Joe's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 27 )
Pensions ( 72 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 1 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 14 )
Financial Mentoring ( 1 )
Financial Coaching ( 3 )
Reviewers' assets
£200k - £500k ( 8 )
£100k - £200k ( 8 )
( 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.
First impression
by a VouchedFor user
3 days 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
a month 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
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Amalgamated pension pots
How has Joe Parker helped you?
regular reviews
Have you seen the outcome you were hoping for?
yes
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?
Needed a pension for each director
How has Joe Parker helped you?
Joe has set up a pension for all 3 directors.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to think about my finances for the future
How has Joe Parker helped you?
He has helped me understand it in a very clear way, explained it fully when I didn't understand or had further questions and enabled me to make some clear decisions about my finances in later life
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing