Joe Parker

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.

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.

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!

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

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