Paul Wade

Aspen Wealth Management LLP

Reviewed for

Insurance and Protection ( 17 )

Mortgages ( 10 )

Pensions ( 145 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 63 )

Auto Enrolment ( 1 )

Investments and Savings ( 57 )

Pension Transfers - Non Specialist ( 29 )

Inheritance Planning ( 6 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 23 )

Financial Planning ( 20 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 8 )

£200k - £500k ( 27 )

£100k - £200k ( 26 )

Up to £50k ( 24 )

£50k - 100k ( 23 )

Client reviews

Review from verified client

February, 2024

Overall

Service

Advice

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I needed to transfer an offshore pension to a SIPP

Have you seen the outcome you were hoping for?

Absolutely!

How has Paul Wade helped you?

Organised, on the ball, efficient, friendly, approachable

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Early Retirement and transferring pension products

Have you seen the outcome you were hoping for?

Too early to tell

How has Paul Wade helped you?

General advice and recommendations

What could they have done better?

Nothing I can think of yet

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Prospects of a decent investment return and a good financial future

Have you seen the outcome you were hoping for?

Yes, happy with the returns

How has Paul Wade helped you?

Definitely!!, it’s all his advice which I was happy to go with

What could they have done better?

Nothing as far as I can tell

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I was not happy with previous pension provider. I was not getting any helpful advice.

Have you seen the outcome you were hoping for?

It is too early to say as I only transferred to Aspen in the last few months.

How has Paul Wade helped you?

He has advised me to look at better long term goals.

What could they have done better?

Not sure that they could have done anything better.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Had a few pensions with various providers, I wanted to have more control.

Have you seen the outcome you were hoping for?

A little early to assess.

How has Paul Wade helped you?

Paul has managed to combine all the pensions under one umbrella.

What could they have done better?

Nothing. service was great.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

My elderly friend wanted to speak to an independent financial advisor

Have you seen the outcome you were hoping for?

Not all entirely, some of it, it is positive

How has Paul Wade helped you?

Home visits, clear explanation, easy to talk to, very approachable, trustworthy

What could they have done better?

No

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

We wanted to take all of our money out from the pension but couldn't do it unless we had a financial adviser

Have you seen the outcome you were hoping for?

Yes absolutely brilliant service

How has Paul Wade helped you?

He has given us really good advice and explained simply how we could do better

What could they have done better?

I think that everything that needed to be done has been done with good results

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

We needed to get professional advice concerning our pension investmemts

How has Paul Wade helped you?

Straightforward advice , with the advantage of face to face meetings

Have you seen the outcome you were hoping for?

Yes , very pleased with how things are going

What could they have done better?

We can't think of anythink.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement from the NHS

How has Paul Wade helped you?

Sound advice with careful planning in line with my risk profile Regular updates and very responsive service. Easy to understand reports.

Have you seen the outcome you were hoping for?

The market has been variable for all in the last few years but I am still happy with the current outcome.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Invest pension pot

How has Paul Wade helped you?

Given fantastic advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I have been acquainted with Mr Wade for many years, and I have always been impressed by his professional approach to matters at hand.

How has Paul Wade helped you?

Mr Wade guided me through the process of starting a personal pension.

Have you seen the outcome you were hoping for?

The product I have is affordable to me and I believe it will be satisfactory for my personal needs.

What could they have done better?

I am very satisfied with the service I received.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

To amalgamate all my individual pensions into one Personal Pension with a Drawdown Scheme.

How has Paul Wade helped you?

He Initially helped me with Life Insurance policys

Have you seen the outcome you were hoping for?

Very pleased with the outcomes.

What could they have done better?

Nothing, everything was handled with no problems and the processes made very clear.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Was retiring at 60 and was seeking advice

How has Paul Wade helped you?

Discussed fully options very informative and helpful

Have you seen the outcome you were hoping for?

So far so good

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Needed help with my Pension funds

How has Paul Wade helped you?

He's been brilliant from.the start, and really helpful. Kept constantly in contact and up to date with all information

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, whole service was brilliant

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I needed a pension advisor to invest my money in a suitable scheme

How has Paul Wade helped you?

He has offered sound advice throughout the past 7 years

Have you seen the outcome you were hoping for?

Satisfactory

What could they have done better?

Don’t know

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Pension advise

How has Paul Wade helped you?

Paul has helped me transfer out of a final salary pension and combined my pensions into one

Have you seen the outcome you were hoping for?

Far better than I expected

What could they have done better?

Nothing

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Advice about combining pensions

How has Paul Wade helped you?

By giving me advice as to wear I need to go to give my pension the best possible chance to increase

Have you seen the outcome you were hoping for?

I thought it might do better

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Pension advice upon my retirement

How has Paul Wade helped you?

Paul helped me by discussing my requirements and advising my best way forward to meet my needs.

Have you seen the outcome you were hoping for?

Initially the results were very good but as of late with covid and the down turn in the economy it has not managed to achieve such a good result understandably.

What could they have done better?

With economy as it is I don’t think that they could do much with out higher risks being taken.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Powys

What were the circumstances that caused you to initially look for an adviser?

Looking for longer term investments with better returns

How has Paul Wade helped you?

Provided very useful advice on how best to invest savings

Have you seen the outcome you were hoping for?

Generally yes although last 18 month's have been more difficult

What could they have done better?

Nothing. I have full confidence that Paul will continue to provide an excellent service

Review from verified client

July, 2023

Overall

Value

Service

Advice

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Personal Pension consolidation & Retirement income

How has Paul Wade helped you?

