612 reviews | 4 verified advisers
Review for Paul Steggle
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?
Advice on best mortgage for me
How has Paul helped you?
He helped me with my first mortgage and remortgages ever since.
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?
To help in our retirement
How has Joe helped you?
Gives solid got advice
Have you seen the outcome you were hoping for?
Yes
Review for Joe Parker
What could they have done better?
Nothing could be better. Very happy
What were the circumstances that caused you to initially look for a financial adviser?
We received an inheritance and wanted to plan for early retirement
How has Joe helped you?
Joe has made financial planning accessible and less scary. He has talked through our options in easy to understand ways and advised us appropriately. We have made money on our investments and he has helped us flex as we have needed to. He is always available for advice and as things change
Have you seen the outcome you were hoping for?
Definitely. Investments have done well. We’ve accessed money and advice as we have needed it
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?
My husband died leaving me monies in investments ISAs and pensions , that I couldn’t understand.
How has Joe helped you?
He explained everything in easy to understand language, and recommended putting it all in Aviva investment accounts.
Have you seen the outcome you were hoping for?
Yes I have
Review for Paul Steggle
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Buying first house
How has Paul helped you?
Insurance, mortgage, advice
Have you seen the outcome you were hoping for?
Yes
