506 reviews | 4 verified advisers
Review for Joe Parker
What could they have done better?
n/a
What were the circumstances that caused you to initially look for a financial adviser?
Looking to optimise and review my portfolio.
How has Joe helped you?
Great advice on analysis, and readjustments while being open and transparent with clear details
Have you seen the outcome you were hoping for?
Yes
Review for Paul Steggle
What could they have done better?
Nothing - he always goes the extra mile, offers fantastic customer service, hugely competent and i wouldn't use anyone else.
What were the circumstances that caused you to initially look for a financial adviser?
Moving home.
How has Paul helped you?
I have used Paul twice for two different house moves. He's excellent at his job, really understands the market and can be relied upon to work at speed whilst ensuring he secures the most appropriate mortgage deal.
Have you seen the outcome you were hoping for?
Yes, on both occasions.
Review for Joe Parker
What could they have done better?
Nothing, Joe listens to the clients requirements, addresses any questions or concerns and provides advice on the best way forward. He provides information that allowed us to make informed decisions.
What were the circumstances that caused you to initially look for a financial adviser?
Looking to review and consolidate existing pensions
How has Joe helped you?
Joe review both mine and my husbands pension and gave advice on the best management of these.
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?
We wished to discuss our current pension plans and whether we needed to consolidate them in any way. We also had a lump sum of cash which we wished to consider investing.
How has Joe helped you?
Joe looked at our finances, talked about our aims and goals, assessed our attitude to risk, assessed our current pensions and then advised us accordingly.
Have you seen the outcome you were hoping for?
Our goals are still a little way off but we have consolidated some pensions, diversified, and also invested some cash for hopefully future growth.
Review for Paul Steggle
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Remortgage and new mortgage for moving
How has Paul helped you?
Direct communication, and always on the other end of the phone. Constantly refreshing the rate to ensure I was getting best on market.
Have you seen the outcome you were hoping for?
Yes, mortgage agreed
