546 reviews | 4 verified advisers
Review for Joe Parker
What could they have done better?
Nothing Joe could have done better. He was amazing. We highly recommend Joe to anyone looking for a trustworthy and supportive financial advisor.
What were the circumstances that caused you to initially look for a financial adviser?
My Dad needed retirement and pension advice beyond my expertise. I had a fantastic experience working with Joe.
How has Joe helped you?
Joe was incredibly responsive, always quick to answer questions and provide updates. His ability to explain complex pension options with real clarity made the whole process feel much less overwhelming. What we appreciated most was his patience - he took the time to walk us through every step, never rushed us and made sure we fully understood each decision before moving forward.
Have you seen the outcome you were hoping for?
Thanks to Joe’s guidance, we now feel confident and secure about long-term financial plans.
Review for Paul Steggle
What could they have done better?
Nothing my service was great.
What were the circumstances that caused you to initially look for a financial adviser?
Paul has advised and arranged me for my mortgage when I moved house 5 years ago.
How has Paul helped you?
Paul always gives me straightforward honest advice and finds the best deals to suit my circumstances.
Have you seen the outcome you were hoping for?
Yes i got a good deal for the current economic climate.
Review for Joe Parker
What could they have done better?
I can't think of anything!
What were the circumstances that caused you to initially look for a financial adviser?
I've had a personal financial advisor since 2003 as I realised I needed to invest in a private pension.
How has Joe helped you?
In addition to advice on my current investments and savings, Joe has provided advice on budgetary and financial planning. I took voluntary redundancy in late July and am about to start a new job. I am 63 so have also started to plan for retirement. Joe provided me with a helpful visual chart to help my financial planning.
Have you seen the outcome you were hoping for?
Yes, had a very helpful meeting today. My new job is 4 days a week and the salary is less than my previous one, but meeting with Joe today has been very helpful and reassuring re: financial planning.
Review for Joe Parker
What could they have done better?
I honestly don't think there is anything he could have done better.
What were the circumstances that caused you to initially look for a financial adviser?
As a small business owner, I need to be on top of my finances. Joe is the only person I'd trust to help with that.
How has Joe helped you?
Joe's advice and support for all our finances has been indispensable. Aside from the plethora of advice around our business and pensions, Joe also helps us with ISAs and other personal savings, helping us to get the best from our earnings.
Have you seen the outcome you were hoping for?
Absolutely. Joe's advice has been spot on. Very happy with everything he's done for us.
Review for Joe Parker
What could they have done better?
Nothing- Joe's great!
What were the circumstances that caused you to initially look for a financial adviser?
I have recently become a shareholder of a company, and left employment as a teacher so need to enrol in a pension scheme.
How has Joe helped you?
Joe has helped me every step of the way understand what pension was best for me, and advised me through the process so I was clear on what I was signing up for.
Have you seen the outcome you were hoping for?
Yes
