Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 2 )

Pensions ( 51 )

Retirement income (annuities, drawdown) ( 38 )

Investments and Savings ( 41 )

Pension Transfers - Non Specialist ( 15 )

Inheritance Planning ( 22 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 29 )

Financial Mentoring ( 4 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 22 )

£200k - £500k ( 6 )

£100k - £200k ( 10 )

( 1 )

Client reviews

First impression from a user who is not yet a client

June, 2024

Overall

Please provide a brief comment about your experience with Joe

Joe provided a great insight into how potential investments can work, suggesting my-lite potential avenues we can pursue. He provided a detailed breakdown of how the relationship and process will look like. I look forward to building a positive long term working relationship.

Joe's reply

Thank you, Liam, for your thoughtful review. I'm delighted to hear that you found our discussion on potential investments insightful. We strive to provide detailed and comprehensive advice tailored to each client's needs. I'm glad the breakdown of our relationship and process was clear and helpful to you. Building a positive, long-term relationship with my clients is a top priority, and I look forward to working together to achieve your financial goals. If you have any further questions or need additional guidance, please don't hesitate to reach out. Thank you Joe

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in North Humberside

What were the circumstances that caused you to initially look for an adviser?

turning 60

How has Joe Rogers helped you?

answers our questions to many to note

Have you seen the outcome you were hoping for?

no still going through motions

What could they have done better?

not sure yet

Joe's reply

Thank you, Louise, for sharing your thoughts. It has been a pleasure assisting you as you approach this significant milestone of turning 60. I'm glad to hear that I've been able to address your numerous questions and provide the guidance you need during this time. I understand that you're still in the process of navigating your financial plans, and I want to assure you that I am here to support you every step of the way. Our journey together is ongoing, and I'm committed to helping you achieve the outcomes you desire. If there's anything more I can do to improve your experience or any additional questions you may have, please don't hesitate to let me know. Thank you once again for your feedback, and I look forward to continuing our work together. Best regards, Joe

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

sale of farmland

How has Joe Rogers helped you?

investments and inheritance planning

Have you seen the outcome you were hoping for?

yes

Joe's reply

Dear Audrey, Thank you for taking the time to leave such a positive review. It was a pleasure to assist you with your investments and inheritance planning following the sale of your farmland. We are delighted to hear that you have seen the outcome you were hoping for. Ensuring that our clients feel confident and secure in their financial decisions is always our top priority. If you have any further questions or need additional advice, please do not hesitate to get in touch. Best regards, Joe

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Needed advice on pensions generally.

How has Joe Rogers helped you?

Joe took over from a colleague who was retiring just prior to my retirement. Apart from his initial advice about annuities we have sought his advice and services about pension funds which remain invested and the options for draw down.

Have you seen the outcome you were hoping for?

After a time of uncertainty with investment markets these seem to have settled down and we are again seeing investment gains which is reassuring.

What could they have done better?

Joe’s advice has been extremely helpful and there is nothing more which we required of him.

Joe's reply

Thank you, Chris, for your thoughtful review. I'm delighted to hear that my advice on annuities and pension funds has been helpful as you transition into retirement. It's reassuring to know that, despite the market uncertainties, you are now seeing the investment gains you were hoping for. I appreciate your kind words and am here to support you with any future financial advice or services you may need. Best regards, Joe

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Requirement for someone to mange my pension and wealth

How has Joe Rogers helped you?

Grow my portfolio and higlight tax efficient investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Joe's reply

Thank you, Kevin, for taking the time to leave such a thoughtful review. I’m delighted to hear that you’ve been satisfied with the management of your pension and wealth. It’s great to know that your portfolio has grown and that the tax-efficient investments have been beneficial for you. Achieving your financial goals is our top priority, and I’m pleased we’ve been able to meet your expectations. Your feedback is invaluable, and it’s fantastic to hear there’s nothing you feel could be improved. If you ever have any further questions or new financial goals, please don’t hesitate to reach out. Best regards, Joe

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

To advise and assist re pensions and future retirement arrangements .

How has Joe Rogers helped you?

In providing expert and sound advise on the above .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Joe's reply

Dear Graham, Thank you for taking the time to leave such a positive review. I'm pleased to hear that you found my advice and assistance with your pensions and future retirement arrangements helpful. It's always my goal to provide expert and sound advice to ensure my clients feel secure and confident about their financial future. It's fantastic to know that you have seen the outcomes you were hoping for. Your satisfaction is the best indication that we are on the right path. If you have any further questions or need additional assistance in the future, please don't hesitate to reach out. Best regards, Joe

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

To plan for our retirement

How has Joe Rogers helped you?

Joe explains everything in a way we can understand the best options for us. Joe is so professional and always goes that extra mile for any queries we may have.

Have you seen the outcome you were hoping for?

Defintely

What could they have done better?

Can’t think of anything.

Joe's reply

Hi Leigh Thanks for this great review. It's so important to me that the support and guidance I offer is easy to understand and jargon free, so my clients can make informed decisions that best suit their circumstances. I'm glad I have been able to do that, and I look forward to seeing you again soon Thanks Joe

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Forrester Boyd for many years both during my working life & following retirement & required advice as to retirement planning initially & investment subsequently

How has Joe Rogers helped you?

Joe has always been available to give advice when needed

Have you seen the outcome you were hoping for?

Yes his advice has always produced encouraging investment results

What could they have done better?

I honestly cannot think of any improvements to our dealings with Joe

Joe's reply

Hi Ian Thanks for taking the time to leave such a positive review. I'm glad to hear I have been able to help you achieve your goals for retirement. It's great to hear you know you can contact me with any questions you have, I'm always happy to help Thanks Joe

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I needed an adviser I could rely on. Joe provides that service

How has Joe Rogers helped you?

Comprehensive yearly reviews and advice calls when required.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

Joe's reply

Hi Lee Thank you for taking the time to leave this review. It's been great working with you to help you see the results you were hoping for. I'm pleased to hear our yearly reviews have been comprehensive, and hopefully they have given you peace of mind Looking forward to speaking to you soon Thanks Joe

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Recommended by friends

How has Joe Rogers helped you?

Very efficient and makes sure we are aware of everything going on in our investments

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing at present but the company needs to advertise more

Joe's reply

Hi Lewis Thanks for leaving this review. I'm glad I have been able to help you see the outcomes you were hoping for. It's important to me that clients are kept updated, and given clear and easy to understand information, so they can have confidence in their investments. Thanks for putting your confidence in me. Looking forward to seeing you again soon Thanks Joe

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with Joe

Very knowledgeable and helpful.

Joe's reply

Hi Donna Thanks for leaving such a positive review Thanks Joe

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Joe

Joe was at all times patient and informative.

Joe's reply

Hi Marie Thanks for taking the time to leave this review. It was great meeting you, and I hope you found it helpful Thanks Joe

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Steady growth on investments and pensions etc.

How has Joe Rogers helped you?

By monitoring and achieving the above goals.

Have you seen the outcome you were hoping for?

Yes.

Joe's reply

Hi Cliff Thank you for leaving such a positive review. It's great to hear you have seen the outcome you were looking for, with a steady growth of your investments and pension. I'm looking forward to us seeing continued success together Thanks Joe

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Joe

Joe is very helpful and knowledgeable

Joe's reply

Hi Simon Thanks for taking the time to leave this review Thanks Joe

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Joe

VERY PLEASENT, KNOWLEDGABLE YOUNG MAN

Joe's reply

Hi Ruth Thank you for taking he time to leave this review Thanks Joe

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Joe

Fantastic knowledge of pension schemes and happy to provide completely honest advice. Highly recommend.

Joe's reply

Hi Jack Thanks for taking the time to leave this review. I look forward to working together Thanks Joe

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Joe

I felt really at ease with Joe and think that he will guide me well through the changeover of my portfolios to Forrester Boyd, and I am looking forward to his advise and experience in managing my financial affairs in the future. Pam Wood

Joe's reply

Hi Pam Thanks for leaving such a nice review. I'm looking forward to working together. Thanks Joe

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Joe

Made me feel at ease , and nothing was to much trouble for him , explained everything I wasn’t sure of , I would highly recommend Joe

Joe's reply

Hi Anthony Thanks for taking the time to leave this review. I look forward to working together Thanks Joe

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Inherited family wealth

How has Joe Rogers helped you?

Picked up the threads from previous advisors and quickly understood our needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything

Joe's reply

Hi Raymond Thanks for taking the time to leave this review. It's important to me to get to know a client's individual needs and goals, so I can help them achieve them by giving them options that best suit them. I'm happy you felt I did this. I look forward to seeing you again soon, and look forward to seeing future success working together Thanks Joe

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Joe

Very friendly and knowledgeable. Helped me to look at future options.

Joe's reply

Hi Johanna Thanks for taking the time to leave this review. It was great meeting you, and I look forward to working together in the future Thanks Joe

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Powys

What were the circumstances that caused you to initially look for an adviser?

Pensions advice

How has Joe Rogers helped you?

He has helped me to select appropriate investment managers and funds in line with my risk tolerance.

Have you seen the outcome you were hoping for?

I believe so

Joe's reply

Hi Richard Thanks for leaving me such a positive review. I'm glad I have been able to help you with your pension, retirement is a big change to anyone's lifestyle, so financial stability is key to making your future look brighter. Looking forward to continued success in the future Thanks Joe

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Been with F B for many years when my husband was in business,after he passed away I continued taking financial advice from F B.

How has Joe Rogers helped you?

Yes. Choosing Investments to avoid paying large tax and giving the best return on my money

Have you seen the outcome you were hoping for?

Yes . But with the world financial situation perhaps could have been better.

What could they have done better?

Don’t know

Joe's reply

Hi Susan Thanks for taking the time to leave this review. It's always great to hear when clients feel we're a safe pair of hands, and I think a long running relationship is the best way to show that. Thanks you for putting your trust in me to look after your best interests, and I look forward to continued success Thanks Joe

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Joe

Very polite confident and knowledgeable young man

Joe's reply

Hi Christine Thanks for leaving such a lovely review, I really appreciate it. It was great to meet you, and I look forward to working together in the future Thanks Joe

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Joe

Very good meeting nice relaxed atmosphere and answered all the questions I had and more besides

Joe's reply

Hi Gavin Thanks for leaving such a great review, I really appreciate it. It was great to meet you, and I look forward to hopefully working with you in the future Thanks Joe

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I have always been a customer of Forrester Boyd as my father was a senior partner of the firm.

How has Joe Rogers helped you?

Always made sure that my investments were in the right place for me.

Have you seen the outcome you were hoping for?

Yes, although there is a slight dip but hopefully that will come round by the end of the time in that policy.

What could they have done better?

Nothing very happy with all advice and work done to assist me

Joe's reply

Hi Janet Thanks for the great review! It's been great working with you, and I hope that I have been able to help you with clear information and support. As you say, the climate isn't great at the moment, but I'm looking forward to us seeing more success together in the future Thanks Joe

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Husband was self employed without pension provision plus we had several small pensions from previous employers that required advisingbon

How has Joe Rogers helped you?

Offered pension advice/ projection Set up transfer of several small pensions in to a new plan

Have you seen the outcome you were hoping for?

Yes although too soon to tell how product performs

What could they have done better?

Nothing

Joe's reply

Hi Sarah Thanks for that great review. I'm pleased to hear I have been able to give you more confidence for your future. Retirement is a huge change to lifestyle, so knowing that you're preparing to be in the right place makes all the difference. I'm glad I have been able to help you with guidance and support, and I look forward to ongoing success Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Needed professional advice on our pensions and savings

How has Joe Rogers helped you?

Made everything clear and understandable. Moved pensions so have much better returns

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Joe's reply

Hi Karen Thanks for taking the time to leave such a great review. I'm glad to hear that my advice has been clear and has helped you feel more confident. It's really important to me that my clients receive the information in a way that's easy to understand, so they feel happy in the decisions they make for their futures. It's been great working together Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Semi retirement

How has Joe Rogers helped you?

Set up my pension , everything explained ,kept up to date with yearly reviews

Have you seen the outcome you were hoping for?

