Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 2 )
Pensions ( 65 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 31 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 40 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 28 )
£200k - £500k ( 7 )
£100k - £200k ( 10 )
( 1 )
Up to £50k ( 1 )
Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited family wealth
How has Joe Rogers helped you?
Joe follows on from a line of advisors employed by Forrester Boyd over many years He continues to help us as described previously
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very little
Joe:
Dear Christine, Thank you for taking the time to share your feedback. I’m so pleased to hear that I’ve been able to uphold the high level of support you’ve experienced with Forrester Boyd over the years. It’s a privilege to assist you in managing your family’s legacy, and I’m glad to know we’re on track with the outcomes you’d hoped for. I look forward to continuing to support you and am always here if you’d like to explore new opportunities or discuss any questions about your financial plans. Warm regards, JoeReview
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been receiving advice from the same company for many years
How has Joe Rogers helped you?
He has provided much needed advice
Have you seen the outcome you were hoping for?
A long term investment but results are promising
Joe:
Dear Kevin, Thank you very much for taking the time to share your experience. I'm pleased to know that the long-standing advice and support you've received have been valuable to you. It's rewarding to hear that the guidance provided has offered the reassurance and direction you needed, especially with your long-term investment plans. Building trust and providing consistent, tailored advice is at the core of our approach, and I'm glad to know it has contributed positively to your investment journey so far. It’s always a pleasure working together, and I'm here to support you every step of the way toward achieving your financial goals. Thank you again, Kevin, for your trust over the years and for your kind feedback. Best regards, JoeReview
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money management
How has Joe Rogers helped you?
Advice
Have you seen the outcome you were hoping for?
Yes
Joe:
Dear Sue, Thank you very much for taking the time to share your experience. I'm delighted to know that the guidance and advice provided have met your expectations and supported you with your money management goals. Your feedback is invaluable, as it reflects our commitment to providing clear and actionable financial advice. It’s wonderful to hear that our work together has delivered the outcome you were hoping for, and I’m glad to have been able to assist in giving you the confidence to make informed financial decisions. Please don’t hesitate to reach out if there’s anything further I can assist with as you continue on your financial journey. Warm regards, JoeReview
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After the death of my husband ,
How has Joe Rogers helped you?
Helped with managing my finances. How to make suitable and safe investments for my circumstances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don’t know.
Joe:
Dear Susan, Thank you for taking the time to leave such a thoughtful review. I’m genuinely pleased to hear that my support has provided you with both guidance and reassurance during a challenging period. Assisting you in managing your finances and identifying secure, suitable investments tailored to your needs is my priority, and I’m glad to know this has been helpful. Your trust in me through this journey means a great deal, and I’m grateful for the opportunity to support you in achieving the financial outcomes you were hoping for. If you ever have further questions or new goals, I’m here to help. Warm regards, JoeReview
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited family wealth
How has Joe Rogers helped you?
Joe has continued to provide help and support following on from long-term relationship with Forrester boyd
Have you seen the outcome you were hoping for?
Joe constantly tries to help us achieve our financial goals We are very satisfied with his approach
What could they have done better?
Difficult to say
Joe:
Dear Raymond, Thank you for your kind words and for sharing your experience. I’m pleased to know that the support and guidance I provide have helped you build on your long-standing relationship with Forrester Boyd. It's always my priority to ensure clients like yourself feel confident and supported, especially when managing significant milestones such as an inheritance. It’s rewarding to hear that you are satisfied with the approach we take together toward your financial goals. I’m committed to continuously providing you with the advice and care that aligns with your aspirations, helping to navigate each step in the best possible way. Thank you again for placing your trust in me, and I look forward to our continued work together. Warm regards, JoeReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Joe Rogers helped you?
Helped long term financial planning
Have you seen the outcome you were hoping for?
Beginning to
What could they have done better?
Nothing different as reliant on market performance
Review
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get the best out of the money invested.
How has Joe Rogers helped you?
By monitoring and advising. Looking at options and discussing ways forward.
Have you seen the outcome you were hoping for?
Not entirely but that is due to the fluctuation in the markets and what happens in the world.
What could they have done better?
Perhaps more frequent communication between the yearly meetings relating to how things are changing to give confidence when things are not so positive.
Joe:
Thank you, Kathy, for your thoughtful review. I’m pleased to hear that you’ve found value in the ongoing monitoring and advice, especially when we discuss the best options for moving forward. I understand your concerns about communication between annual meetings, particularly during uncertain market conditions. Please feel free to use the client portal to access updates on your investments, and don’t hesitate to contact us with any queries at any time. Although market fluctuations can impact short-term results, we remain committed to guiding you towards your long-term financial goals. Thank you again for your trust, and I look forward to continuing our work together. Thanks JoeReview
by a verified client in Powys
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension management advice
How has Joe Rogers helped you?
He has provided clear and practical help to achieve my financial goals at an appropriate level of risk.
Have you seen the outcome you were hoping for?
Yes
Joe:
Thank you! Here is a draft response for Richard's VouchedFor review: Dear Richard, Thank you very much for taking the time to leave this review. I’m pleased to hear that you found my advice on pension management clear and practical in helping you achieve your financial goals. It’s always my aim to tailor advice to each client’s unique circumstances, ensuring the right balance between growth and risk, so I’m glad this approach has worked well for you. It’s great to know that you’ve seen the outcomes you were hoping for. I look forward to continuing to work with you to ensure your financial plans remain on track for the future. Best regards, JoeReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This was ongoing advice
How has Joe Rogers helped you?
