Fotis's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 24 )
Pensions ( 106 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 44 )
Auto Enrolment ( 1 )
Investments and Savings ( 91 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 37 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 38 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 26 )
£100k - £200k ( 15 )
£50k - 100k ( 9 )
( 2 )
Up to £50k ( 18 )
Repeat review
by a verified client in Kent
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Fotis Joannou helped you since your last review?
Pensions
Fotis:
Thanks for the kind review. It’s a pleasure working with you. See you soon.Repeat review
by a verified client in Kent
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Fotis Joannou helped you since your last review?
Fotis helped to see the state of my savings
Fotis:
Thanks for the 5 star review !! I look forward to seeing you soon.Repeat review
by a verified client in Kent
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Fotis Joannou helped you since your last review?
Fotis has been managing my finances and investments since 2022. I can’t fault his service. He explains everything clearly to me, and is always available to answer any questions I might have. We have a yearly meeting, where Fotis gives me an in-depth overview of how my investments have performed during the last year. He also gives me advice about making a will and lasting power of attorney.
Fotis:
Thanks for the positive review. It’s a pleasure working with you and keeping everything on track to give you confidence in your financial position. See you soon.Repeat review
by a verified client in Essex
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Fotis Joannou helped you since your last review?
Compared with last year, we have not needed as much support in terms of specific financial planning in 2025. However, Fotis is always available for any questions or concerns that may arise and knowing that is a huge comfort. We are so confident in his ability that we have referred him to many of our friends and family so that they may benefit from his stand out expertise and customer service. We, as a family, don't know what it is to operate in a non Fotis world - and we don't want to!!
Fotis:
Thanks so much for the kind words! It has been a long time since we started working together and it is so nice to see how much you are enjoying your retirement. Keep on booking those cruises and holidays!!!Repeat review
by a verified client in Kent
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Fotis Joannou helped you since your last review?
Fotis have helped with family inheritance ta planning and saving schemes for my children
Fotis:
Thanks for trusting me with your family’s finances. It’s a pleasure working with you all. See you soon.