Rory Joseph

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

I needed to set up a personal private pension.

How has Rory Joseph helped you?

Identified a suitable pension for me, has kept the pension under review and provides me with regular updates and explanations, has taken into account all other financial circumstances. Has taken into account personal preferences and values.

Have you seen the outcome you were hoping for?

Yes

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

I am eligible to claim my pension, as from January 2025.

How has Rory Joseph helped you?

Rory explained to me in simple terms, all my options.

Have you seen the outcome you were hoping for?

I have yet to decide, but now have a much clearer idea, thanks to Rory.

What could they have done better?

You cannot improve an exemplary service.

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

I need to consolidate a number of personal pension plan into a drawdown pension going forward.

How has Rory Joseph helped you?

He recommended an excellent product which I am very satisfied with. He also made the administrative process of merging all my individual plans seem very simple.

Have you seen the outcome you were hoping for?

Yes. So far the product he found suits my needs very well.

What could they have done better?

Nothing.

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

I had a SIPP but I'd decided that needed some Financial assistance to improve my returns. I mentioned this to a friend who recommended Rory as she had been very happy with him and the services he'd provided for her and her husband for a number of years.

How has Rory Joseph helped you?

I met with Rory at his offices and found him really helpful and easy to deal with. He gave me excellent advice and helped me consolidate my pensions with one provider.

Have you seen the outcome you were hoping for?

The outcome has been excellent and the improvement in the returns on my pension have been above my expectations. I'm now receiving a regular income whilst enjoying continued growth.

What could they have done better?

N/A

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

My ex husband split his pension with me upon divorce

How has Rory Joseph helped you?

He has managed my pension and advised me fully on all questions I had on what is the best way forward in my situation.

Have you seen the outcome you were hoping for?

All outcomes have been positive. He is knowledgeable and efficient.

What could they have done better?

Nothing I can think of so far.