Very knowledgable and explains things clearly yet also friendly and approachable to talk to.
Have you seen the outcome you were hoping for?
Yes
Joe:
Thank you, Barry, for taking the time to leave such a thoughtful review. I'm glad to hear that you’ve found our ongoing advice helpful. It’s great to know that you appreciate the way we explain things clearly while maintaining a friendly and approachable service. Making sure you feel informed and comfortable with the decisions we make together is always a priority. I’m pleased that you’ve seen the outcomes you were hoping for, and I look forward to continuing to support you with your financial goals. Thanks JoeReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Best option for pensions
How has Joe Rogers helped you?
Fully explained the situation......excellent planning for the future....and excellent pension scheme
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing...really happy with Joe ...his advice, explanation, always able to contact him with questions
Joe:
Thank you, Karen, for taking the time to share your experience. I'm so pleased to hear that you’re happy with the advice and support you’ve received from me. It’s great to know that I’ve been able to fully explain your options and provide excellent planning for your future, particularly with regard to your pension scheme. I understand how important it is to feel confident and well-informed when making financial decisions, and I’m glad my guidance has helped you achieve the outcome you were hoping for. If you ever have any more questions or need further advice, please don’t hesitate to reach out. Thank you again for your kind words and trust. Thanks JoeReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future financial planning
How has Joe Rogers helped you?
Forecasts
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Joe:
Thank you, Jeff, for taking the time to share your experience. I’m pleased to hear that you felt there was nothing more that could have been done to improve your experience. It’s fantastic that we were able to assist you with future financial planning through our forecasts, and that you’ve seen the outcomes you were hoping for. Helping clients achieve clarity and confidence in their financial future is always our top priority. It’s rewarding to know that we could meet your expectations and guide you towards your goals. Thank you for trusting me with your financial planning, and I look forward to continuing to support you as we move forward. Kind regards, JoeReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When retirement was coming closer, we wanted to make sure we were financially secure and that things were in place if unfortunately something happened to either of us.
How has Joe Rogers helped you?
We have know Joe for a while now, so we trust his judgement. He has done all we had hoped for and more with our savings and pensions.
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
Nothing
Joe:
Dear Jane, Thank you so much for your thoughtful review. It’s been a pleasure working with you over the years, and I’m glad to hear that you feel confident and secure as you approach retirement. Ensuring that your financial future is well-planned and protected has always been a top priority, and I’m pleased that my advice has helped you achieve the peace of mind you were seeking. Your trust in my judgement means a great deal to me, and I’m glad to have met and exceeded your expectations with your savings and pensions. Please don’t hesitate to reach out if you need any further guidance or support as you continue on your journey into retirement. Kind regards, JoeFirst impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Joe
A very productive meeting
Joe:
Thank you, Kevin, for your feedback. I’m pleased to hear that you found our recent meeting productive. My goal is always to ensure our sessions are both efficient and insightful, helping you feel confident in your financial decisions. If you have any further questions or need additional support as we continue to work together, please don't hesitate to reach out. Thanks JoeReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Joe Rogers helped you?
Timely & pertinent advice, delivered when ever required.
Have you seen the outcome you were hoping for?
The outcomes of financial advice is subject to the vagaries of the market & political policies.
What could they have done better?
Neither Joe, nor us, have any real input to financial outcomes.
Joe:
Dear Robert, Thank you for sharing your thoughts. I appreciate your honesty and understanding that financial outcomes are indeed influenced by many external factors beyond anyone's control, such as market movements and political decisions. It’s great to know that you’ve found the advice I provide to be timely and pertinent, especially during such a significant period as retirement. My goal is always to ensure that my clients feel well-informed and supported, no matter how unpredictable the financial landscape may be. If you ever have any questions or require further assistance, please don’t hesitate to reach out. Best regards, JoeReview
by a verified client in Lincolnshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had sold our business so need to invest etc Joe Rogers was highly recomended to me
How has Joe Rogers helped you?
Financial planning, investing, pensions etc
Have you seen the outcome you were hoping for?
Yes steady growth
What could they have done better?
I cant think they could
Joe:
Thank you, Chris, for your thoughtful review. I'm delighted to hear that you found my services beneficial following the sale of your business. It's great to know that the financial planning, investing, and pension advice I've provided has led to the steady growth you were hoping for. Your positive feedback is truly appreciated, especially as you mention that there isn't anything more I could have done to improve your experience. It’s always my goal to ensure that my clients feel confident and secure in their financial decisions, and I'm pleased to have been able to support you through this important stage. Thank you once again for placing your trust in me, and I look forward to continuing to work with you. Thanks JoeFirst impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Joe
Friendly, approachable and knowledgeable. Discussed our needs and gathered information accordingly in a very efficient manner. Punctual for appointment and follow up.
Joe:
Thank you, Lynne, for your kind review. I appreciate your positive feedback about your experience with me. It’s wonderful to hear that you found me friendly, approachable, and knowledgeable. I strive to understand and address my clients' needs efficiently, and I’m pleased that I could gather the necessary information and provide timely follow-ups. Thank you again for your trust and support. If you have any further questions or need additional assistance, please don't hesitate to reach out. Thanks JoeReview
by a verified client in North Yorkshire
5 months ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Forrester Boyd since I retired twenty years ago and they have always given me sound advice.
