Joe's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 43 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
( 1 )
Up to £50k ( 3 )
Review
by a verified client in Essex
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Some pension schemes needed updating and professional advice on products and platforms
How has Joe Allen helped you?
Explained the old pension schemes verses new schemes
Have you seen the outcome you were hoping for?
Yes new pension schemes and providers have more flexible long term options
What could they have done better?
All very satisfactory
Joe:
Hi Lawrence, many thanks for your review, it is much appreciated. I look forward to catching up again soon.Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To merge pensions together into one and invest
How has Joe Allen helped you?
Over several years regarding my pension, and a drawdown when I was 55
Have you seen the outcome you were hoping for?
Yes
Joe:
Many thanks for your review, Rachel. Look forward to speaking with you again soon!Review
by a verified client in East Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I retired from work and took a pension
How has Joe Allen helped you?
Sensible advice on investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing in particular
Joe:
Hi Colin, Thank you very much for your review, it is much appreciated.Review
by a verified client in Surrey
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was time for the Annual Review, made more important following the Autumn Budget 2024
How has Joe Allen helped you?
Helped to clarify thoughts on Pension & Retirement, & touched on IHT Planning.
Have you seen the outcome you were hoping for?
Yes in the short term, & hopefully on a longer basis term too.
Joe:
Many thanks for your review, Tim. It's much appreciated.Review
by a verified client in West Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Weeds to transfer some pension funds and also re invest I. Right areas
How has Joe Allen helped you?
Helped me get a clear plan and strategy for retirement
Have you seen the outcome you were hoping for?
Yes pension grew last 12 months
What could they have done better?
Nothing all was good
Joe:
Many thanks for your review, Michaela, it's much appreciated.