Joe's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 27 )
Pensions ( 74 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 1 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 15 )
Financial Mentoring ( 1 )
Financial Coaching ( 3 )
Reviewers' assets
£200k - £500k ( 8 )
£100k - £200k ( 9 )
( 1 )
£50k - 100k ( 12 )
Up to £50k ( 30 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Kent
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to review and consolidate existing pensions
How has Joe Parker helped you?
Joe review both mine and my husbands pension and gave advice on the best management of these.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Joe listens to the clients requirements, addresses any questions or concerns and provides advice on the best way forward. He provides information that allowed us to make informed decisions.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Joe
We had a great meeting with Joe. He was able to quickly gain an understanding of our finances and what our goals were. We felt at ease throughout our meeting and Joe answered any questions we had in a professional and friendly way.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wished to discuss our current pension plans and whether we needed to consolidate them in any way. We also had a lump sum of cash which we wished to consider investing.
How has Joe Parker helped you?
Joe looked at our finances, talked about our aims and goals, assessed our attitude to risk, assessed our current pensions and then advised us accordingly.
Have you seen the outcome you were hoping for?
Our goals are still a little way off but we have consolidated some pensions, diversified, and also invested some cash for hopefully future growth.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Joe
I had a great experience with Joe. His knowledge was excellent, and he answered all of my questions thoroughly. He provided clear guidance on potential next steps and shared useful resources for further research. I really appreciated his approach and the way he made everything easy to understand. I’ll definitely be returning to him for any future financial questions. Highly recommend!
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate all my pensions into one pot.
How has Joe Parker helped you?
Joe advised on the best pension provider to combine all my pensions and how to invest,
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NA