How has Joe Rogers helped you?
Joe has been my financial advisor for a number of years and has always demonstrated that he understands and cares about our financial future and that he assists in planning and meeting our requirements.
Have you seen the outcome you were hoping for?
His advice has always been well thought through and we have had consistent growth.
What could they have done better?
I do not believe that Joe could do any better than he has achieved. Whenever I have required advice he has always been contactable.
Joe:
Thank you, Michael, for your kind words and for taking the time to share your experience. I'm delighted to hear that you have been satisfied with the service provided over the years. Your feedback about my dedication and approachability is greatly appreciated. It’s wonderful to know that my advice has consistently led to the growth you were hoping for and that you feel well-supported in planning and meeting your financial requirements. It's always my aim to provide sound, thoughtful advice and to be there when needed. I'm grateful for your loyalty, and pleased that I have played a significant role in your financial journey. Thank you again for your continued trust and for being a valued client. If you ever need further assistance, please don't hesitate to get in touch. Best regards, JoeFirst impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Joe
Joe was friendly and very professional
Joe:
Dear William, Thank you for taking the time to leave a review. I appreciate your kind words and am delighted to hear that you found our interactions both friendly and professional. Your feedback is invaluable, and I am pleased that you had a positive experience. It's always my goal to provide a welcoming and professional environment for all my clients. If you have any further questions or need additional assistance, please do not hesitate to reach out. I look forward to continuing to support you with your financial planning needs. Best regards, JoeFirst impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Joe
Joe is personable and professional. We were comfortable discussing our personal situation and look forward to hearing from him.
Joe:
Dear Elizabeth, Thank you for your kind words and for taking the time to leave a review. I’m delighted to hear that you found our meetings comfortable and that you feel confident discussing your personal situation with me. Building a trusting and professional relationship with my clients is a top priority, and I’m glad to know you felt at ease. I look forward to continuing our work together and helping you achieve your financial goals. If you have any questions or need further assistance, please don't hesitate to get in touch. Best regards, JoeReview
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Joe Rogers helped you?
Listened to us and Tayloring our Pension needs and plans to suit our requirements.
Have you seen the outcome you were hoping for?
We are satisfied with the pension results we have.
What could they have done better?
As far as we know nothing could have been done better.
Joe:
Thank you, Stephen, for your thoughtful review. We're pleased to hear that you found our pension advice helpful and that our tailored approach met your requirements. It's great to know that you are satisfied with the pension results we have achieved together. We always strive to listen carefully and customise our services to each client's unique needs, so your feedback is very encouraging. Your kind words about our service being thorough and meeting your expectations are greatly appreciated. We are committed to continuing to provide high-quality, personalised financial advice and are glad to have made a positive impact on your pension planning. Should you have any further questions or need additional assistance, please don't hesitate to reach out. Best regards, JoeReview
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions
How has Joe Rogers helped you?
Good pension portfolio performing better than average
Have you seen the outcome you were hoping for?
yes
Joe:
Thank you, William, for sharing your experience. We greatly appreciate your trust in our services. It's wonderful to hear that your pension portfolio is performing better than average. At our firm, we strive to ensure our clients' investments yield positive outcomes, and it’s gratifying to know that we’ve met your expectations. Working with clients like you, William, to secure a stable and prosperous future is at the heart of what we do. Your feedback underscores the importance of tailored financial planning and diligent portfolio management. If you have any further questions or need additional advice, please don't hesitate to get in touch. Best regards, JoeFirst impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Joe
Joe provided a great insight into how potential investments can work, suggesting my-lite potential avenues we can pursue. He provided a detailed breakdown of how the relationship and process will look like. I look forward to building a positive long term working relationship.
Joe:
Thank you, Liam, for your thoughtful review. I'm delighted to hear that you found our discussion on potential investments insightful. We strive to provide detailed and comprehensive advice tailored to each client's needs. I'm glad the breakdown of our relationship and process was clear and helpful to you. Building a positive, long-term relationship with my clients is a top priority, and I look forward to working together to achieve your financial goals. If you have any further questions or need additional guidance, please don't hesitate to reach out. Thank you JoeReview
by a verified client in North Humberside
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
turning 60
How has Joe Rogers helped you?
answers our questions to many to note
Have you seen the outcome you were hoping for?
no still going through motions
What could they have done better?
not sure yet
Joe:
Thank you, Louise, for sharing your thoughts. It has been a pleasure assisting you as you approach this significant milestone of turning 60. I'm glad to hear that I've been able to address your numerous questions and provide the guidance you need during this time. I understand that you're still in the process of navigating your financial plans, and I want to assure you that I am here to support you every step of the way. Our journey together is ongoing, and I'm committed to helping you achieve the outcomes you desire. If there's anything more I can do to improve your experience or any additional questions you may have, please don't hesitate to let me know. Thank you once again for your feedback, and I look forward to continuing our work together. Best regards, JoeReview
by a verified client in Lincolnshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
sale of farmland
How has Joe Rogers helped you?
investments and inheritance planning
Have you seen the outcome you were hoping for?
yes
Joe:
Dear Audrey, Thank you for taking the time to leave such a positive review. It was a pleasure to assist you with your investments and inheritance planning following the sale of your farmland. We are delighted to hear that you have seen the outcome you were hoping for. Ensuring that our clients feel confident and secure in their financial decisions is always our top priority. If you have any further questions or need additional advice, please do not hesitate to get in touch. Best regards, JoeReview
by a verified client in Lincolnshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on pensions generally.
