Joshua's reviews
Reviewed for
Insurance and Protection ( 52 )
Mortgages ( 85 )
Pensions ( 44 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 12 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 19 )
Financial Mentoring ( 9 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 10 )
£100k - £200k ( 6 )
Up to £50k ( 16 )
£50k - 100k ( 12 )
( 1 )
Review
by a verified client in London
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a mortgage
How has Joshua Gerstler helped you?
Given me the confidence to invest
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To take advantage of opportunities to increase the value of my investments
How has Joshua Gerstler helped you?
I would recommend Josh and his team to anyone seeking their help, because they provide a high level of service and personal engagement. They communicate well and are capable of providing rapid, helpful analyses of one’s financial circumstances. I have found their investment management to be skilled and successful (despite what I regard as their somewhat unhelpful rejection of benchmarking). I have found them to be responsive always and well aware that it is my money, not their’s. And I like their clever, useful financial modelling.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
no comment
Joshua:
Thank you for your review It has been a pleasure to help you over the last few years with your Financial Planning and Wealth Management You are correct, we like to benchmark against you achieving your goals, rather than an arbitrary market amount (even if we have exceeded this!) We look forward to many more years of Growing TogetherReview
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Been a client for the last ten plus years
How has Joshua Gerstler helped you?
Plan for the next 20 years to maintain outgoings and spending but afford retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothibng
Joshua:
Thanks so much for your 5 star review. It has been a pleasure helping you with your pensions and wider financial planning over the years and to help you plan for retirement and I am pleased that you feel comfortable talking to us whenever you need to. We look forward to continuing working with you for many more years to come.Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone to hold my hand during a period of financial stress
How has Joshua Gerstler helped you?
A calm and care influence
Have you seen the outcome you were hoping for?
YEs - far exceeding my initial needs
What could they have done better?
Not much
Joshua:
Thank you for your five star rating. It has been a pleasure to help you with your financial planning and provide financial advice over the years From pensions and investments, to mortgages and protection, we love chatting through all of it with you! We are looking forward to seeing you again soon. The TOPFS TeamReview
by a verified client in Middlesex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning, savings and mortgage advice
How has Joshua Gerstler helped you?
Provided responsive, measured and insightful advice on all our financial planning decisions
Have you seen the outcome you were hoping for?
Absolutely, all advice has led to us feeling more confident about our financial choices
What could they have done better?
Nothing
Joshua:
Thank you for your review It is always a pleasure to help you with your financial planning. Whether it is planning for your retirement, managing your investments or moving home, we are always here for you.