Joel's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 2 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 4 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Up to £50k ( 3 )
Review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Put my different pensions all into one pot, and the best way to draw them.
How has Joel Wood helped you?
Sat me down in the office and whent though quite a few options and helped me pick the best.
Have you seen the outcome you were hoping for?
Yes, ever thing was fine.
What could they have done better?
Not sure as its still on going, and paperwork is still in coming.
Review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To take cash out of my private pension
How has Joel Wood helped you?
Joel was very helpful gave me precise time and everything happened how it explained it would
Have you seen the outcome you were hoping for?
Yes apart from the cost
What could they have done better?
Joel was very helpful but could of let me know the cost more accurately
Joel:
Thank you for sharing your thoughts. We appreciate your feedback. Before we began the project, we had multiple discussions and agreed on a fixed fee of £500. Any additional work completed since then has been at no extra cost to you. We value our working relationship and are committed to meeting your expectations.Review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reached the age to take my private pension
How has Joel Wood helped you?
Joel was very informative and gave me advice which I had no idea about, explaining it in simple terms
Have you seen the outcome you were hoping for?
Not yet, will be having a further chat
What could they have done better?
Nothing
First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Joel
Hasn’t got in touch.
Joel:
We tried repeatedly to contact you, but without success.First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Joel
Extremely friendly and knowledgeable. And very easy to talk to.