How has Joe Rogers helped you?
Joe took over from a colleague who was retiring just prior to my retirement. Apart from his initial advice about annuities we have sought his advice and services about pension funds which remain invested and the options for draw down.
Have you seen the outcome you were hoping for?
After a time of uncertainty with investment markets these seem to have settled down and we are again seeing investment gains which is reassuring.
What could they have done better?
Joe’s advice has been extremely helpful and there is nothing more which we required of him.
Joe:
Thank you, Chris, for your thoughtful review. I'm delighted to hear that my advice on annuities and pension funds has been helpful as you transition into retirement. It's reassuring to know that, despite the market uncertainties, you are now seeing the investment gains you were hoping for. I appreciate your kind words and am here to support you with any future financial advice or services you may need. Best regards, JoeReview
by a verified client in Lincolnshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requirement for someone to mange my pension and wealth
How has Joe Rogers helped you?
Grow my portfolio and higlight tax efficient investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Joe:
Thank you, Kevin, for taking the time to leave such a thoughtful review. I’m delighted to hear that you’ve been satisfied with the management of your pension and wealth. It’s great to know that your portfolio has grown and that the tax-efficient investments have been beneficial for you. Achieving your financial goals is our top priority, and I’m pleased we’ve been able to meet your expectations. Your feedback is invaluable, and it’s fantastic to hear there’s nothing you feel could be improved. If you ever have any further questions or new financial goals, please don’t hesitate to reach out. Best regards, JoeReview
by a verified client in Lincolnshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise and assist re pensions and future retirement arrangements .
How has Joe Rogers helped you?
In providing expert and sound advise on the above .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Joe:
Dear Graham, Thank you for taking the time to leave such a positive review. I'm pleased to hear that you found my advice and assistance with your pensions and future retirement arrangements helpful. It's always my goal to provide expert and sound advice to ensure my clients feel secure and confident about their financial future. It's fantastic to know that you have seen the outcomes you were hoping for. Your satisfaction is the best indication that we are on the right path. If you have any further questions or need additional assistance in the future, please don't hesitate to reach out. Best regards, JoeReview
by a verified client in Lincolnshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To plan for our retirement
How has Joe Rogers helped you?
Joe explains everything in a way we can understand the best options for us. Joe is so professional and always goes that extra mile for any queries we may have.
Have you seen the outcome you were hoping for?
Defintely
What could they have done better?
Can’t think of anything.
Joe:
Hi Leigh Thanks for this great review. It's so important to me that the support and guidance I offer is easy to understand and jargon free, so my clients can make informed decisions that best suit their circumstances. I'm glad I have been able to do that, and I look forward to seeing you again soon Thanks JoeReview
by a verified client in Lincolnshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Forrester Boyd for many years both during my working life & following retirement & required advice as to retirement planning initially & investment subsequently
How has Joe Rogers helped you?
Joe has always been available to give advice when needed
Have you seen the outcome you were hoping for?
Yes his advice has always produced encouraging investment results
What could they have done better?
I honestly cannot think of any improvements to our dealings with Joe
Joe:
Hi Ian Thanks for taking the time to leave such a positive review. I'm glad to hear I have been able to help you achieve your goals for retirement. It's great to hear you know you can contact me with any questions you have, I'm always happy to help Thanks JoeReview
by a verified client in Lincolnshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an adviser I could rely on. Joe provides that service
How has Joe Rogers helped you?
Comprehensive yearly reviews and advice calls when required.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Joe:
Hi Lee Thank you for taking the time to leave this review. It's been great working with you to help you see the results you were hoping for. I'm pleased to hear our yearly reviews have been comprehensive, and hopefully they have given you peace of mind Looking forward to speaking to you soon Thanks JoeReview
by a verified client in Lincolnshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by friends
How has Joe Rogers helped you?
Very efficient and makes sure we are aware of everything going on in our investments
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing at present but the company needs to advertise more
Joe:
Hi Lewis Thanks for leaving this review. I'm glad I have been able to help you see the outcomes you were hoping for. It's important to me that clients are kept updated, and given clear and easy to understand information, so they can have confidence in their investments. Thanks for putting your confidence in me. Looking forward to seeing you again soon Thanks JoeFirst impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Joe
Very knowledgeable and helpful.
Joe:
Hi Donna Thanks for leaving such a positive review Thanks JoeFirst impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Joe
Joe was at all times patient and informative.
Joe:
Hi Marie Thanks for taking the time to leave this review. It was great meeting you, and I hope you found it helpful Thanks JoeReview
by a verified client in Lincolnshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Steady growth on investments and pensions etc.
How has Joe Rogers helped you?
By monitoring and achieving the above goals.
Have you seen the outcome you were hoping for?
Yes.
Joe:
Hi Cliff Thank you for leaving such a positive review. It's great to hear you have seen the outcome you were looking for, with a steady growth of your investments and pension. I'm looking forward to us seeing continued success together Thanks JoeFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Joe
Joe is very helpful and knowledgeable
Joe:
Hi Simon Thanks for taking the time to leave this review Thanks JoeFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Joe
VERY PLEASENT, KNOWLEDGABLE YOUNG MAN
Joe:
Hi Ruth Thank you for taking he time to leave this review Thanks JoeFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Joe
Fantastic knowledge of pension schemes and happy to provide completely honest advice. Highly recommend.
