Joe's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 67 )
Retirement income (annuities, drawdown) ( 48 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 19 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 24 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 18 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
Review
by a verified client in Surrey
5 hours ago
Overall
Advice
Service
Value
How has Joe Sheridan helped you since your last review?
As well as managing our investments, Joe keeps us informed of any changes in Law that may affect us, and keeps us up-to-date with how our investments are doing.
Review
by a verified client in Essex
9 days ago
Overall
Advice
Service
Value
How has Joe Sheridan helped you since your last review?
Joe is always super helpful and super knowledgable.
Joe:
Afternoon Ralph Thank you for leaving a review, it is much appreciated. It is good to know that I have been able to use my experience and knowledge to help you achieve your retirement plans to date, and look forward to helping and advising you in the future. Regards JoeReview
by a verified client in West Midlands
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pension fund was set up by my late husband and has been transferred to myself
How has Joe Sheridan helped you?
An annual review is useful either by zoom or personal visit
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
My portfolio is performing well Investments are well managed
Joe:
Afternoon Pat Thank you for taking the time to leave a review, it is much appreciated. It is good to know that you feel confident in how your pension fund is looked after for you, and the on-going advice you receive. Speak soon. Regards JoeReview
by a verified client in Berkshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on best way to manage my pensions
How has Joe Sheridan helped you?
Help to consolidate my pensions and best way to invest for the future
Have you seen the outcome you were hoping for?
Yes
Joe:
Afternoon David Thank you for taking the time to leave a review, and your kind feedback. I am pleased to have been able to help you with your retirement planning to date, and look forward to helping you in the future. Regards JoeReview
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
information and expertise in savings and retirement.
How has Joe Sheridan helped you?
pension, savings, will advice, and forward planning.
Have you seen the outcome you were hoping for?
yes so far.
What could they have done better?
NA
Joe:
Evening Jen Thank you for your kind feedback. I am really pleased to hear that you’ve found our guidance around pensions, savings, and long-term planning helpful, and that you’re happy with the progress so far. It is important to us that you feel informed and confident about your financial future, and we will continue to support you as your plans evolve. Regards Joe