Joe's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 8 )
Pensions ( 62 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 20 )
Financial Mentoring ( 5 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 10 )
£100k - £200k ( 5 )
£50k - 100k ( 7 )
Up to £50k ( 14 )
Review
by a verified client in Essex
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed better planning for my future and pension.
How has Joe McArdle helped you?
Joe has explained the benefits of consolidating my pension in one place and how this will put me in a better position for my future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, all has been great so far.
Review
by a verified client in Essex
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to pull my pensions in to one place and look to invest in my future
How has Joe McArdle helped you?
He explained the best route to maximize my pension growth and has set me up with a product i'm happy with
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing
Review
by a verified client in Essex
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get some investment on my money
How has Joe McArdle helped you?
He has looked at different scenarios for my money and also with my pension
Have you seen the outcome you were hoping for?
It’s early days but he was very thorough with his advice
What could they have done better?
Nothing that I can see right now
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?
My father recently died and I inherited various funds and investments etc, and therefore needed financial advice.
How has Joe McArdle helped you?
Recommended better ways to invest inheritance and be more tax efficient.
Have you seen the outcome you were hoping for?
Yes, the investments have improved.
What could they have done better?
Have only been using Joe for 6 months so it's too early to say.
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?
New job, and having several pensions, all very confusing, I needed professional advice.
How has Joe McArdle helped you?
Explains all very well. For me the pension issue is complex.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing