Jo's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 4 )
Auto Enrolment ( 1 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 5 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 10 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Leicestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To plan for future financially
How has Jo Dean helped you?
Set up investment plans and advised on planning for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Merseyside
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following the transfer of my pension to a SIPP I was needing the investment and planning towards the drawing of my pension.
How has Jo Dean helped you?
Jo has helped to reassure me regarding the value of my pension and we have looked at potential forecasts for the future drawdown of it.
Have you seen the outcome you were hoping for?
Due to many economic uncertainties my pension pot hasn’t grown as much as I would have originally liked, but it has maintained its original value.
Review
by a verified client in Rutland
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Increase in disposable income
How has Jo Dean helped you?
Clear explanation as to how I could get my money to work for me
Have you seen the outcome you were hoping for?
I hope to in the future
What could they have done better?
Nothing
Review
by a verified client in Berkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A number of work pensions with different providers and a need to consolidate those and ramp investments to plan for retirement
How has Jo Dean helped you?
Understanding what is possible with any disposable income
Have you seen the outcome you were hoping for?
Yes, the pension transfers were all handled by the team
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To build my savings portfolio
How has Jo Dean helped you?
Jo has helped me commit to regular saving and to improve my overall perspective on my finances
Have you seen the outcome you were hoping for?
It's still early days but I feel confident that it's going in the right direction
What could they have done better?
Nothing