Joe:
Hi Jack Thanks for taking the time to leave this review. I look forward to working together Thanks JoeFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Joe
I felt really at ease with Joe and think that he will guide me well through the changeover of my portfolios to Forrester Boyd, and I am looking forward to his advise and experience in managing my financial affairs in the future. Pam Wood
Joe:
Hi Pam Thanks for leaving such a nice review. I'm looking forward to working together. Thanks JoeFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Joe
Made me feel at ease , and nothing was to much trouble for him , explained everything I wasn’t sure of , I would highly recommend Joe
Joe:
Hi Anthony Thanks for taking the time to leave this review. I look forward to working together Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited family wealth
How has Joe Rogers helped you?
Picked up the threads from previous advisors and quickly understood our needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything
Joe:
Hi Raymond Thanks for taking the time to leave this review. It's important to me to get to know a client's individual needs and goals, so I can help them achieve them by giving them options that best suit them. I'm happy you felt I did this. I look forward to seeing you again soon, and look forward to seeing future success working together Thanks JoeFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Joe
Very friendly and knowledgeable. Helped me to look at future options.
Joe:
Hi Johanna Thanks for taking the time to leave this review. It was great meeting you, and I look forward to working together in the future Thanks JoeReview
by a verified client in Powys
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions advice
How has Joe Rogers helped you?
He has helped me to select appropriate investment managers and funds in line with my risk tolerance.
Have you seen the outcome you were hoping for?
I believe so
Joe:
Hi Richard Thanks for leaving me such a positive review. I'm glad I have been able to help you with your pension, retirement is a big change to anyone's lifestyle, so financial stability is key to making your future look brighter. Looking forward to continued success in the future Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Been with F B for many years when my husband was in business,after he passed away I continued taking financial advice from F B.
How has Joe Rogers helped you?
Yes. Choosing Investments to avoid paying large tax and giving the best return on my money
Have you seen the outcome you were hoping for?
Yes . But with the world financial situation perhaps could have been better.
What could they have done better?
Don’t know
Joe:
Hi Susan Thanks for taking the time to leave this review. It's always great to hear when clients feel we're a safe pair of hands, and I think a long running relationship is the best way to show that. Thanks you for putting your trust in me to look after your best interests, and I look forward to continued success Thanks JoeFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Joe
Very polite confident and knowledgeable young man
Joe:
Hi Christine Thanks for leaving such a lovely review, I really appreciate it. It was great to meet you, and I look forward to working together in the future Thanks JoeFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Joe
Very good meeting nice relaxed atmosphere and answered all the questions I had and more besides
Joe:
Hi Gavin Thanks for leaving such a great review, I really appreciate it. It was great to meet you, and I look forward to hopefully working with you in the future Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have always been a customer of Forrester Boyd as my father was a senior partner of the firm.
How has Joe Rogers helped you?
Always made sure that my investments were in the right place for me.
Have you seen the outcome you were hoping for?
Yes, although there is a slight dip but hopefully that will come round by the end of the time in that policy.
What could they have done better?
Nothing very happy with all advice and work done to assist me
Joe:
Hi Janet Thanks for the great review! It's been great working with you, and I hope that I have been able to help you with clear information and support. As you say, the climate isn't great at the moment, but I'm looking forward to us seeing more success together in the future Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Husband was self employed without pension provision plus we had several small pensions from previous employers that required advisingbon
How has Joe Rogers helped you?
Offered pension advice/ projection Set up transfer of several small pensions in to a new plan
Have you seen the outcome you were hoping for?
Yes although too soon to tell how product performs
What could they have done better?
Nothing
Joe:
Hi Sarah Thanks for that great review. I'm pleased to hear I have been able to give you more confidence for your future. Retirement is a huge change to lifestyle, so knowing that you're preparing to be in the right place makes all the difference. I'm glad I have been able to help you with guidance and support, and I look forward to ongoing success Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed professional advice on our pensions and savings
How has Joe Rogers helped you?
Made everything clear and understandable. Moved pensions so have much better returns
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Joe:
Hi Karen Thanks for taking the time to leave such a great review. I'm glad to hear that my advice has been clear and has helped you feel more confident. It's really important to me that my clients receive the information in a way that's easy to understand, so they feel happy in the decisions they make for their futures. It's been great working together Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Semi retirement
How has Joe Rogers helped you?
Set up my pension , everything explained ,kept up to date with yearly reviews
Have you seen the outcome you were hoping for?
Given the economic state of the last few years ,yes
What could they have done better?
The requirements I set ,nothing
Joe:
Hi Alan Thanks for the great review! Retirement can be a daunting time, so it's important to know you have everything in place to make it as stress free as possible. So glad to hear you feel I explained everything clearly to you, as it's really important to me that clients feel they understand their options, and they're happy with their choices. Looking forward to seeing you again soon Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to ensure our investments and pension were invested in the most efficient way for tax purposes and that future income requirements would be met
How has Joe Rogers helped you?
Joe helped us plan the most tax efficient investment and savings plan and helped us make sure we managed financial risk appropriately
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing the advice was first class
Joe:
Hi Geoff Thanks for taking the time to leave this review. I'm so pleased to hear that I have been able to help you with your pensions and investments. Tax planning is such an important part of planning for our futures, and finding the most tax efficient solutions can make all the difference when preparing for the days ahead. It's great to hear you're happy with the support I've given, and I look forward to continuing to guide you in your financial journey Thanks JoeReview
by a verified client in Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Forrester for 20 years and Joe replaced my previous advisor when he retired 5 years ago.
