Joe Parker

What were the circumstances that caused you to initially look for an adviser?

Having children and mortgage. Having shares and cash savings -> wanting advice re investments, and pensions. Also set up pensions for kids

How has Joe Parker helped you?

Joe has helped our family by advising on investments and savings, setting up and managing pensions (including for our children), setting up critical illness cover and advising re tax.

Have you seen the outcome you were hoping for?

Yes, we’ve set up pensions for our kids, invested more in my pension and are setting up critical illness cover for me to complement other covers. We also have had an annual review of investments and savings, so can make our money work harder.

What could they have done better?

Can’t think of anything.

What were the circumstances that caused you to initially look for an adviser?

Pensions and investment advice

How has Joe Parker helped you?

Joe has taken time to work through my questions and was really flexible when I changed my requirements.

Have you seen the outcome you were hoping for?

Yes at this stage.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Looking to optimise and review my portfolio.

How has Joe Parker helped you?

Great advice on analysis, and readjustments while being open and transparent with clear details

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

What were the circumstances that caused you to initially look for an adviser?

Looking to review and consolidate existing pensions

How has Joe Parker helped you?

Joe review both mine and my husbands pension and gave advice on the best management of these.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Joe listens to the clients requirements, addresses any questions or concerns and provides advice on the best way forward. He provides information that allowed us to make informed decisions.

Please provide a brief comment about your experience with Joe

We had a great meeting with Joe. He was able to quickly gain an understanding of our finances and what our goals were. We felt at ease throughout our meeting and Joe answered any questions we had in a professional and friendly way.