Given the economic state of the last few years ,yes

What could they have done better?

The requirements I set ,nothing

Joe's reply

Hi Alan Thanks for the great review! Retirement can be a daunting time, so it's important to know you have everything in place to make it as stress free as possible. So glad to hear you feel I explained everything clearly to you, as it's really important to me that clients feel they understand their options, and they're happy with their choices. Looking forward to seeing you again soon Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

We wanted to ensure our investments and pension were invested in the most efficient way for tax purposes and that future income requirements would be met

How has Joe Rogers helped you?

Joe helped us plan the most tax efficient investment and savings plan and helped us make sure we managed financial risk appropriately

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing the advice was first class

Joe's reply

Hi Geoff Thanks for taking the time to leave this review. I'm so pleased to hear that I have been able to help you with your pensions and investments. Tax planning is such an important part of planning for our futures, and finding the most tax efficient solutions can make all the difference when preparing for the days ahead. It's great to hear you're happy with the support I've given, and I look forward to continuing to guide you in your financial journey Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Forrester for 20 years and Joe replaced my previous advisor when he retired 5 years ago.

How has Joe Rogers helped you?

Joe has as sound financial mind, who explains financial matters clearly for anyone who do's not have a financial background. His pleasant personality puts both myself and my wife at ease when discuss all our financial matters.

Have you seen the outcome you were hoping for?

His advice has been consistent and we have been delighted with the growth in our investments.

What could they have done better?

I personally cannot ask for better service, as we are only a phone call away from seeking any assistance we require.

Joe's reply

Hi Michael Thanks for the great review. I'm so thrilled to hear that I have been able to help you, and I think a long standing relationship with a client is so important, as it's my job to get to know you, understand your goals and help you achieve them. It's been great working with you, and to see your investments grow. I'm looking forward to continued success together Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Early retirement

How has Joe Rogers helped you?

Consolidated pensions

Have you seen the outcome you were hoping for?

No, but brexit and covid have influenced this

Joe's reply

Hi John Thanks for the great review. Retirement is a big change of lifestyle, no matter your age, but it's especially important to make sure that you're comfortable with your situation if your retiring early, to make it as stress free and enjoyable as possible. I've really enjoyed working together, and look forward to continued success in the future Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Financial planning

How has Joe Rogers helped you?

Pensions, ISAs, house investment ideas

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Joe's reply

Hi William Thanks for the review. It's been great being able to support you in so many areas of your financial planning. Being able to help with so many different things really helps me get to know you, and really gives the holistic approach to all aspects of finance, which gives the holistic approach that sets us apart from other firms. It's been great working with you, and I look forward to seeing you again soon Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Powys

What were the circumstances that caused you to initially look for an adviser?

The need to review and, probably, consolidate various pension assets.

How has Joe Rogers helped you?

He has helped me to consolidate my pension investments with an appropriate balance between risk and reward.

Have you seen the outcome you were hoping for?

I believe so.

What could they have done better?

Perhaps a little more regular contact.

Joe's reply

Hi Richard Thanks for taking the time to leave this review. It's been great working with you to consolidate your pensions, it's important to feel prepared for retirement, so it can be as stress free as possible. I think it's so important that clients feel confident with their decisions, and don't feel like their taking risks that they're not comfortable with. I'm pleased to hear I have been able to support you, and I look forward to seeing you again soon Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I was stepping into something that I knew very little about and required professional help.

How has Joe Rogers helped you?

Joe has been a great help to me, with advice on how to manage my investment for the long term as well as assisting with drawdowns and monthly pension requirements.

Have you seen the outcome you were hoping for?

I have been very pleased with how my portfolio has been managed and Joe has always been available for any questions and advice if and when I needed.

What could they have done better?

I have no problems or issues with how Joe has worked with me and the advice given.

Joe's reply

Hi Stephen Thanks for leaving such a positive review. The world of finance can be daunting at times, no matter what your experience might be. Planning for your financial future is a key part of making things less stressful, so it's been an honour being able to help you in this. I'm glad you know I am hear if you have any questions, and I look forward to being able to help you going forwards Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Work place pension advice

How has Joe Rogers helped you?

