Zoe Watson Personal Assistant

What were the circumstances that caused you to initially look for a financial adviser?
I required advice on my current circumstances to achieve my longer term objectives. I had initiated contact with Josh during the period of 2020. I was referred to Josh by a colleague for his precise and clear advice.

How has Josh Woodhall helped you?
Josh has communicated with me and allowed me to understand my longer term needs by undertaking some precise forecasting and indeed what’s required to achieve my objectives.

Have you seen the outcome you were hoping for?
Yes, upon making contact with Josh I now understand the milestone ahead and how it can be achieved.

What could they have done better?
Nothing I can think of. Josh goes above to ensure you understand your position and all documentation is clear and understandable.

What were the circumstances that caused you to initially look for a financial adviser?
Money in hand following downsizing our home

How has Andy Ellis helped you?
Andy gave us sound advise with our excess cash and helped us with investing it for the future

Have you seen the outcome you were hoping for?
Our investments have increased nicely over the past 9 years that Andy has been looking after them

What were the circumstances that caused you to initially look for a financial adviser?
Due to illness I was forced to finish work. I needed financial advice so that I could make my pension and savings work for me

How has Josh Woodhall helped you?
Josh has advised and supported me as my financial adviser, to make the right choices for my future financially

Have you seen the outcome you were hoping for?
I have yes

What could they have done better?
Nothing. I am more than happy with the ongoing service that Josh is providing me with

What were the circumstances that caused you to initially look for a financial adviser?
I was looking to sort my mortgage because the fixed term had ended and I also had a couple of pensions that I needed to understand as I am not very familiar with the process of putting them together so I was directed to Brad for help.

How has Bradley Roberts helped you?
Brad came to see me and explained how the pensions worked and how I could make the most of them for the future. He has also started the ball rolling with a new mortgage deal. Brad also suggested life insurance & protection which I hadn't really thought about to be honest, again he is in the process of sorting this for me and we have agreed a cover plan to suit me.

Have you seen the outcome you were hoping for?
So far so good, I'm very happy with the outcome at this stage.

What could they have done better?
Nothing really, I didn't have many questions after our meeting as Brad had covered everything quite thoroughly.

What were the circumstances that caused you to initially look for a financial adviser?
My partner and I were approaching the end of our fixed term on our remortgage, with interest rates rising we looked for a financial adviser to help us get the advise we need and the cheapest deal.

How has Bradley Roberts helped you?
Brad has always been available and a phone call away. Always on hand to provide us with clear advise and keep us updated when needed. Finding us the best rate at a difficult time in the market.

Have you seen the outcome you were hoping for?
Yea definitely.

What could they have done better?
Nothing, service has been great and would recommend brad to others.