595 reviews | 4 verified advisers
Review for Joe Parker
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Joe helped you?
He has helped us understand the investments of our pension portfolios, understand our financial needs for the future and best place to make regular savings.
Have you seen the outcome you were hoping for?
Yes
Review for Paul Steggle
What could they have done better?
Nothing - was excellent throughout
What were the circumstances that caused you to initially look for a financial adviser?
Initially used Paul when buying my property and then used him again when my fixed term was coming to an end.
How has Paul helped you?
Provided excellent advice and service and made for a very smooth process.
Have you seen the outcome you were hoping for?
Yes
Review for Joe Parker
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I need to get a better understanding of my pension and eventual retirement position.
How has Joe helped you?
Fragmented pension pots now better organised and invested. Done follow clear and understandable explanations/advice which has enabled me to adjust my current work life and prepare for eventual retirement with greater confidence.
Have you seen the outcome you were hoping for?
Most definitely. Investments performing well and reporting is excellent so I know what is going on. Not been my experience previously.
Review for Paul Steggle
What were the circumstances that caused you to initially look for a financial adviser?
Our mortgage was due for renewal and we were struggling to find a competitive mortgage rate due to the rise in interest rates.
How has Paul helped you?
Paul provided a professional and efficient service to ensure that we secured a new mortgage deal with the aim of saving us as much money as possible on our monthly mortgage repayments. Paul was very knowledgeable and provided helpful advice throughout the process.
Have you seen the outcome you were hoping for?
Yes, Paul was able to find us a very competitive mortgage rate.
Review for Paul Steggle
What could they have done better?
Nothing - all great
What were the circumstances that caused you to initially look for a financial adviser?
Selling my old property with an expiring mortgage and looking to move/buy a new home
How has Paul helped you?
He was able to explain everything to us with ease, was at the end of the phone whenever we needed him and was super efficient with all our requests.
Have you seen the outcome you were hoping for?
Yes, we got a suitable mortgage at a competitive rate
