Joseph Webster

What were the circumstances that caused you to initially look for an adviser?

Originally I wanted advice on investing the 25% tax free section of my pension pot

How has Joseph Webster helped you?

Jo has taken over my advice requirments from a previous St James Place adviser

Have you seen the outcome you were hoping for?

I am happy with the results so far

What could they have done better?

Not really applicable

What were the circumstances that caused you to initially look for an adviser?

I have been using Joseph's father, Paul for about 20+ years initially for mu=y mother and my own family and subsequently, I introduced my brothers. More recently I have been using Joseph who has continued to provide excellent service to me and my family.

How has Joseph Webster helped you?

With investments and questions arising such as portfolio diversity, inheritance tax planning,. etc

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Impending retirement and savings/investment planning requirements for our family.

How has Joseph Webster helped you?

With his depth of knowledge, Joseph has guided and supported us through different financial transitions we have been through, including investment planning, junior ISA's and pension transfers. We engaged with Joseph approximately 7 years ago, and he has been a constant presence for us, providing reassurance that he understands our position and requirements. He is always available to any queries we have, and we appreciate the one-to-one support he offers.

Have you seen the outcome you were hoping for?

We are satisfied with the outcome of our investments, as we understand the financial markets can be unpredicatable. We have continued to see an increase in our investments, which is reassuring.

What were the circumstances that caused you to initially look for an adviser?

wealth growth and planning

How has Joseph Webster helped you?

managing investments

Have you seen the outcome you were hoping for?

yes

What could they have done better?

simple xl spread sheets showing gains

What were the circumstances that caused you to initially look for an adviser?

I wanted to start investing but wanted someone to manage it and assist.

How has Joseph Webster helped you?

Joe has been really great at managing my funds and ensuring my money is performing as well as it can in the current market. He is always available when I have questions and changes to make and is a real pleasure to speak to.

Have you seen the outcome you were hoping for?

Yes, my money is growing year on year and the advice provided in regards to general financial advice has helped me build my other savings successfully.

What could they have done better?

Nothing I can think of to improve, he provides a 5* service.