Joe's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 8 )
Pensions ( 57 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 17 )
Financial Mentoring ( 5 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 10 )
£100k - £200k ( 5 )
Up to £50k ( 12 )
£50k - 100k ( 7 )
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investments and pension
How has Joe McArdle helped you?
Very clear in all areas discussed
Have you seen the outcome you were hoping for?
Yes but world markets not performing at the moment
What could they have done better?
Nothing
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To see if we could retire on the pensions we had & if they need updating.
How has Joe McArdle helped you?
Helped plan our retirement.
Have you seen the outcome you were hoping for?
The retirement process nearly at an end .
What could they have done better?
I don’t think so .
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Joe McArdle helped you?
He was very knowledgeable in his field and enabled us to invest our money wisely
Have you seen the outcome you were hoping for?
Am sure we will
What could they have done better?
Nothing
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lots of work pensions, some performing well others not. Wanted to understand potential tax free cash available as nearing retirement.
How has Joe McArdle helped you?
Consolidated all pensions into a single plan. Reduced costs to a plan that has historically performed as well as my best performing pension and given access to to tax free cash when required.
Have you seen the outcome you were hoping for?
Yes, absolutely 100%
What could they have done better?
Nothing, excellent job.
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
moving pensions
How has Joe McArdle helped you?
Joe has helped us with all our enquires concerning pensions, savings and any general questions we had.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
n/a