Joe always prepares well for meetings and presents the information in a clear understandable way, taking time to clarify anything I struggle to comprehend

Have you seen the outcome you were hoping for?

Yes, advice has always been positive

Joe's reply

Hi Colin Thanks for the positive review. I really appreciate you saying I explain things clearly, as I think that is a key part of my job. Clients should leave a meeting with a great understanding of their options and the information presented, so they can feel positive and confident about their decisions. It's been great getting to work with you, and I look forward to continued success Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

My company stakeholder with Legal & General had limited options, and contacting them to discuss options was difficult.

How has Joe Rogers helped you?

Joe was able to find a flexible option via Scottish Widows and advise on obtaining a tax incentive.

Have you seen the outcome you were hoping for?

Not quite due to the global problems effecting all investments.

What could they have done better?

Nothing the investment is long term and I am confident about it’s future performance.

Joe's reply

Hi Kevin Thanks for leaving this review. Pension planning is an an important part of planning for the future, so I appreciate how important it is to feel confident that the decision you make is the right one for your needs and circumstances. As you say, it's a long term investment, and I look forward to working together to see it flourish Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Taking early retirement from work due to illness and we wanted advise on where best to put our savings.

How has Joe Rogers helped you?

Advised what to do with pensions and savings. He also organises our yearly allowance from our savings.

Have you seen the outcome you were hoping for?

No, but with Covid and the economic situation we are all in the same boat.

What could they have done better?

Nothing.

Joe's reply

Hi Paul Thanks for leaving this review, I really appreciate it. It's been great working together to help you gain more confidence and stability with your financial future. As you say, the climate hasn't been that positive, but I look forward to us continuing to work together for future success Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Recommended by others

How has Joe Rogers helped you?

Explains everything in layman's terms. And can be called upon at any time. Makes you feel at ease with your investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Totally satisfied at present

Joe's reply

Hi Lewis Thanks for leaving such a positive review. It's great to hear that I've been able to give you a clearer understanding of your finances, and some peace of mind. It's been great to be able to work together to help you achieve your goals, and I look forward to seeing continued success together Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

We used the parent company for taxation advice over many years and progressed to transferring pensions to Joe’s predecessor and then Joe when he retired.

How has Joe Rogers helped you?

Advised on pension options when approaching retirement and combining several funds into one for greater effectiveness. Have since transferred to another company on his advice. Annual reviews are helpful and informative.

Have you seen the outcome you were hoping for?

Values of the current pension fund have regained earlier losses after a few unstable years. It is hoped that values will start to increase soon after global economies improve.

What could they have done better?

Nothing springs to mind.

Joe's reply

Hi Chris Thanks for the great review. It's been great getting to work with you to help you achieve your goals, and I'm glad our meetings have helped you to gain better clarity and understanding. It's great to be able to work with someone for a long time, as it really helps me get to know you, and your needs. I'm looking forward to continuing to work with you, and supporting you in your finances Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Joe Rogers helped you?

Joe helped consolidate several pension incomes and advised which provider offered the best investment returns

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Difficult to know. We agreed a risk strategy and went with the suggested provider.

Joe's reply

Hi Allan Thanks for taking the time to leave this review. Pension planning is such an important part of preparing for the future, so I'm glad to have been able to help you and support you to make a decision that best suits your needs and circumstances. I'm looking forward to seeing you again soon Thanks Joe

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Joe

Always smart. Always polite. Positive. Knows what he’s doing and informative. Extremely pleasant and understanding. Most of all trustworthy ?

Joe's reply

Hi Stephen Thanks for those very kind words, I really appreciate it. It's great working with you, and I look forward to seeing you again soon Thanks Joe

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I was due to retire this year

How has Joe Rogers helped you?

Joe has helped us immensely with our retirement plans after the sake of our business

Have you seen the outcome you were hoping for?

Yes we have All our planning is know in place Without Joes help I wouldn’t have known where to begin

What could they have done better?

