Joe's reviews
Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 27 )
Pensions ( 89 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 33 )
Auto Enrolment ( 2 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 4 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 28 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
Reviewers' assets
£200k - £500k ( 13 )
£100k - £200k ( 11 )
( 1 )
Up to £50k ( 30 )
£50k - 100k ( 14 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
12 days ago
Overall
Please provide a brief comment about your experience with Joe
My meeting with Joe was very informative and helped me decide the best path forward for me at the present time. Joe is extremely knowledgeable and is very personable.
First impression
by a VouchedFor user
14 days ago
Overall
Please provide a brief comment about your experience with Joe
Joe was very clear and explained things very well. He has an expert knowledge of all things pension and investment related in my opinion.
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce
How has Joe Parker helped you?
Friendly and empathetic, explaining and advising very clearly with attention to detail as well as giving overview performance and projections.
Have you seen the outcome you were hoping for?
Yes, have a clearer long term plan and pension invested.
What could they have done better?
Nothing
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Joe
I was made very welcome and everything was explained clearly. I am totally new to such a meeting and Joe was very understanding and professional.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage some private pension funds
How has Joe Parker helped you?
Helped me understand how they function and offered advice on increasing their yield.
Have you seen the outcome you were hoping for?
Yes