Joel's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 54 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 52 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 38 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 41 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 45 )
£200k - £500k ( 9 )
( 6 )
Review
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
3 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
3 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. JoelReview
by a verified client in Surrey
3 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Needed advice
How has Joel Wormald helped you?
With above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
For me nothing
Joel:
Thanks Calvin, I hope all is well. 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?
We wanted to invest .
How has Joel Wormald helped you?
he has done a very professional job in sorting our pension and in keeping up with yearly appointments at our home to go through everything and make us feel comfortable that we chose Metis Wealth
Have you seen the outcome you were hoping for?
yes !
Joel:
Thanks Tracey for the kind review. I'm glad I can help out with your pension and retirement planning. Joel