To achieve my objective regarding Personal Pension consolidation & Retirement income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Paul

Paul Wade has been my personal advisor for many years, where Insurances and Pensions are concerned. In that time he has provided guidance on managing my pension funds with various companies and been instrumental in organising my funds into one consolidated pension with Wealthtime. He is without doubt an asset to me, in knowing that my pension funds are safe and secure.

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Paul

After my initial meeting with Paul and setting up my investments I have always had positive dealings with the company

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Unsuitable Workplace pension scheme.

How has Paul Wade helped you?

Paul spent a good time talking me through what options were available to me, supplemented by evidential reasoning, once I fully understood the options I found it easy to make my preferred choice.

Have you seen the outcome you were hoping for?

Initially I was happy with my investment portfolio and performance, then arrived Covid 19 and a worldwide recession, clearly this has affected performance.

What could they have done better?

I feel that with the situations that developed I was happy with the performance of the business who always kept me informed through various channels.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I had no experience of how to start this process.

How has Paul Wade helped you?

Consolated my two Pensions in to new Pension. Pays 25% of the new fund tax free. Always gives answer to my questions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Transfer of various pensions into a SIP

How has Paul Wade helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t believe so

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

To provide an understanding of my pensions and explain the various options for future income when I retired

How has Paul Wade helped you?

Paul has been very clear in explaining all the options including potential ups and downs

Have you seen the outcome you were hoping for?

I believe the outcome is probably the best under the present climate

What could they have done better?

Looked into a crystal ball

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Medical problems at a age when I could take a pension to improve my standard of living

How has Paul Wade helped you?

Excellent , explained everything that was needed, did not push anything, advised but left me to make the decision.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing , but a coffee and a biscuit would have been nice. Ha

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I've known Paul for many years si I could trust him to offer a good service.

How has Paul Wade helped you?

He and Ryan have regularly kept me up to date with my investments

Have you seen the outcome you were hoping for?

Disappointed with the results this year but I understand its the long term that this type of investment yealds.

What could they have done better?

Lower fees.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Outside UK

What were the circumstances that caused you to initially look for an adviser?

A recommendation from my Brother

How has Paul Wade helped you?

He advised a Comoany Pension drawdown after evaluating its total value

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do not know

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Consolidating a poor company pension into a SIPP

How has Paul Wade helped you?

Confirmed the plan of action, Set up the SIPP and provided the means to manage it. Provided regular feedback on performance and occasionally recommended some changes.

Have you seen the outcome you were hoping for?

Markets have not been as strong as past recent history, but Paul's investments did better than other investment plans held elsewhere.

What could they have done better?

Nothing that I am aware of. Paul and his team are always available and willing to help.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Transfer of council pension to sipp

How has Paul Wade helped you?

In a volatile climate over the last few years has kept my sipp fairly stable

Have you seen the outcome you were hoping for?

In general yes

What could they have done better?

I believe because of economy no improvement possible

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Husband needed advice on where to put his pensions and advice about saving.

How has Paul Wade helped you?

Provided services and advice bout the best way to invest for our specific needs.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

The only 'problem' I've encountered is probably nothing Mr Wade could change and it involves most communication about details comes via secure messages , and not beeing of the younger generation , very conversant with modern technology and Apps. good with passwords and such, I find it difficult to access, so he has had to provide actual written copies for me.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

To ensure my money and investments were working to my benefit

How has Paul Wade helped you?

Paul has given me good advice on my pensions and investments

Have you seen the outcome you were hoping for?

Yes very impressed

What could they have done better?

Nothing ,always kept me informed about things

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

To invest for the future, principally my retirement.

How has Paul Wade helped you?

He has advised me where to invest my ISA and pensions.

Have you seen the outcome you were hoping for?

Overall, yes. Obviously since about 2020 the stock market has been falling in value and in the short term interest rates in banks and building societies have performed much better. However, in the long term I am trusting Paul in his advice not to make a panic reaction and move my investments.

What could they have done better?

It's not possible to accurately predict the stock market and the 2020 crash could not have been predicted. Had it been possible I would have transfered my investments to a bank or building society, at least for the short term.

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Paul

Professional, friendly, explained everything. Helpful, and when phones chat with you like a friend , puts you at ease.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

Wanted to take drawdown on pensions

How has Paul Wade helped you?

Paul came out to the house discussed everything in detail what would happen . Had all private pension details and let us know what we were worth

Have you seen the outcome you were hoping for?

Absolutely Paul is very knowledgeable on private pensions and he and his staff are always available to help.

What could they have done better?

Cant improve on what is a fantastic service

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

For pension information

How has Paul Wade helped you?

Get money from pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to bring my pension provision under one roof and to be able to review it on line

How has Paul Wade helped you?

Paul dealt efficiently with all paperwork and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything off the top of my head.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

To provide pension advice.

How has Paul Wade helped you?

Provide professional advice on Pension, with regular updates and face to face meetings.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Needed quality advice on retirement planning.

How has Paul Wade helped you?

Helped & advised on the best investments.

Have you seen the outcome you were hoping for?

Yes, Paul is an excellent financial adviser and I’d highly recommend his services.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Management of my pensions.

How has Paul Wade helped you?

Hi advice and guidance in putting a number of pensions together was invaluable.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing as far as I am concerned.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Consolidation of pensions

How has Paul Wade helped you?

Advised on best way to achieve goals

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, service was quick and informative

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

For a additional income

How has Paul Wade helped you?

Gave good advice at the time

Have you seen the outcome you were hoping for?

Not at this time

What could they have done better?

I don't think so ,would like ISA funds to be taken out of shares at this time into cash ISA's

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Needing to opt out of a final salary scheme

How has Paul Wade helped you?

The process of opting out went very smoothly and the money safely invested in a transparent account

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Perhaps follow up regular meeting could have been more frequent

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Was looking for advice on several different types of pension as I have both private and local government

How has Paul Wade helped you?

