Joe's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 12 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
Review
by a verified client in Essex
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of prior pensions.
How has Joe Willcox helped you?
Started to work with Joe to bring together all my prior pensions, then moved on to various investment plans for myself, wife and now son.
Have you seen the outcome you were hoping for?
So far, things have gone to plan. Obviously the major proof will come upon retirement but so far, so good.
Review
by a verified client in Surrey
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a previous financial adviser who was in advancing years and heffectively semi-retired with no accession plan.
How has Joe Willcox helped you?
Yes, he has been very professional and provided excellent advice. He has taken the time to fully undertsand our financial circumstances and our goals for retirement.
Have you seen the outcome you were hoping for?
Yes, we now feel our pension investments are in the most appropriate funds based on our risk appetite. Joe checks in regularly and keeps us fully updated on any changes that might impact our investments.
What could they have done better?
Nothing, he has been brilliant!
Review
by a verified client in West Sussex
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement with a variety of pension pots that did not suit my needs.
How has Joe Willcox helped you?
Pension consolidation and retirement financial planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Kent
10 months ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
I initially required an advisor to assist with personal pension
How has Joe Willcox helped you?
The guidance I appreciated most was to stay invested through the COVID cycle. Joe’s insights are extremely helpful in managing portfolio, and the administration side is as smooth as possible.
Have you seen the outcome you were hoping for?
Medium term yes, most assets have performed well; proof will be in the long term!
What could they have done better?
All good.
Review
by a verified client in Gloucestershire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Joe Willcox helped you?
Joe is a good listener and gives helpful tips & hints, along with quality modeling for the future.
Have you seen the outcome you were hoping for?
It’s good to see all outcomes and understand the positon.