Nothing I can think of

Joe's reply

Hi Chris Thanks for leaving such a positive review. It's great to hear I have been able to help you with your pension planning. As retirement is such a big change of lifestyle, it's important to feel confident in your decisions. It's been an honour working with you to help you achieve your goals, and I look forward to us seening continued success together Thanks Joe

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Joe

Great open friendly service

Joe's reply

Hi Tony Thank you for giving feedback and I look forward to the next meeting. Joe

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Joe Rogers helped you?

He makes things very easy to understand and doesn't baffle us with technical jargon '

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing...everything is fully explained

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

My wife and I are coming up to retirement and needed a professional review of our pensions savings and a plan to generate income in retirement from a variety of sources including general savings, pension annuities and defined contribution pension pots.

How has Joe Rogers helped you?

Joe took the time to understand our circumstances and our assets and generated a detailed report with his recommendations.

Have you seen the outcome you were hoping for?

We are in the process of transferring investments and pension pots to Parmenion for them to invest. Our retirement income generation plan is still a work in progress but we have made a good start.

What could they have done better?

We are happy with everything so far.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Long standing advice from F B. financial advisers when my husband was in business then in retirement also after he passed away.

How has Joe Rogers helped you?

Pensions and Inheritance tax advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don’t know

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

To plan for my future for retirement

How has Joe Rogers helped you?

He has helped me so much, I didn’t no much about pensions and Joe advised me also in a way I could understand, also I trust him and that’s a big thing for me

Have you seen the outcome you were hoping for?

It’s still in progress but Joe told me and showed me it’s on track

What could they have done better?

I don’t no anything

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Wanting to retire a little bit early and to see my options

How has Joe Rogers helped you?

Excellent help and advice

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Planning for the future.

How has Joe Rogers helped you?

Helped plan with investments etc after money inherited.

Have you seen the outcome you were hoping for?

They are long term.

What could they have done better?

Nothing.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I have been a customer of Joe's firm for many years and have dealt with Joe for I think10 years

How has Joe Rogers helped you?

Always advised me on when time for renewable of policies what would be the best options and with choice pointed me in the correct direction.

Have you seen the outcome you were hoping for?

Yes I have been very pleased with the policies that I have chosen under guidance

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Pension planning

How has Joe Rogers helped you?

Advice on pension planning and drawdown

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Needed advice about my preparation for retirement

How has Joe Rogers helped you?

He is very approachable and helpful. He explained everything very clearly and this was extremely valuable in helping me to make the decision on how to move forward .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

I took early retirement and wanted advice on pension planning.

How has Joe Rogers helped you?

He gave me advice on the best options for SIPP based on my risk profile

Have you seen the outcome you were hoping for?

For the moment the pension valuations are on par with the general market so no reason to be unsatisfied

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Preparation for retirement

How has Joe Rogers helped you?

6 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

We have pensions from previous employments that need managing now that we are retired.

How has Joe Rogers helped you?

Joe helps us manage our funds through appropriate investments.

Have you seen the outcome you were hoping for?

So far so good despite the impact of the pandemic and the Ukraine war.

What could they have done better?

Nothing immediately apparent.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I've always been a business customer of the accountants Forester Boyd, which date linked to FB Wealth.

How has Joe Rogers helped you?

Investments and general pension/IHT planning.

Have you seen the outcome you were hoping for?

Overall everything is going to plan.

What could they have done better?

Stopped Putin from invading the Ukraine.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Pension transfer

How has Joe Rogers helped you?

Transfer values to main pension

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Pension advice.

How has Joe Rogers helped you?

Joe has been brilliant. He listened and has always given us good solid advice. We trust him to do his best for us.

Have you seen the outcome you were hoping for?

Yes we are happy with the way things are going.

What could they have done better?

Nothing really.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Taking early retirement due to health reasons. We were advised to use Joe Rogers by a family member.

How has Joe Rogers helped you?

Placed 90% of our savings in place and once a year meeting to discuss our account.

Have you seen the outcome you were hoping for?

No but this is due to the economic issues in the world.

What could they have done better?

Nothing.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Sensible and reliable long term investments

How has Joe Rogers helped you?

Always very professional, knowledgeable and offers me the best advice for my circumstances.

Have you seen the outcome you were hoping for?