Paul and Aspen staff Have kept me informed of current financial changes throughout my time with them

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not as far as I can tell I have always felt I have had excellent communications and advice

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I needed some advice when i had several pensions across different companies.

How has Paul Wade helped you?

Paul was able to advise me to consolidate my pensions into one fund.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing as far as I know

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice and insurance also our pensions

How has Paul Wade helped you?

Found us an appropriate mortgage and insurance deal also to grow our private pensions to when we needed them .

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

They are very helpful and explain in detail of advice we needed and still do.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

For my firms pension

How has Paul Wade helped you?

Investment of pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They have been brilliant

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I was about to retire.

How has Paul Wade helped you?

He concillidated all my pensions into one for the purpose of setting up a draw-down pension.

Have you seen the outcome you were hoping for?

The draw-down pension is working well. The facility for taking lump sum payments has also proved to be very straight forward.

What could they have done better?

No idea, everything seems to function satisfactorly.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

NatWest closing their trust accounts. Wanted some one close who I could actually talk to.

How has Paul Wade helped you?

Paul and his team sorted out a lot of problems and finally secured the correct out come in setting up new trust accounts

Have you seen the outcome you were hoping for?

The incisal out come was good we will have to wait and see how it works out long term.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Had a pension pot that I wanted to invest as a SIPP.

How has Paul Wade helped you?

Paul talked me through the process of transferring my pension and did most of the leg work pointing out the benefits and making me aware of potential risks, in a clear and concise manner. Easy to work with and talk to.

Have you seen the outcome you were hoping for?

You always ‘hope’ for more but in the current climate I have generally been happy with the outcome.

What could they have done better?

Nothing really

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Transfer of private pension

How has Paul Wade helped you?

Excellent knowledge of the industry. He and his staff are very capable and ensure I am fully informed.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Outside UK

What were the circumstances that caused you to initially look for an adviser?

Ryan Nordell was the person with whom I have worked.

How has Paul Wade helped you?

Ryan has been very helpful and understanding

Have you seen the outcome you were hoping for?

Unfortunately the circumstances over the last three years have resulted in a lack of much achievement and growth .

What could they have done better?

Nothing!

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed to invest some money which had been left to me .

How has Paul Wade helped you?

Paul is always there at the click of a button or the end of a phone to assist with any of my financial needs.

Have you seen the outcome you were hoping for?

Yes, if I had invested my money elsewhere I do not believe I would be receiving the benefits I have had and am receiving.

What could they have done better?

Nothing. I had a really good feeling about the company from the first moment I met Paul.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Swansea

What were the circumstances that caused you to initially look for an adviser?

I had an occupational pension that I wanted to move to a more responsive and profitable pension fund

How has Paul Wade helped you?

Paul visited me and went through the whole process with me in fine detail. He gave me personal advice and made me aware of the possible outcomes and that they can be positive or negative, but it is a long term position

Have you seen the outcome you were hoping for?

I have been very happy with the return on my investment, although I am still 2 years away from retirement, so time for my fund to develop more. I accepted that my fund value may fluctuate

What could they have done better?

As far as I am concerned, nothing! I am kept informed in a timely way by Paul, and he is always available to speak to, to answer any questions and give advice

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I needed advice re my pensions and best way for them to earn the best growth

How has Paul Wade helped you?

Very friendly approach, easy to talk with and was not pushy in trying to make me make a decision

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Nothing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

My previous pension provider was not expensive and did not meet my requirements

How has Paul Wade helped you?

Reviewed and made recommendations that suited my needs

Have you seen the outcome you were hoping for?

yes given the volatility in the financial markets at present

What could they have done better?

no suggestion at present

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Didn’t understand what to do regarding pensions

How has Paul Wade helped you?

Yes given all the help and support I have needed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Planing for future retirement

How has Paul Wade helped you?

Paul has helped with advice and structuring my financial security for the future.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

Nothing at present.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

Originally Paul helped with a mortgage then life insurance and then pension

How has Paul Wade helped you?

He gave good impartial advice with clear explanations of my options.

Have you seen the outcome you were hoping for?

Yes I’m happy with how everything is going and if I have any questions I can contact him with either email or a phone call.

What could they have done better?

I’m happy with the service I receive.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Impending retirement.

How has Paul Wade helped you?

Paul took time to get an idea of my plans for the future and gave me good advice regarding my pension fund.

Have you seen the outcome you were hoping for?

Not really but only because of world circumstances over the past year or so. The fund Paul suggested has held up better than many.

What could they have done better?

Paul and his colleagues have kept in touch and kept me informed and I don't think they could have done more.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice years ago and then pension advice

How has Paul Wade helped you?

Yes

Have you seen the outcome you were hoping for?

Yes my pension has made a good return

What could they have done better?

Nothing just very helpful

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I wished to invest an inheritance.

How has Paul Wade helped you?

By setting up a balanced portfolio according to my risk profile.

Have you seen the outcome you were hoping for?

Very much so. Even in difficult times.

What could they have done better?

For me, nothing.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I wished to transfer all my pensions into one pot and be able to take early retirement and still have full control of the amount I receive each month

How has Paul Wade helped you?

Paul Wade was able to access my pensions from there original scheme and reinvest them . He also explained in details how my money is invested, offered his advise but above all never pressured me in any way . Paul and his team are always available for advice and assurances wether it be face to face or over the phone.

Have you seen the outcome you were hoping for?

Up until the Covid Pandemic yes but obviously things have changed but Paul and his team are keeping me informed of any developments.

What could they have done better?

Nothing as far as I am aware unless they can magic some money out of nowhere

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

I wanted advice on Pensions and consolidating them for my wife and I

How has Paul Wade helped you?

Paul and his team have talked us through all the possibilities and the pros and cons of everything. He has been a true confidant and trusted advisor

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

previous adviser was not providing adequate advice.any

How has Paul Wade helped you?

we believe that we more in control.

Have you seen the outcome you were hoping for?

investments rise as well as fall.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Financial advice

How has Paul Wade helped you?

Many years of solid helpful honest financial advice.

Have you seen the outcome you were hoping for?

Work in progress

What could they have done better?

N/a

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Financial advise

How has Paul Wade helped you?

Giving genuine sound advise.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Paul has been extremely helpful in the area we needed advice in.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

I was approaching pension age

How has Paul Wade helped you?

Moving pensions around and help with finance through my divorce.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

At all times o was made to feel valued and help was freely timely and well thought out

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Paul Wade helped you?

Initially with pension conciliation and drawdown. Savings and investments. Able to drop in and ask for advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Always kept well informed

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Advice on pensions

How has Paul Wade helped you?

Firstly when I first met Paul there was instant trust! He explain everything clearly & help me what to do with my pension money!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

To consolidate a number of small pensions and get an overall view of where i stand for the future.

How has Paul Wade helped you?

Clear advise on how to get the best from the pensions i have. Like many people, i did not think about pensions until i approached an age where retirement started to appear on the horizon.

Have you seen the outcome you were hoping for?

Absolutly, although not huge sums of money were involved, i now have a monthly income, far exceeding my expectations. I am sure this would not have been achieved without their help and advise.

What could they have done better?

Nothing, Paul is supported by Ryan and together they have been a real pleasure to deal with. Taking me through process and making sure i understood all the in's and out's of what they were suggesting. Not that easy, as i really didn't have much of a clue.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Transfer pension advice

How has Paul Wade helped you?

Good advice for my savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Na

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

When I retired with two pension funds I needed income flexibility as my future financial situation would be variable for a number of years. One of my pension funds was looking to offer a good transfer value to reduce the fund size, so I was considering moving the proceeds elsewhere. The fund transfer required I use a financial adviser.

How has Paul Wade helped you?

Paul was very helpful and suggested I transferred the pension to a SIPP drawdown pension which would give me the flexibility I needed. My other final salary pension would remain as the regular stable base income. Paul produced a report that clearly shown my options. I found Paul to be approachable, helpful and trustworthy.

Have you seen the outcome you were hoping for?

My drawdown pension has more than met my expectations. It has given me great financial flexibility and the fund value has performed very well. The fund management costs are very competitive. I can easily amend my monthly drawdown at just a couple of weeks notice. Everything is simple and easy yet I trust the fund will be doing well in the background.

What could they have done better?

It would be good if the fund management fees could be even lower - that would be good! but apart from that I'm very happy.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Time to get information

How has Paul Wade helped you?

Getting the best possible outcome

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was perfect

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Retirement looming

How has Paul Wade helped you?

Paul helped me through minefield that is pensions today

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

What were the circumstances that caused you to initially look for an adviser?

Amalgamation of my pensions

How has Paul Wade helped you?

Paul was informative, extremely helpful and made my decision easy when deciding to work with him in bringing all my pensions into one place.

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing, information is on hand constantly and if I need them the response is quick and precise.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I am due to retire this year

How has Paul Wade helped you?

Helped us to consolidate my pensions and explained what my options were

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Service

Advice

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

My original adviser was too distant and too large for my needs. I wanted an adviser who would come to discuss my needs as Iam very elderly.

How has Paul Wade helped you?

He spent a great deal of time in explaining to me the proposals he was making

Have you seen the outcome you were hoping for?

As my initial conversation was only in November 2022 it is too early to expect any significant outcome.

What could they have done better?

I cannot think of anything that could have been done more efficiently.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I contacted Paul after talking to a colleague at work who had previously been advised by Paul concerning her pension and future financial plans. She was very positive about her experience and advised me to get in touch with him.

How has Paul Wade helped you?

Paul has advised me on pensions,investments and future retirement plans and the support and help is ongoing.

Have you seen the outcome you were hoping for?

Yes I am very pleased with all aspects of my dealings and portfolio with Paul.

What could they have done better?

As this is my only contact with a Financial Advisor I can't think of anything at this time that I would say could be improved.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I was looking for good trustworthy advice on a pension and shares isa

How has Paul Wade helped you?

Paul was able to help out and explain all my options with both area's I was looking into. In plain English with all the potential ups and downs of the markets

Have you seen the outcome you were hoping for?

In the long term yes

What could they have done better?

Not much to be honest

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Savings and future financial planning

How has Paul Wade helped you?

Paul has been extremely helpful to me and adapted financial planing specifically to suit my needs he has helped me invest and save for my future and retirement planning advising me on specific investments that have shown vast returns and I’ve seen fantastic growth in my investments over the years.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I was looking at my retirement possibilities and needed some guidance.

How has Paul Wade helped you?

Paul was extremely helpful and helped facilitate a SIPP type arrangement.

Have you seen the outcome you were hoping for?

Yes. There has been some volatility in the markets caused by the pandemic and now the problems in the Ukraine, but on the whole things have worked out well so far....

What could they have done better?

There can always be discussions about the fees one has to pay but I feel Paul AND HIS TEAM are giving value for money.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Always used Paul Wade

How has Paul Wade helped you?

Good advise and investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement looking for options

How has Paul Wade helped you?

Paul and Ryan have helped enormously by explaining and giving concise options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I wanted to understand what options were open to me if I withdrew my company pension and invested it in a differing managed ‘portfolio’

How has Paul Wade helped you?

Paul took time to fully explain what options would be available , their associated benefits and ‘risks’ and potential returns within the various options

Have you seen the outcome you were hoping for?

Not as yet is the immediate response - however & To be fair Paul explained at the time that the option I decided upon is ‘long term’ investment and real benefits would not manifest near term ….to compound this obviously unbeknown to anybody we have been through the most significant downturn in worldwide ‘finances’ since records began with COVID which I fully appreciate has had an impact on my investment….. having said that I have been monitoring as best as I can in terms of % swing in terms of financial markets and indicators (acknowledging that my portfolio is not exclusively based on these indicators) & I believe that my investment has not seen the drops in terms of the % of its capital that the indicators did show and I have put that down to the management of my Portfolio by Paul

What could they have done better?

I’m not really sure… I actually believe that a job has been done to date given the mitigating circumstances described above…

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

To invest a sum of money, rather than leave it in the bank

How has Paul Wade helped you?

Paul Wade has helped me by giving clear and considered advice on what options would be best for me.

Have you seen the outcome you were hoping for?

It will be a long term investment.

What could they have done better?

Nothing.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Husbands retirement

How has Paul Wade helped you?

He consolidated all existing pensions and helped us to understand more about them

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Wanted a local adviser that was easy to talk to and understood my thinking.

How has Paul Wade helped you?

Detailing options, pitfalls and positives ans enabling me to understand a clear view.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, all was swift, accurate and as discussed and planned.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I had suffered losses with my ISA accounts. My adviser was then a great distance away. I wanted an adviser I could talk to face to face and not by telephone.

How has Paul Wade helped you?

Paul suggested moving my stocks and shares isas to a different provider. He has come to my flat three times to talk through my finances.

Have you seen the outcome you were hoping for?

I have been with him for only 3 months but I feel reassured.

What could they have done better?

I think they have done the transactions with speed and efficiency. I could not ask for better.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Been miss lead by a large pension company

How has Paul Wade helped you?

Sorted out all our queries we were open and honest with him and he helped us all the way

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing perfect service

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I had several pensions in different 'pots' & surprisingly, was getting very poor (inadequate advice) from my largest pension provider.

How has Paul Wade helped you?

My 'rights of transfer' & the values of these 'pots' were clarified by Paul Wade & his very competent employees, which allowed me to consolidate these 'pots' into a single source, which was then invested & converted into a solution which offered a convenient & flexible drawdown fund.

Have you seen the outcome you were hoping for?

In the short term, I have seen the outcome I was hoping for. The charges for the services provided, currently seem proportionate for the convenience & flexibility of the product supplied. I wait to see what interest my investments earn over a longer period of time.

What could they have done better?

The process was straightforward & clear. All options were explained clearly, & the decisions were left to me, to decide which product suited my needs best. The process was completed perfectly.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

check things out

How has Paul Wade helped you?

advise me about my options

Have you seen the outcome you were hoping for?

yes

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To manage my pensions in one place

How has Paul Wade helped you?

advised us on my pension

Have you seen the outcome you were hoping for?

yes, thank you

What could they have done better?

nothing, very helpful with every aspect Would definitely recommend your services

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

needed to move pension from one investment to another

How has Paul Wade helped you?

He moved it to another investment fund

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Needed to sort pensions that hadn't been managed for quite a few years

How has Paul Wade helped you?

Paul sorted out some of my pensions that could be managed better also allowing a drawdown facility to be built in.

Have you seen the outcome you were hoping for?

Yes the funds seen to be improving in the short term.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Several small pensions just ticking over with no real management

How has Paul Wade helped you?

Advised on their pension management services

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, the meeting was very informative

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Setting up SIPP

How has Paul Wade helped you?

Explained thoroughly how it all works.

Have you seen the outcome you were hoping for?

I just started my SIPP so will be able to tell in the future.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Advice on pension following early retirement and moving

How has Paul Wade helped you?

Paul listened to my requirements and showed me different options highlighting both bennifits and any performance concerns I was fully informed of my options

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I needed help and advice with regard to some issued I was having with regard to my pensions. I am looking to retire in the next 48 months and required advice as well around this

How has Paul Wade helped you?

Gave clear and understandable advice and clarified things for me in an understandable way

Have you seen the outcome you were hoping for?

We moved some of my pension and resolved issue with my pension provider

What could they have done better?

Not sure he could have been better in this instance

Paul's reply

Hi Martyn Thank you for taking the time to complete your very kind review. I’m so glad you got the issue sorted and I was very pleased to have helped you. Catch up soon. Kind regards Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

My previous FA no longer operates in my area

How has Paul Wade helped you?

Advised on the type of pension scheme to suite my needs

Have you seen the outcome you were hoping for?

Early days yet

What could they have done better?

Nothing to add

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I had two personal pension plans that required conversion into pension by my 75th birthday. I was already receiving a pension from an earlier employment. Subsequently, I had been self-employed and contributing to the personal pension plans.

How has Paul Wade helped you?

I had decided flexible drawdown was the appropriate type of pension. Paul checked my circumstances and confirmed this. He identified an appropriate scheme that enabled me to specify my risk/reward requirements. He explained how the scheme will operate in the event that I pre-decease my dependants. Most importantly, he ensured that I was aware of, and he helped me comply with, various HMRC regulations of which I was completely unaware. This was quite complicated because I had been working (and making contributions) at the same time as receiving a pension from a previous employment.

Have you seen the outcome you were hoping for?

Short term yes. Long term, you will need to ask my dependants if I pre-decease them!

What could they have done better?

I was provided with exactly the service I needed.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I wanted to cash in my pension pot

How has Paul Wade helped you?

I was advised about the negative and positive results of cashing in my pension pot in as much detail as was required, in a clear and understandable manner. Therefore enabling me to make an informed decision.

Have you seen the outcome you were hoping for?

I have now cashed in my pension pot and have not had any second thoughts about. It was all sorted from start to finish in under five weeks.

What could they have done better?

I cannot fault the service I have had from Paul and his team, and would not hesitate to recommend them to anybody else. Top marks !

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Consolidation of Pension pots, with a view to Planning for Retirement

How has Paul Wade helped you?

Paul assisted with transferring/consolidating the Pensions fund & investment advice

Have you seen the outcome you were hoping for?

Initial signs are promising

What could they have done better?

Nothing springs to mind.

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Personal financial review

How has Paul Wade helped you?

Consolidated pensions

Have you seen the outcome you were hoping for?

To early to assess

What could they have done better?

To early to assess

Review from verified client

August, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

The reasons for seeking a financial adviser was to see if I could raid enough funds to assist me in purchasing a property that would be suitable for my future life due to I'll jealth

How has Paul Wade helped you?

He read through some information o presented him with and from there he was able to assess that my pension had a large fund in it and due to my ill health would be able to access the fumds

Have you seen the outcome you were hoping for?

yes and it has lifted a lot of pressure from my back knowing I will be able to live more comfortable than I am at present

What could they have done better?

I don't believe he could have done any more than he did it is a shame that timings we wrong as I could have done without paying so much tax but that's not his fault but my circumstances

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I had a sum of money from the sale of a property.

How has Paul Wade helped you?

In finding the most efficient way of investing that sum at my given level of risk

Have you seen the outcome you were hoping for?

Full steam ahead so far.

What could they have done better?

At this point nothing. Everything was dealt with in a professional manor. Hats of to his assistant as well.

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Need to assess options as reaching retirement age

How has Paul Wade helped you?

Showed how one policy was performing not as required

Have you seen the outcome you were hoping for?

Too early to say

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Not knowing enough about pensions and what to do with them

How has Paul Wade helped you?

He took me through all what was available to me and what were the best options for me

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing as far as I am concerned

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Taking stock of our financial situation.

How has Paul Wade helped you?

Suggested new form of financial investment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Paul Wade helped you?

Advice on changing personal pensions to modern,flexible, low cost version

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None(yet!)

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I has several pension with different providers and wanted to consolidate these pension into one and improve my return, and after making several enquires Paul Wade came highly recommended.

How has Paul Wade helped you?

Paul was able to take care of the switch from my current provider and was very patient with me and my partner to whom he gave free advice even though it was not going through Paul

Have you seen the outcome you were hoping for?

This is still early days for me so we have yet to see.

What could they have done better?

We were offered Tea or Coffee but no biscuits, Only joking I dont think Paul Could have done anymore to help me with my decisions.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Retiring from work early

How has Paul Wade helped you?

He gave me the exact advice that I needed to make my informed decision

Have you seen the outcome you were hoping for?

100% I really am so glad I found him

What could they have done better?

I can honestly say he couldn't have done anything else for me. I am very happy with him and all concerned in his office.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

To move my final salary pension from a company scheme and invest for the future to provide some security for my daughter.

How has Paul Wade helped you?

By offering me a variety of investment options which were explained in detail, actually getting the fund releases was a challenge, but Paul and his team achieved this through their tenacity.

Have you seen the outcome you were hoping for?

Yes in full, results have been as advised and as I expected.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Better financial returns

How has Paul Wade helped you?

Good customer service and honest advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing better 1st class advice

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Pension release.

How has Paul Wade helped you?

Financial advice.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Needed to invest my occupational pension.

How has Paul Wade helped you?

He advised me on the best way to invest by way of a sipp.

Have you seen the outcome you were hoping for?

Well over 3 months the fund has risen by £300.00.

What could they have done better?

Not sure he could have done any better

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Needing guidance when left one company and having pensions plans in the same place.

How has Paul Wade helped you?

He made the transition very smooth.

Have you seen the outcome you were hoping for?

My investment is growing.

What could they have done better?

Nothing at this stage

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Retirement, I was following advice from Government-sponsored interview.

How has Paul Wade helped you?

Gave a clear indication of my options regarding a number of pensions I had at my disposal. Made the effort to understand my circumstances and aspirations and gave advice that I found helpful. Answered my questions in a way that inspired confidence, as I was aware that I knew very little about the subject and I needed to make some significant decisions about my future.

Have you seen the outcome you were hoping for?

So far yes, and I have no reason to think that will chage. Paul gave me a very clear idea of the variables and probabilities I was likely to experience.

What could they have done better?

There is nothng that comes to mind. My aim was to become well-enough informed to make decisions and I feel Paul enabled me to do so very efficiently.

Review from verified client

June, 2018

Overall

Service

Advice

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Retirement.

How has Paul Wade helped you?

Advice on merging my various pensions to give me a flexible. Income. Advice on tax.

Have you seen the outcome you were hoping for?

Yes so far so good. I realise this is a long term investment where values will rise and fall.

What could they have done better?

Difficult to say , I had a good understanding of what I would like, Paul advised and refined my requests.Isle I was surprised how quickly and efficiently my pension was set up.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Sold our family house and down sized to a smaller property so had money to invest in our future.

How has Paul Wade helped you?

Spent some time with us giving us advice on our situation.

Have you seen the outcome you were hoping for?

To early as only recently taken out the investment with Aspen.

What could they have done better?

Very happy with the service given. (see above)

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Thinking of retirement in the future & combining four different pensions.

How has Paul Wade helped you?

Help me understand what my options were & what was best for me. Took time to explain in precise way.