How has Joe Rogers helped you?
Joe has as sound financial mind, who explains financial matters clearly for anyone who do's not have a financial background. His pleasant personality puts both myself and my wife at ease when discuss all our financial matters.
Have you seen the outcome you were hoping for?
His advice has been consistent and we have been delighted with the growth in our investments.
What could they have done better?
I personally cannot ask for better service, as we are only a phone call away from seeking any assistance we require.
Joe:
Hi Michael Thanks for the great review. I'm so thrilled to hear that I have been able to help you, and I think a long standing relationship with a client is so important, as it's my job to get to know you, understand your goals and help you achieve them. It's been great working with you, and to see your investments grow. I'm looking forward to continued success together Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement
How has Joe Rogers helped you?
Consolidated pensions
Have you seen the outcome you were hoping for?
No, but brexit and covid have influenced this
Joe:
Hi John Thanks for the great review. Retirement is a big change of lifestyle, no matter your age, but it's especially important to make sure that you're comfortable with your situation if your retiring early, to make it as stress free and enjoyable as possible. I've really enjoyed working together, and look forward to continued success in the future Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Joe Rogers helped you?
Pensions, ISAs, house investment ideas
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Joe:
Hi William Thanks for the review. It's been great being able to support you in so many areas of your financial planning. Being able to help with so many different things really helps me get to know you, and really gives the holistic approach to all aspects of finance, which gives the holistic approach that sets us apart from other firms. It's been great working with you, and I look forward to seeing you again soon Thanks JoeReview
by a verified client in Powys
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to review and, probably, consolidate various pension assets.
How has Joe Rogers helped you?
He has helped me to consolidate my pension investments with an appropriate balance between risk and reward.
Have you seen the outcome you were hoping for?
I believe so.
What could they have done better?
Perhaps a little more regular contact.
Joe:
Hi Richard Thanks for taking the time to leave this review. It's been great working with you to consolidate your pensions, it's important to feel prepared for retirement, so it can be as stress free as possible. I think it's so important that clients feel confident with their decisions, and don't feel like their taking risks that they're not comfortable with. I'm pleased to hear I have been able to support you, and I look forward to seeing you again soon Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was stepping into something that I knew very little about and required professional help.
How has Joe Rogers helped you?
Joe has been a great help to me, with advice on how to manage my investment for the long term as well as assisting with drawdowns and monthly pension requirements.
Have you seen the outcome you were hoping for?
I have been very pleased with how my portfolio has been managed and Joe has always been available for any questions and advice if and when I needed.
What could they have done better?
I have no problems or issues with how Joe has worked with me and the advice given.
Joe:
Hi Stephen Thanks for leaving such a positive review. The world of finance can be daunting at times, no matter what your experience might be. Planning for your financial future is a key part of making things less stressful, so it's been an honour being able to help you in this. I'm glad you know I am hear if you have any questions, and I look forward to being able to help you going forwards Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Work place pension advice
How has Joe Rogers helped you?
Joe always prepares well for meetings and presents the information in a clear understandable way, taking time to clarify anything I struggle to comprehend
Have you seen the outcome you were hoping for?
Yes, advice has always been positive
Joe:
Hi Colin Thanks for the positive review. I really appreciate you saying I explain things clearly, as I think that is a key part of my job. Clients should leave a meeting with a great understanding of their options and the information presented, so they can feel positive and confident about their decisions. It's been great getting to work with you, and I look forward to continued success Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My company stakeholder with Legal & General had limited options, and contacting them to discuss options was difficult.
How has Joe Rogers helped you?
Joe was able to find a flexible option via Scottish Widows and advise on obtaining a tax incentive.
Have you seen the outcome you were hoping for?
Not quite due to the global problems effecting all investments.
What could they have done better?
Nothing the investment is long term and I am confident about it’s future performance.
Joe:
Hi Kevin Thanks for leaving this review. Pension planning is an an important part of planning for the future, so I appreciate how important it is to feel confident that the decision you make is the right one for your needs and circumstances. As you say, it's a long term investment, and I look forward to working together to see it flourish Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking early retirement from work due to illness and we wanted advise on where best to put our savings.
How has Joe Rogers helped you?
Advised what to do with pensions and savings. He also organises our yearly allowance from our savings.
Have you seen the outcome you were hoping for?
No, but with Covid and the economic situation we are all in the same boat.
What could they have done better?
Nothing.
Joe:
Hi Paul Thanks for leaving this review, I really appreciate it. It's been great working together to help you gain more confidence and stability with your financial future. As you say, the climate hasn't been that positive, but I look forward to us continuing to work together for future success Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by others
How has Joe Rogers helped you?
Explains everything in layman's terms. And can be called upon at any time. Makes you feel at ease with your investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Totally satisfied at present
Joe:
Hi Lewis Thanks for leaving such a positive review. It's great to hear that I've been able to give you a clearer understanding of your finances, and some peace of mind. It's been great to be able to work together to help you achieve your goals, and I look forward to seeing continued success together Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We used the parent company for taxation advice over many years and progressed to transferring pensions to Joe’s predecessor and then Joe when he retired.
How has Joe Rogers helped you?
Advised on pension options when approaching retirement and combining several funds into one for greater effectiveness. Have since transferred to another company on his advice. Annual reviews are helpful and informative.
