Josh Woodhall

What were the circumstances that caused you to initially look for an adviser?

Our previous financial advisor was retiring. He recommended Josh and his team to us.

How has Josh Woodhall helped you?

Josh has consolidated savings onto one platform. He has recommended changing our investment funds to give a better yield.

Have you seen the outcome you were hoping for?

These changes have only occurred in the last few months so it is too early to say.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We weren't happy with the service we were receiving from our previous financial adviser & were passed Josh's details by a friend.

How has Josh Woodhall helped you?

He has been invaluable as looking at our finances on a macro level - not just the items he can directly manage for us. He has made numerous recommendations which will no doubt serve us well in the short, medium & long term.

Have you seen the outcome you were hoping for?

Yes - he is extremely proactive and approachable with any queries I have, even those not related to the items he directly manages .

What were the circumstances that caused you to initially look for an adviser?

I required advice on my current circumstances to achieve my longer term objectives. I had initiated contact with Josh during the period of 2020. I was referred to Josh by a colleague for his precise and clear advice.

How has Josh Woodhall helped you?

Josh has communicated with me and allowed me to understand my longer term needs by undertaking some precise forecasting and indeed what’s required to achieve my objectives.

Have you seen the outcome you were hoping for?

Yes, upon making contact with Josh I now understand the milestone ahead and how it can be achieved.

What could they have done better?

Nothing I can think of. Josh goes above to ensure you understand your position and all documentation is clear and understandable.

What were the circumstances that caused you to initially look for an adviser?

Due to illness I was forced to finish work. I needed financial advice so that I could make my pension and savings work for me

How has Josh Woodhall helped you?

Josh has advised and supported me as my financial adviser, to make the right choices for my future financially

Have you seen the outcome you were hoping for?

I have yes

What could they have done better?

Nothing. I am more than happy with the ongoing service that Josh is providing me with

What were the circumstances that caused you to initially look for an adviser?

Myself and my wife required pension and savings advice.

How has Josh Woodhall helped you?

Offered clear financial planning requirements.

Have you seen the outcome you were hoping for?

Yes, however, our investments are longer term.

What could they have done better?

Nothing that I am aware of.