Joel's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 58 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 55 )
Investments and Savings ( 77 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 40 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 45 )
Financial Mentoring ( 7 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 49 )
£200k - £500k ( 9 )
( 6 )
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Joel
Wonderfully helpful at a time I was struggling to find the correct information, Joel gave me fantastic advice and contact details for me to continue my quest for knowledge
Joel:
Thanks for the kind words Catherine. I'm glad that you found our chat useful and look forward to discussing further in the future. JoelReview
by a verified client in Hertfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Complexity of financial arrangements
How has Joel Wormald helped you?
holistic financial perspective and understand of my personal wwealth strategy
Have you seen the outcome you were hoping for?
yes it is building
What could they have done better?
invest in an app!
Joel:
Thanks for the kind review Liz! Don’t worry the App is coming in the near future! JoelReview
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to build long term financial security
How has Joel Wormald helped you?
I have worked with Joel for over 20 years and he has helped me build a well rounded portfolio enabling me to chose when I retire comfortable in the knowledge I can fund my retirement
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Joel:
Thanks Mark, great working with you over the years. JoelReview
by a verified client in East Sussex
10 months 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
10 months 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! Joel