Joe's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 28 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 26 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 36 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 7 )
£100k - £200k ( 1 )
Review
by a verified client in Northamptonshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
How to best handle my finances after the death of my Husband.
How has Joe Bergin helped you?
By making investments that are most beneficial to my needs and life style.
Have you seen the outcome you were hoping for?
It is very early days since my investment with Attivo and Joe Bergin began, to fully assess the hoped for outcome.
What could they have done better?
So far so good!
Review
by a verified client in Vale of Glamorgan
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When first self employed we needed help with investments and to set up private pensions.
How has Joe Bergin helped you?
He has helped us to make decisions in investment and best way to take private pensions and other monies.
Have you seen the outcome you were hoping for?
Yes, we’re really pleased with how are money is managed, impossible for us to do without help.
What could they have done better?
Nothing I’m aware of.
Review
by a verified client in Bristol
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our last on-line review was conducted by Joe's assistant Cian Haran.
How has Joe Bergin helped you?
See above
Have you seen the outcome you were hoping for?
See above
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for financial planning and pension investment advice
How has Joe Bergin helped you?
Ensuring my pension funds are appropriately invested
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Perfectly satisfied with Joe's advice and the performance of my funds
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving employment from original company to look at better management of my pensions and investments.
How has Joe Bergin helped you?
Provided thoughtful advice with respect to the above and he’s sought and obtained DB pension benefits information to help inform my decision making.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Unsure there was much else.