Have you seen the outcome you were hoping for?
Values of the current pension fund have regained earlier losses after a few unstable years. It is hoped that values will start to increase soon after global economies improve.
What could they have done better?
Nothing springs to mind.
Joe:
Hi Chris Thanks for the great review. It's been great getting to work with you to help you achieve your goals, and I'm glad our meetings have helped you to gain better clarity and understanding. It's great to be able to work with someone for a long time, as it really helps me get to know you, and your needs. I'm looking forward to continuing to work with you, and supporting you in your finances Thanks JoeReview
by a verified client in East Riding
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Joe Rogers helped you?
Joe helped consolidate several pension incomes and advised which provider offered the best investment returns
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Difficult to know. We agreed a risk strategy and went with the suggested provider.
Joe:
Hi Allan Thanks for taking the time to leave this review. Pension planning is such an important part of preparing for the future, so I'm glad to have been able to help you and support you to make a decision that best suits your needs and circumstances. I'm looking forward to seeing you again soon Thanks JoeFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Joe
Always smart. Always polite. Positive. Knows what he’s doing and informative. Extremely pleasant and understanding. Most of all trustworthy ?
Joe:
Hi Stephen Thanks for those very kind words, I really appreciate it. It's great working with you, and I look forward to seeing you again soon Thanks JoeReview
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was due to retire this year
How has Joe Rogers helped you?
Joe has helped us immensely with our retirement plans after the sake of our business
Have you seen the outcome you were hoping for?
Yes we have All our planning is know in place Without Joes help I wouldn’t have known where to begin
What could they have done better?
Nothing I can think of
Joe:
Hi Chris Thanks for leaving such a positive review. It's great to hear I have been able to help you with your pension planning. As retirement is such a big change of lifestyle, it's important to feel confident in your decisions. It's been an honour working with you to help you achieve your goals, and I look forward to us seening continued success together Thanks JoeFirst impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Joe
Great open friendly service
Joe:
Hi Tony Thank you for giving feedback and I look forward to the next meeting. JoeReview
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Joe Rogers helped you?
He makes things very easy to understand and doesn't baffle us with technical jargon '
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing...everything is fully explained
Review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I are coming up to retirement and needed a professional review of our pensions savings and a plan to generate income in retirement from a variety of sources including general savings, pension annuities and defined contribution pension pots.
How has Joe Rogers helped you?
Joe took the time to understand our circumstances and our assets and generated a detailed report with his recommendations.
Have you seen the outcome you were hoping for?
We are in the process of transferring investments and pension pots to Parmenion for them to invest. Our retirement income generation plan is still a work in progress but we have made a good start.
What could they have done better?
We are happy with everything so far.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long standing advice from F B. financial advisers when my husband was in business then in retirement also after he passed away.
How has Joe Rogers helped you?
Pensions and Inheritance tax advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don’t know
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To plan for my future for retirement
How has Joe Rogers helped you?
He has helped me so much, I didn’t no much about pensions and Joe advised me also in a way I could understand, also I trust him and that’s a big thing for me
Have you seen the outcome you were hoping for?
It’s still in progress but Joe told me and showed me it’s on track
What could they have done better?
I don’t no anything
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to retire a little bit early and to see my options
How has Joe Rogers helped you?
Excellent help and advice
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing
Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for the future.
How has Joe Rogers helped you?
Helped plan with investments etc after money inherited.
Have you seen the outcome you were hoping for?
They are long term.
What could they have done better?
Nothing.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a customer of Joe's firm for many years and have dealt with Joe for I think10 years
How has Joe Rogers helped you?
Always advised me on when time for renewable of policies what would be the best options and with choice pointed me in the correct direction.
Have you seen the outcome you were hoping for?
Yes I have been very pleased with the policies that I have chosen under guidance
What could they have done better?
Nothing
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Joe Rogers helped you?
Advice on pension planning and drawdown
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice about my preparation for retirement
How has Joe Rogers helped you?
He is very approachable and helpful. He explained everything very clearly and this was extremely valuable in helping me to make the decision on how to move forward .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I took early retirement and wanted advice on pension planning.
How has Joe Rogers helped you?
He gave me advice on the best options for SIPP based on my risk profile
Have you seen the outcome you were hoping for?
For the moment the pension valuations are on par with the general market so no reason to be unsatisfied
What could they have done better?
Nothing
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Preparation for retirement
How has Joe Rogers helped you?
6 years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Oxfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have pensions from previous employments that need managing now that we are retired.
How has Joe Rogers helped you?
Joe helps us manage our funds through appropriate investments.
Have you seen the outcome you were hoping for?
So far so good despite the impact of the pandemic and the Ukraine war.
What could they have done better?
Nothing immediately apparent.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I've always been a business customer of the accountants Forester Boyd, which date linked to FB Wealth.
How has Joe Rogers helped you?
Investments and general pension/IHT planning.
Have you seen the outcome you were hoping for?
Overall everything is going to plan.
What could they have done better?
Stopped Putin from invading the Ukraine.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Joe Rogers helped you?
Transfer values to main pension
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice.
How has Joe Rogers helped you?
Joe has been brilliant. He listened and has always given us good solid advice. We trust him to do his best for us.
Have you seen the outcome you were hoping for?
Yes we are happy with the way things are going.
What could they have done better?
