Joe's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 2 )
Pensions ( 92 )
Retirement income (annuities, drawdown) ( 65 )
Investments and Savings ( 81 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 47 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 67 )
Financial Mentoring ( 9 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 38 )
£200k - £500k ( 12 )
£100k - £200k ( 12 )
( 1 )
Up to £50k ( 1 )
Review
by a verified client in Lincolnshire
13 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed Financial advice.
How has Joe Rogers helped you?
He has given very good financial advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Lincolnshire
3 days 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?
Good advice on investing pensiin
Have you seen the outcome you were hoping for?
Yes
Review
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?
Inherited family wealth
How has Joe Rogers helped you?
Understood our needs and clearly explained our financial investment options.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don't know
Joe:
Thank you, Raymond, for taking the time to leave this thoughtful review. I'm really pleased to hear that you felt supported and well-informed as we worked through your investment options together. Inheriting family wealth can bring both opportunity and complexity, so it's been a privilege to help you navigate that transition with clarity and confidence. Your comments about feeling that your needs were understood and that the options were clearly explained mean a great deal, as tailored advice and transparent communication are at the heart of how I work with clients. I’m also glad to hear that the outcome so far has met your expectations. I look forward to continuing our work together and helping you make the most of your financial plans over the long term. 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?
I needed advice and guidance to make my investments and pensions make sense, and work for me
How has Joe Rogers helped you?
Joe has applied a good strategy to my investments, so that the path forward is now clear. Changes to my circumstances have been incorporated into the planning
Have you seen the outcome you were hoping for?
Results have exceeded my expectations - my investments are performing far better than they were without management, and are more coherent and robust
Joe:
Thank you, Paul, for taking the time to leave such a thoughtful review. I'm really pleased to hear that the strategy we've put in place has brought greater clarity to your financial planning and that the changes we made have aligned well with your evolving circumstances. It’s especially encouraging to know that the results have exceeded your expectations and that you're seeing stronger performance and greater coherence in your investments. That’s exactly the outcome we aim for when applying a structured and personalised approach to financial planning. Helping clients gain confidence in their financial future is at the heart of what I do, and it's great to hear that you now feel more secure and supported in your investment journey. I look forward to continuing to work with you and ensuring your plans remain on track. Thank you again for your kind words and trust. Warm Regards JoeReview
by a verified client in Lincolnshire
3 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?
Provided financial asvice
Have you seen the outcome you were hoping for?
I am fully aware that financial performance can fluctuate in the short term but the long term is more important.
What could they have done better?
Nothing
Joe:
Thank you, Kate, for taking the time to leave such a thoughtful review. It’s always a pleasure to support clients through important transitions, and I’m really pleased to hear that you’ve found the financial advice helpful as you navigate retirement. Your recognition that long-term outcomes matter more than short-term fluctuations shows a great perspective, and it’s a mindset that often leads to more confident decision-making over time. I’m glad to know there’s nothing you feel we could have done better. Feedback like yours reassures us that we’re delivering the clarity and reassurance people need when planning for the years ahead. Thanks again for your trust and for working with me as your adviser. Warm Regards Joe