Top Rated Firm 2024
470 reviews | 4 verified advisers
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
Pension advise
How has Joe helped you?
Pension advise
Have you seen the outcome you were hoping for?
Yes
Review for Joe Parker
What could they have done better?
not much. He was very good.
What were the circumstances that caused you to initially look for a financial adviser?
Thought that my situation needed to be reviewed.
How has Joe helped you?
He gave me some options and I chose one that suited me well.
Have you seen the outcome you were hoping for?
Yes
Review for Joe Parker
What could they have done better?
He helped us achieve what we needed
What were the circumstances that caused you to initially look for a financial adviser?
To get some specialist guidance
How has Joe helped you?
He has provided good information and service
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?
We needed advice on balancing our finances/pensions with regards to retirement / possible early retirement
How has Joe helped you?
Joe helped us by looking at our whole situation and was very organised and clear about different possible options we could consider
Have you seen the outcome you were hoping for?
Everything is very clear to us now. We feel confident and organised after Joes help and advice
Review for Joe Parker
What could they have done better?
Can’t see they could do better.
What were the circumstances that caused you to initially look for a financial adviser?
Pensions
How has Joe helped you?
Swapped my pension over.
Have you seen the outcome you were hoping for?
Yes
