490 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?
Needed a pension for each director
How has Joe helped you?
Joe has set up a pension for all 3 directors.
Have you seen the outcome you were hoping for?
Yes.
Review for Graeme Mackay
What could they have done better?
Not applicable.
What were the circumstances that caused you to initially look for a financial adviser?
I needed to make arrangements to start collecting my private pension in 2025
How has Graeme helped you?
Graeme is very professional and explained my options to me clearly so that I was in a position to make informed decisions.
Have you seen the outcome you were hoping for?
Yes, and the process has been put in motion for me to start collecting my pension in a couple of months time.
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?
Needed to think about my finances for the future
How has Joe helped you?
He has helped me understand it in a very clear way, explained it fully when I didn't understand or had further questions and enabled me to make some clear decisions about my finances in later life
Have you seen the outcome you were hoping for?
Yes
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
Needing to set up a personal pension.
How has Joe helped you?
Joe has helped me to understand the way pensions work and help me find and set up a good pension.
Have you seen the outcome you were hoping for?
Advice has been extremely useful and everything has been set up with no fuss at all.
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
Reassessment of savings plans and pension
How has Joe helped you?
Joe explained all the possible options available in a comprehensive manner and advised which would be most appropriate given my overarching objectives.
Have you seen the outcome you were hoping for?
Yes
