578 reviews | 4 verified advisers
Review for Joe Parker
What could they have done better?
Nothing. Joe is great.
What were the circumstances that caused you to initially look for a financial adviser?
Wanting to build a sustainable future
How has Joe helped you?
Great insights, financial planning and discourse which led to productive outcomes
Have you seen the outcome you were hoping for?
Yes
Review for Paul Steggle
What could they have done better?
Nothing to note
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to purchase my first property and needed advice on the mortgage products available on the market at the time.
How has Paul helped you?
Paul was able to find a number of options for mortgage products that were competitive in the market while also putting together a strong case for myself and my partner in the earning department since we have a commission based pay.
Have you seen the outcome you were hoping for?
Yes, we were able to get the mortgage we wanted.
Review for Joe Parker
What could they have done better?
Nothing really, went above and beyond, was professional throughout and extremely supportive.
What were the circumstances that caused you to initially look for a financial adviser?
Purchasing a commercial property via our SIPP fund.
How has Joe helped you?
Initiated the conversation by explaining the idea, then created a network of professionals including Dentons and Birketts to support our transition when moving through the purchasing a commercial property process.
Have you seen the outcome you were hoping for?
Yes absolutely.
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
Wealth Management
How has Joe helped you?
Joe has been our trusted financial advisor for a number of years and checks in every six months whilst also being available at other times for any queries we may have
Have you seen the outcome you were hoping for?
Joe always follows through on any issues discussed
Review for Joe Parker
What could they have done better?
All good.
What were the circumstances that caused you to initially look for a financial adviser?
A need to get a number of Company Pensions activated.
How has Joe helped you?
Assisted in activating Company Pensions, as per previous answer.
Have you seen the outcome you were hoping for?
Definitely.
