen the outcome you were hoping for?
He has set us up to fund school and university for our children, and we are on target to achieve our retirement goals. We are extremely grateful to him and his team for putting use in the best possible position we could be in for our circumstances.
Review for Josh Cox
What could they have done better?
Nothing at this stage - we have only worked together for a few months.
What were the circumstances that caused you to initially look for a financial adviser?
Began considering our financial position for our retirement and needed expert guidance
How has Josh helped you?
He has consolidated our financial landscape, invested in line with our risk appetite and given expert guidance on how to plan for the retirement phase of our lives
Have you seen the outcome you were hoping for?
Completely, a visual modelling tool helped us see how our money will work. Josh has built trust with us quickly.
Review for Josh Cox
What could they have done better?
I don’t think there are any things that he could have done better, Josh is responsive to any challenges and questions as they arise.
What were the circumstances that caused you to initially look for a financial adviser?
I needed financial advice after the death of my husband and to create a new long term plan for myself and my children.
How has Josh helped you?
Josh has been very helpful in explaining the options, organising a long term financial plan, and carrying out the practicalities of the new portfolio. He has a good knowledge of the sector and where to get additional information as required. He listens to my priorities, responds promptly to queries and we have regular and thorough reviews of the portfolio. He is also clear about the charges incurred.
Have you seen the outcome you were hoping for?
Yes I am happy that Josh has provided the right advice and has been effective in putting the new arrangements in place. He provides regular updates and responds promptly to any queries.
