Joe's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 26 )
Pensions ( 27 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 10 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 6 )
£100k - £200k ( 4 )
£50k - 100k ( 4 )
Up to £50k ( 16 )
Review
by a verified client in Tyne and Wear
9 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband died and Joe helped and supported me every step about getting his pension transferred and mine amalgamated
How has Joe Bonallie helped you?
He literally took over in the most helpful way sorting and dealing with everything as I was literally clueless.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at all - kept me informed every step.
Review
by a verified client in Cumbria
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on my pensions & how to manage them in the future.
How has Joe Bonallie helped you?
Joe & Kerry found all the small pensions I had & consolidated them all into one. As I had turned 55, I found out I could draw money from my pension & Joe explained everything I needed to know & sorted out the transfer. He also came from Sunderland to see me in Cumbria, which I found to be excellent customer service as everything today is normally dealt with by computer.
Have you seen the outcome you were hoping for?
Yes I have, thanks to Joe & Kerry, who dealt with everything promptly & professionally.
Review
by a verified client in Tyne and Wear
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
New employer therefore new pension
How has Joe Bonallie helped you?
Pension advice
Have you seen the outcome you were hoping for?
Somewhat
Review
by a verified client in Tyne and Wear
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed help with planning our retirement.
How has Joe Bonallie helped you?
Joe provided advice of the process and clearly explained all the options to us in a friendly manor without us feeling pressurised. We were happy with the help and support given.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cumbria
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
had some pensions but didnt know how to get them
How has Joe Bonallie helped you?
helped us get my pension and investment
Have you seen the outcome you were hoping for?
yes
What could they have done better?
great service he was really helpful