508 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?
Pensions and investment advice
How has Joe helped you?
Joe has taken time to work through my questions and was really flexible when I changed my requirements.
Have you seen the outcome you were hoping for?
Yes at this stage.
Review for Paul Steggle
What were the circumstances that caused you to initially look for a financial adviser?
I was buying a house with my partner and needed mortgage advisor
How has Paul helped you?
Paul was brilliant. He took the time to discuss our options, explain things to us clearly and he was always at the end of the phone. He is really friendly and easy to talk to, reassuring and quick to reply. We can’t thank you enough
Have you seen the outcome you were hoping for?
Yes we brought our first property, it was made to be such an easy process with Paul’s help
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
