Joe Froud

What were the circumstances that caused you to initially look for an adviser?

My wife and I were nearing retirement, we required Financial and Pension advice.

How has Joe Froud helped you?

He has created our retriement plans and manages our investment portfolio

Have you seen the outcome you were hoping for?

Yes, we are very happy

What could they have done better?

Nothing I can think of

What were the circumstances that caused you to initially look for an adviser?

I had a defined benefit pension to transfer and general advice required for my husband's investments.

How has Joe Froud helped you?

Friendly, attentive, explains everything to my husband how is very financially unaware in a way he can understand.

Have you seen the outcome you were hoping for?

Definitely, our pension funds are performing very well.

What could they have done better?

I can't think of anything

What were the circumstances that caused you to initially look for an adviser?

We wanted advice on planning our finances, so that we could invest our money and receive a monthly income from our investments prior to receiving our old age pensions.

How has Joe Froud helped you?

Joe Froud has continued to provide excellent advice and guidance on our investments/pensions.

Have you seen the outcome you were hoping for?

Yes, we have been very happy with every aspect of Joe's Financial Planning service.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

We are contemplating retirement and needed expert advice to know if that is possible.

How has Joe Froud helped you?

Joe's advice has been really clear and incredibly informative. His detailed report provides a really clear view of our options, and our discussions have left us feeling confident to make well informed decisions about our future years.

Have you seen the outcome you were hoping for?

Yes, we now feel well informed to make our retirement decisions.

What were the circumstances that caused you to initially look for an adviser?

I wanted to see if our pension savings could fund our retirement comfortably

How has Joe Froud helped you?

Joe helped us decide what is important to us and how much our predicted lifestyle will cost. He reviewed our pension savings and built a report which is so useful for understanding how our money will stretch for the next 2-3 decades.

Have you seen the outcome you were hoping for?

Yes, I feel happy knowing I have a plan for retirement.

What could they have done better?

Nothing