Joe's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 81 )
Retirement income (annuities, drawdown) ( 57 )
Investments and Savings ( 69 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 39 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 55 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 37 )
£200k - £500k ( 9 )
£100k - £200k ( 11 )
( 1 )
Up to £50k ( 1 )
Review
by a verified client in Lincolnshire
5 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
wanted the best advice on pensions
How has Joe Rogers helped you?
He understands my financial requirements & helped with my late husbands pension transfer
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Joe:
Thank you, Natalie, for taking the time to leave this thoughtful review. I’m really pleased to hear that you’ve been happy with the advice and support provided. It’s great to know that you felt well supported through the process of your late husband’s pension transfer, and that the advice aligned with your financial needs and goals. Helping clients navigate important decisions around pensions and financial planning is always a privilege. I’m glad to hear that you’ve seen the outcome you were hoping for. Providing clarity and reassurance, especially during challenging times, is a key part of what we aim to do. If you ever have any further questions or if your circumstances change, please don’t hesitate to get in touch. I look forward to continuing to support you with your financial planning in the future. Warm Regards JoeReview
by a verified client in Lincolnshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required tax and inheritance planning advice, coupled with maximising pensions.
How has Joe Rogers helped you?
Discussed the various options available.
Have you seen the outcome you were hoping for?
Yes
Joe:
Thank you, Julia, for taking the time to leave this review. I’m pleased to hear that you’ve found our conversations helpful, particularly in relation to tax planning, inheritance considerations and making the most of your pensions. It’s great to know that the advice provided has helped you explore the different options available and led to the outcome you were hoping for. Supporting clients in building confidence around their financial future—especially when it comes to important areas like tax efficiency and long-term planning—is at the heart of what I do. If anything changes or you need further guidance as things evolve, please don’t hesitate to get in touch. I look forward to continuing to work together and helping you stay on track with your financial goals. Warm Regards JoeReview
by a verified client in Lincolnshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Joe Rogers helped you?
Sorted everything that was required , made everything very easy to understand , always accessible and very professional and always willing to listen
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing , very satisfied
Joe:
Thank you, Joanne, for taking the time to leave such a positive review. I'm really pleased to hear that you felt everything was made easy to understand and that you found the advice around your pension planning clear, professional, and accessible. It’s great to know that the outcome has met your expectations and that you felt supported throughout the process. Providing straightforward, client-focused advice and being available when needed are core principles of how I work, so it's especially rewarding to hear that this approach resonated with you. Your comment about always being willing to listen is particularly appreciated—it’s a reminder of how important it is to build genuine, open relationships with clients. Thank you again for your kind words and your trust. It’s been a pleasure to support you, and I look forward to continuing to work together in the future. Warm Regards JoeReview
by a verified client in Lincolnshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Joe Rogers helped you?
Ensure goals were meet
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Joe:
Thank you, Lee, for taking the time to leave this review. It’s great to hear that you’ve found our work together helpful, particularly in ensuring your goals were met. Pension planning can often feel complex, so I’m really pleased that you’ve felt supported throughout the process and are now seeing the outcome you were hoping for. Knowing there was nothing more you felt we could have done better is especially appreciated. That kind of feedback reinforces our commitment to providing clear, tailored advice that genuinely makes a difference to our clients’ financial futures. If anything changes or you’d like to revisit your plans at any point, please don’t hesitate to get in touch. Warm Regards JoeReview
by a verified client in Lincolnshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My own experience of investing
How has Joe Rogers helped you?
I decided I would be better off with professionals,particularly in respect of investments and pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not alot
Joe:
Dear David, Thank you for taking the time to leave a review and for your kind comments. It’s great to hear that you’ve seen the outcomes you were hoping for and that you’ve found value in working with a professional adviser. Deciding to seek support with investments and pensions is a significant step, and I’m pleased that the advice and guidance provided have helped to give you clarity and confidence in your financial planning. I also appreciate your feedback on areas for improvement—even a simple “not a lot” is always encouraging and helps confirm we’re heading in the right direction. It’s been a pleasure supporting you so far, and I look forward to continuing to work together to help you achieve your long-term goals. Best regards, Joe