Joe's reviews
Reviewed for
Insurance and Protection ( 47 )
Mortgages ( 5 )
Pensions ( 155 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 70 )
Auto Enrolment ( 2 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 56 )
Inheritance Planning ( 16 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 44 )
Financial Planning ( 35 )
Financial Mentoring ( 9 )
Financial Coaching ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 54 )
£100k - £200k ( 10 )
( 1 )
£50k - 100k ( 4 )
Up to £50k ( 12 )
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was nearing retirement and wanted to ensure I was making best use of my finances, Joe was a great help, with advice in a way I could comprehend.
How has Joe Davison helped you?
Joe has given me good advice on how to maximise my finances to enable me to retire at my target age of 63.
Have you seen the outcome you were hoping for?
Yes I am pleased with advice given by Joe and continue to be given.
What could they have done better?
I am not aware of any better offerings I could have received.
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advise
How has Joe Davison helped you?
Helped us to make the best decisions regarding our pensions .
Have you seen the outcome you were hoping for?
Yes, we are pleased for the great advise .
What could they have done better?
Could have given us the winning lottery numbers . Joe provided an excellent service .
Review
by a verified client in West Lothian
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had retired early and looked to consolidate various pensions, and was looking for retirement financial options.
How has Joe Davison helped you?
Joe analysed my pensions and helped consolidate the pensions and gave me good advice on tax efficient ways to manage my finances.
Have you seen the outcome you were hoping for?
Yes, I feel I am in a better position financially, and have a good plan to manage my pensions moving forward.
What could they have done better?
Everything has worked out as Joe described and I feel I have had a good outcome.
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension plans
How has Joe Davison helped you?
Provided help on pension plans and investment plans for pension. Offered advice and guidance on future financial planning
Have you seen the outcome you were hoping for?
Yes very positive
What could they have done better?
Nothing
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Joe was trained by Mark my adviser who very sadly passed away
How has Joe Davison helped you?
He is managing my modest Stocks and Shares ISA and a small pension pot
Have you seen the outcome you were hoping for?
It’s all long term
What could they have done better?
Frankly I don’t know enough about it - which is why I need Joe’s expertise!