Joseph's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Financial Planning ( 11 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 4 )
£50k - 100k ( 1 )
Review
by a verified client in London
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future financial planning
How has Joseph Treacher helped you?
Answer to my question accurately
Have you seen the outcome you were hoping for?
Ye
What could they have done better?
I felt the meeting was a bit of rushing although I understand there is a time limit
Review
by a verified client in Cheshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following retirement I needed advice on the best way to invest my savings.
How has Joseph Treacher helped you?
Joseph has given helpful advice and put me at ease explaining the different financial options in an advisory manner.
Have you seen the outcome you were hoping for?
Yes, I’ve been happy with the outcome so far.
What could they have done better?
I have no issue with the service I received.
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment of pension lump sum.
How has Joseph Treacher helped you?
Advised on risk levels and investment portfolios available.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. Very happy with service.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice
How has Joseph Treacher helped you?
Did not want to be without a Financial Advisor
Have you seen the outcome you were hoping for?
So far yes
What could they have done better?
N/A
Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I took out a private pension when I started working & my parents said it would be a good idea to have a financial adviser
How has Joseph Treacher helped you?
I know nothing about Pensions, Joseph has explained everything me simplistically which helps me understand more, always answers my questions in a way I can understand
Have you seen the outcome you were hoping for?
Yes, hopefully.
What could they have done better?
Nothing, Joseph does everything really well