Joel's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 5 )
Auto Enrolment ( 4 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 21 )
Financial Mentoring ( 7 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 2 )
£50k - 100k ( 3 )
Up to £50k ( 11 )
Repeat review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joel Wood helped you since your last review?
Yes
Repeat review
by a verified client in Buckinghamshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joel Wood helped you since your last review?
He has allowed me to have a greater understanding of the market and how it can have a great impact for future growth and development.
Repeat review
by a verified client in Buckinghamshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Joel Wood helped you since your last review?
All areas of financial support
Review
by a verified client in Buckinghamshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time buyer- needed advice and support.
How has Joel Wood helped you?
Very clear and supportive with how I can reach my goal.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A
Review
by a verified client in Hertfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for someone that would be able to help me with all aspects of my financial situation.
How has Joel Wood helped you?
I do not have very much experience and Joel talked me through everything in a way that I could understand. He showed me what options were available to me so I felt like I was able to make informed decisions. I didn't feel pressurised to make any commitments and was able to contact him a few days later and he sorted everything for me.
Have you seen the outcome you were hoping for?
Yes, I was very happy and feel like I can call him at anytime if I need his help.
What could they have done better?
Nothing comes to mind.