510 reviews | 4 verified advisers
Can’t think of anything.
Having children and mortgage. Having shares and cash savings -> wanting advice re investments, and pensions. Also set up pensions for kids
Joe has helped our family by advising on investments and savings, setting up and managing pensions (including for our children), setting up critical illness cover and advising re tax.
Yes, we’ve set up pensions for our kids, invested more in my pension and are setting up critical illness cover for me to complement other covers. We also have had an annual review of investments and savings, so can make our money work harder.
I can't think of anything. Graeme has always made us feed valued and he never seems to be in a hurry to get to his next appointment. He always gives us opportunities to ask questions.
I retired quite abruptly in January and had multiple pension policies that needed sorting out: although I have some financial knowledge, I was somewhat baffled by the wide range of options available.
At our initial consultation at our home, Graeme listened as my wife and I described our circumstances and our future aims. He then explained a number of options available to us, taking into account our attitude to risk. After a second, more detailed, meeting, Graeme spent considerable time obtaining full details of my pensions from various pension companies. Then he very helpfully recommended a couple of options that would suit us regarding the consolidation of pensions. We agreed on the route that suits us best (a mixture of tax-free cash, annuity and drawdown) and signed a lot of paperwork.
We have not yet seen any income from the annuity, but I have full confidence that everything is in place.
Nothing
Pensions and investment advice
Joe has taken time to work through my questions and was really flexible when I changed my requirements.
Yes at this stage.
I was buying a house with my partner and needed mortgage advisor
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
Yes we brought our first property, it was made to be such an easy process with Paul’s help
n/a
Looking to optimise and review my portfolio.
Great advice on analysis, and readjustments while being open and transparent with clear details
Yes