Joseph's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 3 )
Pensions ( 175 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 90 )
Auto Enrolment ( 1 )
Investments and Savings ( 171 )
Pension Transfers - Non Specialist ( 44 )
Inheritance Planning ( 9 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 31 )
Financial Planning ( 19 )
Financial Mentoring ( 3 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 39 )
£100k - £200k ( 28 )
Up to £50k ( 47 )
£50k - 100k ( 25 )
Repeat review
by a verified client in Lancashire
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joseph Stevens helped you since your last review?
Joseph has always provided a professional service. His replies to any queries or requests are always prompt and helpful. I have no issues in recommending his services to family and friends.
Joseph:
Thank you for your kind review, Susan. We are delighted that you continue to be satisfied with our ongoing advice and service. Kind regards, JoeRepeat review
by a verified client in Lancashire
10 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joseph Stevens helped you since your last review?
Joe is a proactive Financial Adviser who always takes the initiative. We have met up several times in the last year and he has given me sound financial guidance and support in line with my long term goals. He also provides regular market updates via email, which are helpful and supportive when there are difficult market conditions.
Repeat review
by a verified client in Lancashire
10 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joseph Stevens helped you since your last review?
Joe has continued to offer excellent advice and support on all financial matters. If he cannot help with any problem directly, he can always offer advice on who will be best to speak to.
Joseph:
Thank you for your kind words, Dave. I am delighted that you continue to be satisfied with our ongoing advice and service. Kindest regards, JoeRepeat review
by a verified client in Merseyside
12 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joseph Stevens helped you since your last review?
We required advice over pension fund. Joe was able to help us think through our options, without any pressure to take any specific option.
Joseph:
Thank you for your kind review, Iain and Chris. We are delighted that you continue to be satisfied with our ongoing advice and service. Regards, JoeRepeat review
by a verified client in Lancashire
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joseph Stevens helped you since your last review?
Joe is always thinking of his clients and how they may be feeling in turbulent times. His reassurance is most welcome and usually correct
Joseph:
Thank you for your kind review, Tony. We are delighted that you continue to be satisfied with our ongoing advice and service. Regards, Joe