Joe's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 47 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 11 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 16 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 16 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in Norfolk
8 days 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. JoeReview
by a verified client in Norfolk
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To assist me to manage my pension
How has Joe Sheridan helped you?
By yearly meeting to discuss changes to my circumstances and review prospects for the future
Have you seen the outcome you were hoping for?
Yes, but this is dependent on the marketsg
What could they have done better?
Grown faster
Joe:
Evening Chris Thank you for taking the time to leave a review, it is much appreciated. It was good to see you again recently, and thank you for making my job in advising you an easy one, with your regular updates. Regards JoeReview
by a verified client in Nottinghamshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for pensions advice in short and long term
How has Joe Sheridan helped you?
With his expert knowledge, enabled me to make the best decisions available in reaching my goal
Have you seen the outcome you were hoping for?
Yes. It is ongoing but I am confident it will continue to be professionally carried out
What could they have done better?
Nothing I can think of
Joe:
Morning Colin Thank you for taking the time to leave a review, it is much appreciated. I hope all is well with you, and speak soon. Regards JoeReview
by a verified client in Leicestershire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Intelligent Pensions manage my pension portfolio and Joe has been my adviser for many years.
How has Joe Sheridan helped you?
Providing the annual review, explaining how global events can affect the performance of the pension fund to give a better understanding of the performance plus ways and means of planning for the future.
Have you seen the outcome you were hoping for?
Satisfied with the performance of the fund.
What could they have done better?
Nothing I can think of.
Joe:
Afternoon Michael Thank you for taking the time to leave a review, it is much appreciated. It is always good to hear from clients on things that are going well, and also any improvements. I hope you enjoyed your recent holiday. Regards JoeReview
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It come with my pension originally
How has Joe Sheridan helped you?
Helped me to cash out some of my pension very quickly Always give me good advise
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Reduece the charges
Joe:
Afternoon Kane Thank you for taking the time to leave a review, it is much appreciated. When we next speak and carry out your annual review, we can discuss some of the feedback further. Regards Joe