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Why did you need financial guidance?

Following the death of my husband I needed financial guidance in investments and planning for my future.

How did Paul help you?

I received advice from Paul regarding my long-term plans leading up to and beyond retirement. The recommendations suited my needs and have been flexible enough to accommodate my requirements as my lifestyle needs have changed. My needs have always been listened to and advice has been provided with a built-in flexibility to adapt over the years as my circumstances have changed.

Why did you need financial guidance?

Pension planning.

How did Paul help you?

Paul has been clear with advice, explained the options and implications and worked with my accountant. As a result, I feel very confident about the future, knowing that I have done all I can to prepare. I am looking forward to having a prosperous retirement much earlier than expected.

Why did you need financial guidance?

Financial advice and planning for the forthcoming retirement of my wife and myself.

How did Paul help you?

Paul did a complete review of our current position and obtained from us a full understanding of our requirements and expectations. He then provided a financial plan which included excellent graphical illustrations, which made it very easy to follow. This gave us the confidence to follow Paul’s advice. The proposed plan is in the process of being fully implemented, as my wife has now retired, and I retire at the end of June. Although this is currently a quiet period for financial growth, we are confident that the financial plan Paul has put in place will be successful. We also have Paul’s ongoing support to make any future changes that may be required due to market fluctuations. What could they have done better? At present, I do not believe that Paul could have done any more for us than he has already done. Paul’s financial advice has already exceeded our original expectations for this sort of service.

Why did you need financial guidance?

Now that I am self-employed, I needed to establish pension savings and having several occupational pension schemes from previous employers,  I wanted to consolidate them into one overall pension provision.

How did Paul help you?

Firstly, to understand pensions in general and to explain investment and pension provision in a way that I could quickly understand. Paul has demystified this area for me and I feel much better and secure knowing about my potential retirement provision.

Why did you need financial guidance?

I approached Paul after being referred from a friend.

How did Paul help you?

He was just so concise and helpful and kept things simple. I would recommend Paul to all my friends and family.

Why did you need financial guidance?

I already had a financial adviser but was unhappy with the service I was receiving. Paul was recommended by my accountant.

How did Paul help you?

Paul spent a lot of time asking questions before he made any suggestions. I was impressed by how much detail he wanted about me and my circumstances before proceeding. He explained things clearly, far more clearly than anyone had done in the past. In the intervening years, Paul has embraced new technology to enable him to explain things even better. With my previous adviser, I always felt that I was being kept in the dark a bit (or that I was being a bit thick). But now, to my amazement, I really do understand what my investment options are and why Paul is making the recommendations.