Joanne's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 3 )
Pensions ( 31 )
Retirement income (annuities, drawdown) ( 26 )
Investments and Savings ( 77 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 24 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 50 )
Financial Mentoring ( 14 )
Financial Coaching ( 7 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 16 )
£100k - £200k ( 8 )
Up to £50k ( 7 )
£50k - 100k ( 12 )
Repeat review
by a verified client in East Riding
a month ago
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Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joanne Baker helped you since your last review?
Yet again Jo was amazing! She is so approachable and understanding. She explained things in simple terms and gave great advice on the best way to invest my forthcoming equity payment. This is a completely new situation for me and without Jo , I would feel out of my depth. I would ( and do !) highly recommend her . It is like talking to a friend (a very knowledgeable friend!) that has your back. Jo is also there to support if you have any further questions or need help after the initial meeting. What more can you ask for ?
Repeat review
by a verified client in Yorkshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joanne Baker helped you since your last review?
Joanne has continued to provide excellent ongoing service regarding my savings and investments. Joanne has also provided excellent service and assistance in dealings with HMRC regarding Capital Gains Tax incurred during the consolidation of my Portfolio investments. Also to mention it is always a pleasure to meet with Joanne to discuss my financial arrangements.
Repeat review
by a verified client in Yorkshire
a month ago
Overall
Value
Service
Advice
This review is a follow-up review from a client who left a review previously.
How has Joanne Baker helped you since your last review?
Her continued professional and supportive advice has made my financial planning much less stressful
Joanne:
Thank you very much for taking the time to leave me a review. It is always a pleasure to work with youRepeat review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joanne Baker helped you since your last review?
Given significant advice on the transfer of assets to avoid tax implications
Joanne:
Thank you very much for taking the time to leave a review for me. it is always a pleasure to work with youReview
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We did a financial update and general review as Joanne has been advising me for a number of years.
How has Joanne Baker helped you?
Joanne has helped me plan my savings ,investments and financial planning and to make the bast use of my income.
Have you seen the outcome you were hoping for?
yes most definitely
What could they have done better?
nothing that I am aware of
Joanne:
Thank you very much for taking the time to leave me a review. It is always a pleasure to work with you