Joe's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 74 )
Retirement income (annuities, drawdown) ( 51 )
Investments and Savings ( 64 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 36 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 48 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 35 )
£200k - £500k ( 9 )
£100k - £200k ( 11 )
( 1 )
Up to £50k ( 1 )
Review
by a verified client in Staffordshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Company Pension Scheme
How has Joe Rogers helped you?
Manage the Company Scheme and then the transition to SIPP along with investments and retirement planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Transfer of the pension from SASS to SIPP but a lot is outside of Joes control.
Joe:
Thank you, Andy, for taking the time to leave a review and for your kind words. I'm really pleased to hear that the transition from your company pension scheme to a SIPP, along with the wider investment and retirement planning, has helped you move closer to your goals. I appreciate your understanding around the complexities of transferring from a SASS to a SIPP — as you rightly mentioned, some aspects are beyond our direct control, but I’m glad we were able to navigate the process together and reach a positive outcome. It’s always rewarding to support clients through such important financial decisions, and I’m delighted to know the experience has met your expectations. Please don’t hesitate to get in touch if there’s anything more I can help with as your plans evolve. Thanks again for your trust and for sharing your experience. Warm Regards JoeReview
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Husband wanted to
How has Joe Rogers helped you?
Joe is always on hand to offer advice that is can understand and never makes me feel I am asking silly questions. He is always so polite, professional but easy to talk to. Would highly recommend Joe to any of our friends or family.
Have you seen the outcome you were hoping for?
Yes I believe we have
What could they have done better?
Nothing
Joe:
Dear Leigh, Thank you so much for your kind words and for taking the time to leave this thoughtful review. I'm really pleased to hear that you’ve felt supported and understood throughout our conversations. It’s great to know that you’ve found my advice clear and approachable, and I’m especially glad you’ve felt comfortable asking questions—there really is no such thing as a silly one when it comes to your finances. Building a relationship based on trust and open communication is always my aim, so it means a great deal to know that’s come across. I’m also delighted that you’re seeing the outcomes you were hoping for. Helping clients achieve their goals and feel more confident about their financial future is what it's all about. Thank you again for your recommendation—it’s very much appreciated. I look forward to continuing to support you and your husband on your financial journey. Warm regards, JoeReview
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term retirement
How has Joe Rogers helped you?
Very clear and precise
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing that comes to mind
Joe:
Thank you, Lewis, for taking the time to leave such a positive review. It’s great to hear that you found our conversations clear and precise — providing clarity is such an important part of what I do, especially when it comes to long-term retirement planning. I’m really pleased that you’re seeing the outcomes you were hoping for. Helping clients feel confident about their financial future is at the heart of my approach, and it’s always rewarding to know that the guidance provided has made a real difference. If there’s ever anything more you’d like to explore or review, please don’t hesitate to get in touch. Thanks again for your kind words and for placing your trust in me. Warm Regards JoeReview
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Self employed so had large changes in income
How has Joe Rogers helped you?
Helped getting insurance set up if long term ill. Financial planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No need to change
Joe:
Thank you, William, for taking the time to leave such a positive review. It’s great to hear that you’ve found our work together helpful, particularly around setting up insurance and building a long-term financial plan that gives you peace of mind. As a self-employed professional, managing fluctuations in income and planning for the future can be challenging, so I’m really pleased we’ve been able to support you in finding the right protection and financial clarity. Your feedback means a lot, especially your comment that there’s “no need to change” – it’s always encouraging to know that the service and advice provided are meeting your expectations. It’s been a pleasure working with you, and I look forward to continuing to support you as your circumstances evolve. Thanks again for your trust. Warm Regards JoeReview
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Joe Rogers helped you?
Very clear and informative
Have you seen the outcome you were hoping for?
Definatley
What could they have done better?
Nothing that comes to mind
Joe:
Thank you, Lewis, for taking the time to leave this review. I'm so pleased to hear that you found our conversations clear and informative. Retirement is such an important milestone, and it's great to know you felt supported throughout the process. Hearing that you’ve seen the outcome you were hoping for is exactly what I aim for with every client. Your comments are a lovely reminder of the value of straightforward advice, especially at key life stages like retirement. It's been a pleasure working with you, and I look forward to continuing our journey together. Thanks again for your kind words. Warm Regards Joe