The markets are very volatile at the moment but once things are a lot calmer my investments will hopefully regain any recent losses

What could they have done better?

I’m happy with things so far

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Surplus income from the sale of a capital item

How has Joe Rogers helped you?

Joe helped by giving investment and tax advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

By reducing the amount of paperwork.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Recommended by a friend and banker

How has Joe Rogers helped you?

Helped enormously with all my financial planning and any worries I may of had

Have you seen the outcome you were hoping for?

Yes most definitely

What could they have done better?

Performing very well even during covid

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Forrester Boyd for many years both during my working life & after retirement initially with Nigel Crowson & latterly with Joe Rogers. As I was self employed I needed advice on tax matters & on investment leading to retirement

How has Joe Rogers helped you?

After the valuable advice I received over the years from Nigel , Joe has taken over the role very satifactorily. I have always found him to be extremely friendly & approachable

Have you seen the outcome you were hoping for?

Yes without doubt

What could they have done better?

There is nothing springs to mind

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Joe Rogers helped you?

Chose the right investments and monitoring of exisitng.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Personal, work and societal circumstances have all changed radically at a point in my life where I am older and I need to plan for the future and my family

How has Joe Rogers helped you?

Pension, IHT, general financial planning advice.

Have you seen the outcome you were hoping for?

I have a solid plan in place and don’t need to worry about these aspects.

What could they have done better?

Nothing.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I had come to the age of taking my pension pot and needed to choose a reputable company to advise me.

How has Joe Rogers helped you?

Joe has provided me with excellent guidance and advice which I would have struggled to understand fully on my own.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

I am very pleased with how he has advised me and I don’t think it could have been any better. Very pleased with Joe’s knowledge and advice. I would not trust anyone else to be honest.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Pension planning

How has Joe Rogers helped you?

Sorting drawdown, advising on pension and ISAs

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

We required advice to increase our pension funds and the alternatives available once we reached retirement.

How has Joe Rogers helped you?

Yes. Advising on moving and combining pension policies. Choosing ethical investment funds and advising on the choices available for withdrawing funds when needed.

Have you seen the outcome you were hoping for?

Ignoring the effects of brexit, covid and the turmoil in Ukraine which have reduced the value of our funds, yes. The possibility of the value of our funds dropping because of external influences were explained when we agreed a level of risk. We hope in time to regain the lost value of our pension funds.

What could they have done better?

I cannot see that FB could have done any more.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Upcoming retirement planning

How has Joe Rogers helped you?

Sound financial advice

Have you seen the outcome you were hoping for?

Yes at the beginning but world economic climate has caused a downturn in monies

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Look at best areas to invest in. Pensions, house, ISA's

How has Joe Rogers helped you?

Yes,reviewed personal

Have you seen the outcome you were hoping for?

Yes, given good solid advice which we can act on.

What could they have done better?

None

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Lifetime financial planning.

How has Joe Rogers helped you?

Joe and his predecessors at FB Wealth have fully advised me with any financial decisions including pensions, investments, and tax planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I'm not sure what could have been done better, although I wouldn't know as I can only follow one path.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I wasn’t happy with my original Financial Advisor. Forrester Boyd and Joe were recommended to me.

How has Joe Rogers helped you?

Hi honest and open approach, and being contactable when required

Have you seen the outcome you were hoping for?

Yes. Obviously due to the present economic climate, it has been tough on everyone with long term savings and pensions. Once you realise that’s it’s not the Financial Advisors fault, its just a case of sitting tight.

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

surplus funds from the sale of a property

How has Joe Rogers helped you?

His expertise is on topics which I know little about, He will answer my queries and make suggestions, His preparation prior to a visit is very thorough

Have you seen the outcome you were hoping for?

Yes , until the recent change in the markets

What could they have done better?

I have no criticism of his service

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Pensions and investment advice

How has Joe Rogers helped you?

Joe has always presented easily understandable advice which has helped me to make important financial decisions

Have you seen the outcome you were hoping for?

Yes I am happy with his advice.

What could they have done better?

Nothing that comes to mind

Review from verified client

November, 2022

Overall

Advice