Rory's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 35 )
Pensions ( 84 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 1 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 16 )
£100k - £200k ( 11 )
£50k - 100k ( 7 )
Up to £50k ( 13 )
Review
by a verified client in Hertfordshire
14 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement, I needed help with selecting the best options for the pension pot
How has Rory Joseph helped you?
I was apprehensive about getting a Financial Advisor, but my experience with Rory was Top Notch - he was excellent: friendly, helpful, responsive, proactive and of course gave brilliant advice.
Have you seen the outcome you were hoping for?
Yes. What I particularly liked was it wasn't just generic advice - it was tailored to my individual circumstances and designed to create the best outcomes for me- which it did. I can't recommend him highly enough.
Rory:
Thanks Andy - I am pleased that I was able to help, although we were perhaps both a little surprised by the result!Review
by a verified client in Bedfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term pension and financial planning.
How has Rory Joseph helped you?
As my husband has died I did not fully understand how the pension he had would benefit myself. Rory explained everything so I easily understand the pension and helped me arrange my finances.
Have you seen the outcome you were hoping for?
Yes my pension is doing very well.
What could they have done better?
Rory has been brilliant I can not think of anything he could do better.
Rory:
Thank you Susan, I am happy that I could be of help and make a very distressing situation a little less stressful. RoryReview
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice and support in organising my pension and Rory was recommended to me
How has Rory Joseph helped you?
Helped guide me through the pension process and choose a provider that was right for me.
Have you seen the outcome you were hoping for?
It's very early days but so far so good I'd say yes
Rory:
Thanks Tanya, my absolute pleasure.Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting up private pension
How has Rory Joseph helped you?
He is an expert in his field of pensions and all finance matters. Set up pensions with ease and explained all to us.
Have you seen the outcome you were hoping for?
Yes, private pension going well.
What could they have done better?
None.
Rory:
Thanks James, greatly appreciated. RoryReview
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Where to invest my money and how to best consolidate my pensions.
How has Rory Joseph helped you?
He gives excellent advice, and has sorted out all my pensions. He always gets back to me very quickly with any queries I have and is a pleasure to deal with. Highly recommend
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Rory:
Thanks Liz, appreciated!