Every Step Financial Services - Financial Services in Halifax

The help and information that joanne has provided me with me has been invaluable, and the manner in which she delivered it has been exceptional. her explanations were easy to understand....even for a financial layman as me. so refreshing after my experiences with some other advisors. i would wholehearted recommend her services to any of my friends. thank you once again jo....i will be back!

Very pleased with the advice and support given to us by joanne. investments are reviewed annually, in a face to face meeting, to ensure they are in the right place to meet our preferences. joanne always gets back to us quickly when we have questions and has been able to deal with those questions quickly and effectively. based on our experience, we would have no hesitation in recommending every step financial services.

I only have positive things to say about the service. very informative, not rushed and all questions were encouraged. joanne made sure i felt comfortable at every step and she was so friendly and helpful. really easy to contact and very responsive. she went out of her way to print forms for me to make the process easier. very happy with the end result and wouldn’t hesitate to recommend joanne. thank you!

Joanne was an invaluable help in sorting out my financial situation after my divorce. she was kind, patient and explained things very clearly to me(i suffer from a brain injury, so find such things very difficult to navigate.) her communication skills are second to none, and i felt very comfortable discussing my situation with her, and she kept me updated on everything in a very organised and personable manner. i highly recommend her services, and am very grateful for her help and support. naomi thornber

If only we’d contacted joanne earlier! both of us were nervous at getting involved with a financial advisor, but we knew that to sort our pensions and savings it had to be done. our goal was to see how quickly hubby could retire. we looked at reviews of local advisors and saw joanne had a great reputation and her office was just around the corner. so we got in touch, after checking the fca website of course! we’ve had three meetings with her now and today hubby signed up for joanne to manage his finances. she’s open, honest and friendly, explaining everything each step of the way. we’re looking forward to working with joanne in the future and will hopefully see the benefits of her advice over the coming years. call her. you’ve nothing to lose as it’s a free service until you agree to proceed (which is worth it as she’s spent a long time gathering our information and pulling everything together for us).

The help and information that joanne has provided me with me has been invaluable, and the manner in which she delivered it has been exceptional. her explanations were easy to understand....even for a financial layman as me. so refreshing after my experiences with some other advisors. i would wholehearted recommend her services to any of my friends. thank you once again jo....i will be back!

Very pleased with the advice and support given to us by joanne. investments are reviewed annually, in a face to face meeting, to ensure they are in the right place to meet our preferences. joanne always gets back to us quickly when we have questions and has been able to deal with those questions quickly and effectively. based on our experience, we would have no hesitation in recommending every step financial services.

I only have positive things to say about the service. very informative, not rushed and all questions were encouraged. joanne made sure i felt comfortable at every step and she was so friendly and helpful. really easy to contact and very responsive. she went out of her way to print forms for me to make the process easier. very happy with the end result and wouldn’t hesitate to recommend joanne. thank you!

Joanne was an invaluable help in sorting out my financial situation after my divorce. she was kind, patient and explained things very clearly to me(i suffer from a brain injury, so find such things very difficult to navigate.) her communication skills are second to none, and i felt very comfortable discussing my situation with her, and she kept me updated on everything in a very organised and personable manner. i highly recommend her services, and am very grateful for her help and support. naomi thornber

If only we’d contacted joanne earlier! both of us were nervous at getting involved with a financial advisor, but we knew that to sort our pensions and savings it had to be done. our goal was to see how quickly hubby could retire. we looked at reviews of local advisors and saw joanne had a great reputation and her office was just around the corner. so we got in touch, after checking the fca website of course! we’ve had three meetings with her now and today hubby signed up for joanne to manage his finances. she’s open, honest and friendly, explaining everything each step of the way. we’re looking forward to working with joanne in the future and will hopefully see the benefits of her advice over the coming years. call her. you’ve nothing to lose as it’s a free service until you agree to proceed (which is worth it as she’s spent a long time gathering our information and pulling everything together for us).