Have you seen the outcome you were hoping for?

Retire in five years time, feel more confident, have documents I need. Very pleased with overall service & advice.

What could they have done better?

Feel I don't need to add anything.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to cash in one of my pension pots and was told by Royal London that I couldn't do that without talking to a financial adviser and them filling in the appropriate paper work.

How has Paul Wade helped you?

My adviser understood my needs and everything was explained in a way I could understand, everything was sorted over the telephone or by e-mail.

Have you seen the outcome you were hoping for?

I am very happy with the advice I got and the service they provided. I will certainly be using this company again if I need financial advice in the future.

What could they have done better?

There is nothing that could have been done better.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Required advise with regard to my pensions.

How has Paul Wade helped you?

Giving advise as to various options available.

Have you seen the outcome you were hoping for?

Initially in the short term.

What could they have done better?

Generally understood most things that were discussed, otherwise not in a position to suggest things could have been better

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Pension transfer.

How has Paul Wade helped you?

Advice on what type of pension to transfer into. Home visits which was a help to me.

Have you seen the outcome you were hoping for?

Yes, so far so good.

What could they have done better?

To be honest nothing. Top class and would highly recommend.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Advice on my pension pot.

How has Paul Wade helped you?

Sorted out my pension income.

Have you seen the outcome you were hoping for?

Not yet retire this year.

What could they have done better?

Couldn't have done better ,explained it in laymen terms which suited me .

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Reached the age at which I could take my personal pension.

How has Paul Wade helped you?

He was able to outline all the different options to move forward.

Have you seen the outcome you were hoping for?

Definitely.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I was looking to move my current pension arrangements to a provider that could offer me a platform where I could more readily monitor performance and have a more balanced approach to portfolio management and a more competitive fee structure.

How has Paul Wade helped you?

Paul introduced me to Wealthtime through his own agency and explained the various investment options.

Have you seen the outcome you were hoping for?

It's too early to talk about fund performance but in terms of accessibility and portfolio management and cots my needs have been met.

What could they have done better?

I have received excellent service.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

wanting to get more out of my pension.

How has Paul Wade helped you?

by giving great advice on which pension to choose.

Have you seen the outcome you were hoping for?

the pension has out performed the market very well.

What could they have done better?

nothing really

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Herefordshire

What were the circumstances that caused you to initially look for an adviser?

Due to retirement looming. needed financial help.

How has Paul Wade helped you?

explained everything in an easy to understand manner, did all paperwork ref my pension transfers and was extremely helpful on a subject I had little understanding of.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

October, 2017

Overall

Service

Advice

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Devaluation of the employer pension scheme.

How has Paul Wade helped you?

Advice about investing in a SIPP.

Have you seen the outcome you were hoping for?

Not yet - too early to tell.

What could they have done better?

Nothing

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Due to ill health and no longer being able to earn an income I needed advice on how to make the best use of my pensions.

How has Paul Wade helped you?

Paul visited me at home and took details of all my company pensions away with him to be able to give me advice. He was punctual, very personable and also patient in explaining what his next moves would be.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Pension advice.

How has Paul Wade helped you?

Very well.

Have you seen the outcome you were hoping for?

Giving a clear understanding of what I needed to know.

What could they have done better?

No

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Needed some advice at a time where banks cannkt help.

How has Paul Wade helped you?

Listened. Gave us various options and advjsed on the best for us.

Have you seen the outcome you were hoping for?

Not get only the pes e of mind that we dont have to worry.

What could they have done better?

Not much more to do that he hasnt done already

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Pension release.

How has Paul Wade helped you?

Very helpful.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Pension review from an existing company pension.

How has Paul Wade helped you?

Paul took all the effort and worry away from me and completed the pension transfer without any hassle.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Paul made this so easy I have no constructive feedback for improvement.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

advice on my pension.

How has Paul Wade helped you?

gave me all the advice and help I needed.

Have you seen the outcome you were hoping for?

yes and better than expected.

What could they have done better?

nothing he was spot on

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I needed advice for a pension issue together with a professional opinion of my overall goal of early retirement.

How has Paul Wade helped you?

Paul discussed the pro's and cons of transferring out from my final salary pension scheme and drew up a professional report of the outcome. He was never pushy or tried to steer me in a direction that I knew he would gain financially personally. He made sure that he explained in simple terms what each scenario would mean to me, the risks involved and any potential benefits or pitfalls I might encounter as a result of my decision. The final decision was always left entirely up to me. He was always available to answer quickly and professionally any questions I had after our meetings. I also appreciated the follow ups and up to date information of where proceedings were at from Paul's efficient assistant, Ryan.

Have you seen the outcome you were hoping for?

As a result of Paul's advice I was able to draw my own conclusion that I would benefit from extracting my final salary pension from my previous employer into an invested pension pot, giving me control of the money, which is never an easy decision, but in my case was made easier because of other income streams available to me. This should enable me to retire in 2-3 years time at the age of 55. I am now able to see on a daily basis of how my pension pot is performing and whilst I totally understand that it is early days and the stock market can go down as well as up, the initial investment has performed very well.

What could they have done better?

I am not sure at this stage whether Paul could have done anything more. He made time available when I needed it even after conventional office hours and working full time with little opportunity for meetings during work time this was much appreciated.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

My taking early retirement.

How has Paul Wade helped you?

Mr Wade helped me in all aspects covering my pension plans.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Mr Wade could not have done more. He was very flexible for me and always made himself available to me when ever I needed his services and expertise.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

pensions.

How has Paul Wade helped you?

expert advice.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

To protect our future.

How has Paul Wade helped you?

With advise over the years on mortgage, pension, savings and giving the best advice on planning and saving for our future.