Nothing really.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking early retirement due to health reasons. We were advised to use Joe Rogers by a family member.
How has Joe Rogers helped you?
Placed 90% of our savings in place and once a year meeting to discuss our account.
Have you seen the outcome you were hoping for?
No but this is due to the economic issues in the world.
What could they have done better?
Nothing.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sensible and reliable long term investments
How has Joe Rogers helped you?
Always very professional, knowledgeable and offers me the best advice for my circumstances.
Have you seen the outcome you were hoping for?
The markets are very volatile at the moment but once things are a lot calmer my investments will hopefully regain any recent losses
What could they have done better?
I’m happy with things so far
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Surplus income from the sale of a capital item
How has Joe Rogers helped you?
Joe helped by giving investment and tax advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
By reducing the amount of paperwork.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by a friend and banker
How has Joe Rogers helped you?
Helped enormously with all my financial planning and any worries I may of had
Have you seen the outcome you were hoping for?
Yes most definitely
What could they have done better?
Performing very well even during covid
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Forrester Boyd for many years both during my working life & after retirement initially with Nigel Crowson & latterly with Joe Rogers. As I was self employed I needed advice on tax matters & on investment leading to retirement
How has Joe Rogers helped you?
After the valuable advice I received over the years from Nigel , Joe has taken over the role very satifactorily. I have always found him to be extremely friendly & approachable
Have you seen the outcome you were hoping for?
Yes without doubt
What could they have done better?
There is nothing springs to mind
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Joe Rogers helped you?
Chose the right investments and monitoring of exisitng.
Have you seen the outcome you were hoping for?
Yes
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?
Personal, work and societal circumstances have all changed radically at a point in my life where I am older and I need to plan for the future and my family
How has Joe Rogers helped you?
Pension, IHT, general financial planning advice.
Have you seen the outcome you were hoping for?
I have a solid plan in place and don’t need to worry about these aspects.
What could they have done better?
Nothing.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had come to the age of taking my pension pot and needed to choose a reputable company to advise me.
How has Joe Rogers helped you?
Joe has provided me with excellent guidance and advice which I would have struggled to understand fully on my own.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
I am very pleased with how he has advised me and I don’t think it could have been any better. Very pleased with Joe’s knowledge and advice. I would not trust anyone else to be honest.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Joe Rogers helped you?
Sorting drawdown, advising on pension and ISAs
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We required advice to increase our pension funds and the alternatives available once we reached retirement.
How has Joe Rogers helped you?
Yes. Advising on moving and combining pension policies. Choosing ethical investment funds and advising on the choices available for withdrawing funds when needed.
Have you seen the outcome you were hoping for?
Ignoring the effects of brexit, covid and the turmoil in Ukraine which have reduced the value of our funds, yes. The possibility of the value of our funds dropping because of external influences were explained when we agreed a level of risk. We hope in time to regain the lost value of our pension funds.
What could they have done better?
I cannot see that FB could have done any more.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Upcoming retirement planning
How has Joe Rogers helped you?
Sound financial advice
Have you seen the outcome you were hoping for?
Yes at the beginning but world economic climate has caused a downturn in monies
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Look at best areas to invest in. Pensions, house, ISA's
How has Joe Rogers helped you?
Yes,reviewed personal
Have you seen the outcome you were hoping for?
Yes, given good solid advice which we can act on.
What could they have done better?
None
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lifetime financial planning.
How has Joe Rogers helped you?
Joe and his predecessors at FB Wealth have fully advised me with any financial decisions including pensions, investments, and tax planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I'm not sure what could have been done better, although I wouldn't know as I can only follow one path.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wasn’t happy with my original Financial Advisor. Forrester Boyd and Joe were recommended to me.
How has Joe Rogers helped you?
Hi honest and open approach, and being contactable when required
Have you seen the outcome you were hoping for?
Yes. Obviously due to the present economic climate, it has been tough on everyone with long term savings and pensions. Once you realise that’s it’s not the Financial Advisors fault, its just a case of sitting tight.
What could they have done better?
Nothing
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
surplus funds from the sale of a property
How has Joe Rogers helped you?
His expertise is on topics which I know little about, He will answer my queries and make suggestions, His preparation prior to a visit is very thorough
Have you seen the outcome you were hoping for?
Yes , until the recent change in the markets
What could they have done better?
I have no criticism of his service
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and investment advice
How has Joe Rogers helped you?
Joe has always presented easily understandable advice which has helped me to make important financial decisions
Have you seen the outcome you were hoping for?
Yes I am happy with his advice.
What could they have done better?
Nothing that comes to mind
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Joe Rogers helped you?
Joe clearly explained all my options and gave very useful advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Feel Joe did the best he could to support me.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Originally, prior to my retirement, looked for advice re alternatives to annuities from my pension fund. Forrester Boyd was recommended by a freind.
How has Joe Rogers helped you?
Since 2016
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very little
Review
by a verified client in Powys
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To establish the correct balance of risk and reward on pension investments. Also, to minimise inheritance tax issues.
How has Joe Rogers helped you?
Thoroughly reviewed my tolerance to risk, my financial goals, and my specific financial needs going forward.
Have you seen the outcome you were hoping for?
I believe so. Returns have been disappointing overall recently, but I still believe that, in such difficult economic circumstances, I am better off following the guidance and advice I have been given than I would have been without it!
What could they have done better?
Perhaps making a little more contact when markets are particularly volatile, primarily for reassurance.