Joshua's reviews
Reviewed for
Insurance and Protection ( 54 )
Mortgages ( 88 )
Pensions ( 48 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 13 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 24 )
Financial Mentoring ( 10 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 10 )
£100k - £200k ( 7 )
£50k - 100k ( 12 )
( 1 )
Up to £50k ( 17 )
Review
by a verified client in Middlesex
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Joshua Gerstler helped you?
Instructive professionalism
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Joshua:
Thank you for your kind review It has been a pleasure to get to know you over the past few years and help you plan for a successful retirement I am glad you are enjoying it so far and that your golf is going well! Looking forward to seeing you again soon.Review
by a verified client in Oxfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous man sadly died
How has Joshua Gerstler helped you?
Find a mortgage
Have you seen the outcome you were hoping for?
Yes
Joshua:
Thank you for your review Despite the circumstance of how we met, it has been a pleasure to help you and I look forward to Growing TogetherReview
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed financial.planning anc protection
How has Joshua Gerstler helped you?
Reassurance, sage advice, investing
Have you seen the outcome you were hoping for?
Yes, im now investing in funds rather then sitting in banks and getting protection
What could they have done better?
NA
Joshua:
Thank you for your kind review It has been a pleasure to help you start your financial planning journey I am pleased you are enjoying having a plan, with an investment portfolio rather than cash, and that you feel your protection is important tooReview
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?
Needed help with my finances
How has Joshua Gerstler helped you?
Helped me make sure I am okay financially
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Joshua:
Thank you for taking the time to leave a review It is a pleasure to help you with your financial planning and I am pleased you are on track for a comfortable retirementReview
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?
having retired I needed someone I could trust to help me plan for my future
How has Joshua Gerstler helped you?
Made me feel comfortable and relaxed about my long term financial security
Have you seen the outcome you were hoping for?
Without a doubt
What could they have done better?
You cannot better a first class service
Joshua:
Thank you for your review I am pleased that you are enjoying your retirement and that we have ensured you are on track to continue to do so for many years to come