Joe's reviews
Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 43 )
Pensions ( 35 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 7 )
Auto Enrolment ( 1 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 3 )
£100k - £200k ( 4 )
Up to £50k ( 28 )
£50k - 100k ( 6 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Wiltshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on mortgage and pension
How has Joe Anderson helped you?
Very helpful, informative and quickly answered all my questions along with Vicky.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Very good, effective service with good communication.
How has Joe Anderson helped you?
Set up my Self Invested Personal Pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in Wiltshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating pension
How has Joe Anderson helped you?
I have ben advised by Joe for quite a while now, and his dad before. I always recommend both of them.
Have you seen the outcome you were hoping for?
Yes. All looking very good so far
Review
by a verified client in Wiltshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement and lack of balance in my portfolio of investments
How has Joe Anderson helped you?
Detailing the elements of investments, goals & addressing challenges which can be left but just need to addressed. Also very open at providing contacts to support other areas which are not his speciality
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, this is the 1st time using a financial advisor, 4 star rating is not because Joe's fees are high more because I have not contracted or paid for advice in the past so more me getting used to it !!
Review
by a verified client in Wiltshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to consolidate multiple personal pensions and realise tax free lump sum
How has Joe Anderson helped you?
Joe and his team were very patient with me and explained everything to me. They advised on investment in a fund with a risk level that I felt comfortable with.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Everything went very well and the transition was very smooth and efficient.