Joel's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 56 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 54 )
Investments and Savings ( 75 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 38 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 43 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 47 )
£200k - £500k ( 9 )
( 6 )
Review
by a verified client in East Sussex
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Realised that we needed to get our house in order if we were going to be solvent in our retirement
How has Joel Wormald helped you?
We set out a plan 15 years ago that has been far exceeded.
Have you seen the outcome you were hoping for?
The outcomes have been excellent
What could they have done better?
Not a lot if anything
Joel:
Thanks Dave! Catch up soon. JoelReview
by a verified client in East Sussex
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We just needed some help managing our finances, getting some independent advice and starting the journey of financial planning for the future.
How has Joel Wormald helped you?
I cannot emphasise enough the ways in which Joel’s wisdom and sound advice over the past 15+ years has steered us into our (relatively early) retirement with as much confidence as one can ever have, that we can live our lives as we want to in relative financial security.
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
Honestly - nothing! Joel has had a positive impact on our lives, and on top of that he’s a really nice guy!
Joel:
Thanks Judi for the fabulous review! It has been a pleasure looking after you and Dave over the years and it was great to be part of the process to ensure you retired nice and early! JoelReview
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On the death of my husband
How has Joel Wormald helped you?
Yes 100%
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing springs to mind!
Joel:
Thanks Louise! I'm happy we are able to work together on your long term planning. Regards, JoelReview
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was about to retire and wanted advice on my pensions.
How has Joel Wormald helped you?
Joel has helped us to understand our financial position and with planning for the future.
Have you seen the outcome you were hoping for?
So far so good!
What could they have done better?
Nothing springs to mind.
Joel:
Thanks Sharon for the kind review. I'm really glad you are happy with the retirement planning that we have put in place for you. I look forward to working with you over the long term. JoelReview
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate my pensions.
How has Joel Wormald helped you?
Joel has helped me enormously. He’s my go-to Advisor. Has given me confidence and has helped simplify everything. I just trust him and have recommended him to friends.
Have you seen the outcome you were hoping for?
100%
Joel:
Hi Larissa, thanks very much for the positive review. I'm glad you see value in the work that we do on your long term planning. Joel