Joe's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 51 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 14 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 19 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 16 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in Worcestershire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I cant remember. I have been with Intelligent pensions for over 20 years and Joe for at least 10 years.
How has Joe Sheridan helped you?
Initially it was just an annual review of mine and my wifes pension plans, but overtime this has expanded into other financial areas such as inheretance tax, savings advice, investmant advice all of which he delivers with our best interests at heart.
Have you seen the outcome you were hoping for?
Yes. Every time
What could they have done better?
It would be nice to see a higher return on our pensions, but they are in line with markets generally and doesnt one always want more?
Joe:
Afternoon Ivor Thank you for taking the time to leave a review, it is much appreciated. I always enjoy our discussions, as it is not just about the pensions, but life in general, etc., which is important as part of the overall planning piece. Regards JoeReview
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was recommended to contact Joe, as I was looking to transfer/ get advice on my pension at the time as I wasnt happy with previous situation.
How has Joe Sheridan helped you?
Spends time clearly explaining and demonstrating how things are and what to realistically expect so I can make sense of my siatuation and make better informed decisions. My pension funds have increased and I feel reassured all is in good hands. I enjoy the tax efficient approach and being shown how to get the best from that.
Have you seen the outcome you were hoping for?
So far yes.
What could they have done better?
Im glad to say that I have nothing to add here as pleased with all.
Joe:
Evening Jennifer Thank you very much for taking the time to leave a review — it’s greatly appreciated. It has been a pleasure looking after you since you joined Intelligent Pensions, helping you to enjoy life more securely, and planning for the retirement you would like. Regards JoeReview
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a pension pot that was basically doing nothing so I was looking to get it invested.
How has Joe Sheridan helped you?
Joe has given me great advice over the years and is always ready to answer any questions.
Have you seen the outcome you were hoping for?
Yes, definitely.
What could they have done better?
Nothing.
Joe:
Evening Ralph Thank you for taking the time to leave a review, it is much appreciated. It has been a pleasure looking after you since you came to Intelligent Pensions, and see you get to the present day enjoying your retirement as you wish to. Speak soon. Regards JoeReview
by a verified client in Derbyshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed someone to look after my pension investment
How has Joe Sheridan helped you?
Regular review of the investments and general advice
Have you seen the outcome you were hoping for?
yes
Joe:
Evening Jim Thank you for taking the time to leave a review, it is much appreciated. As always it was good to catch up recently, and speak soon. Regards JoeReview
by a verified client in Norfolk
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed assurance my pension was being managed properly and with my best interests at the forefront.
How has Joe Sheridan helped you?
Joe has helped me change my life this year by drawing some of my pension. What has been fantastic is that the money invested has grown enough to cover the draw down.
Have you seen the outcome you were hoping for?
I have a much better quality of life and with less worries about affordability.
Joe:
Evening Janette Thank you for taking the time to leave a review, it is much appreciated. It was good to catch up recently, and I am really pleased that you feel that the advice, etc. has helped you change your lifestyle in recent years, and for the better. Speak soon. Joe