Josh's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 11 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in West Yorkshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am retired and came into some inheritance so thought it best to get some financial planning rather than a traditional financial advisor
How has Josh Gardner helped you?
He has helped me feel more confident that I can afford to live my life as fully as I want to and still pass on some money to my family
Have you seen the outcome you were hoping for?
The outcome so far is looking good as I am just at the initial stages but I am confident that our plan will be a good one
What could they have done better?
Nothing - everything was made very clear
Josh:
Thank you for your review. We're really pleased you've had such a positive experience, and we're looking forward to working with you moving forward and seeing what the future holds!Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to move away from a larger company to a local firm that offered a more personal service
How has Josh Gardner helped you?
Josh has been extremely helpful with assisting me with financial planning and recommending how to manage my portfolio. He has made himself available to offer support as a when required and could not have been more helpful.
Have you seen the outcome you were hoping for?
I feel better informed and more in control and knowledgeable which is what I was looking for
Josh:
Thank you for such a lovely review. We're so pleased you've had a good experience, and ourselves and Josh are looking forward to working with you in future years.Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We’re approaching retirement in the next 10 years.
How has Josh Gardner helped you?
Josh helped us get clarity about our current financial position and helped us plan a way forward for the next few years.
Have you seen the outcome you were hoping for?
Yes - we have an idea of what to do next.
What could they have done better?
Nothing!
Josh:
Thank you so much for leaving Josh such a positive review. We're pleased you had such a good experience. All the best The Christopher Little TeamFirst impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Josh
Josh was clear and honest with me. He had done his prep which I was pleased about. I would definitely recommend him at this stage, although it is an expensive so I am unlikely to go forwards.
Josh:
Thank you or leaving Josh a great review, we are glad you had a great experience.Review
by a verified client in West Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement age
How has Josh Gardner helped you?
Helped us to plan our future and given us confidence
Have you seen the outcome you were hoping for?
Not yet, still in progress
What could they have done better?
Nothing
Josh:
Thank you for such a warm review, it's a pleasure for Josh and the business to be able to support you both with your finances, and help you to plan towards that future retirement!