Have you seen the outcome you were hoping for?

We're starting to now.nothing.

What could they have done better?

Paul has been very knowledgeable in whatever we asked of him, Given us sound advice in fields we know nothing about. So hard to improve on that.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Having spoken to a number of ex work colleagues over the past few years I was made aware that I was able to access my pension from the age of 55 . Paul's name was mentioned to me , I made an appointment , spoke with Paul , was impressed with the professional way in which Paul and his team advised e so I decided to employ his services .

How has Paul Wade helped you?

He combined my pension schemes together , set up an account which I now draw from .

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing , I am completely satisfied.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I needed advice with regards to my pensions that had over 4 pension pots and wanted them all to be handled by the same company.

How has Paul Wade helped you?

Paul arranged for the various pots all to be transferred to one account therefore making it much easier for me to see exactly how much I have. Paul also arranged for me to withdraw an amount of my tax free allowance to set up a new business.

Have you seen the outcome you were hoping for?

The outcome has been very satisfactory.

What could they have done better?

I can honestly say that Paul and his team have always exceeded my expectations. They are very easy to deal with and are very helpful.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

refusal of council to pay my pension at age 55 even with reduction normal age 60.

How has Paul Wade helped you?

showed me how to invest pension in a draw down scheme and explained the risks.

Have you seen the outcome you were hoping for?

so far yes.

What could they have done better?

none

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

pension advice.

How has Paul Wade helped you?

paul used his experience to look after my pension.

Have you seen the outcome you were hoping for?

yes i have.

What could they have done better?

nothing more

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

From a previous investment following the sale of my late mother's house I wanted to reinvest, I also cashed in a small pension/.

How has Paul Wade helped you?

I wanted to explore my options and was very happy with everything Paul said. He did not blind me with jargon and It really felt 'right'. I felt very confident in both him and his company. and decided within a very short time to trust him to do his best for my investments.

Have you seen the outcome you were hoping for?

Yes.I keep a track of what is happening with my investments on line and am very happy with the way things are going.

What could they have done better?

I really can't think of anything Paul did that was not positive or translucent - I was given plenty of time to think about investing with them, was not rushed or 'persuaded', I was really happy with the outcome.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I needed advise on combining a number of pension policies.

How has Paul Wade helped you?

Paul made the whole process painless, he explained my options clearly and made sure I understood the rational behind his recommendations. At no time did I feel pressured to make a decision. Professional and courteous at all times, I would highly recommend his services. Mike Evans Gallery Owner.

Have you seen the outcome you were hoping for?

As this was pension advise, it is still a work in progress but now combined, I was surprised at the potential outcome.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Relocate my pension.

How has Paul Wade helped you?

Advised on various options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I can think of.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Retirement plans.

How has Paul Wade helped you?

Paul Wade advised me on the best way to maximise the return of my pension pot.

Have you seen the outcome you were hoping for?

Yes it exceeded my expectations.

What could they have done better?

Follow up phone calls would be helpful.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

The opportunities created by recent pension access changes, and my desire to retire as early as possible.

How has Paul Wade helped you?

Paul explained the pension changes and how I would / couple be affected by them, clearly.

Have you seen the outcome you were hoping for?

Yes. My overall pension pot has not reduced much despite the income I've drawn from it over the past sixteen months.

What could they have done better?

I can't think of much. My fund management seems to have transitioned from Paul to one of his team, with no detrimental affect.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was looking for investment advice and pension advice.

How has Paul Wade helped you?

Paul spent plenty of time explaining all of the options and anything I didn't understand he went through until I was happy. There was no rush and absolutely no pressure. Communication has been excellent and Paul has remained professional throughout. I would not hesitate to recommend Paul.

Have you seen the outcome you were hoping for?

The outcomes have exceeded my expectations so I am mote than happy.

What could they have done better?

I don't really think Paul needs to change anything as everything he did was spot on.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

Change of job into one without a final salary scheme.

How has Paul Wade helped you?

Provide a financial framework for investment of my pension fund.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not much. Perhaps schedule a annual financial review.

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Paul

So far During the home visit Paul gave us good and helpful info. We now await some written follow up.

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I retired in January 2016.

How has Paul Wade helped you?

Paul gave me financial advice and guidance on my pension options, including tax refunds.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Paul was a calming influence at a time in people's life where great uncertainty lies ahead, especially in the area of financial investment. Whilst Paul is comfortable in this arena, the person on the street is not so you have to overcompensate for this.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Pension.

How has Paul Wade helped you?

He explained everything thoroughly to me.

Have you seen the outcome you were hoping for?

No yet but I will.

What could they have done better?

He was very very helpful but the longer we work together the more helpful he will be

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Legislation requirement for Personal pension policy transfers out of current provider.

How has Paul Wade helped you?

Explain the risk of losing the Guaranteed Annuity Rates.

Have you seen the outcome you were hoping for?

The transfer requirement is satisfied, pension fund transferred.

What could they have done better?

For my case, attentive and excellent service, keep up the good work.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Looking for advice for my future retirement and financial security.

How has Paul Wade helped you?

Talked us through the best opportunity that would be best for us.

Have you seen the outcome you were hoping for?

At present I am still working,so as yet have not seen any outcome as yet.

What could they have done better?

None that I can think of as yet

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Impending retirement with all the recent changes to personal pensions.

How has Paul Wade helped you?

To cash in all my pension pots and re-invest them to the best advantage to myself and my family.

Have you seen the outcome you were hoping for?

Happily and comfortably retired and reaping the benefits of of investing in pension pots.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed to pay off some debts and was unable to use drawdown on my company pension. I decided to transfer my company pension into a more flexible scheme which could release some money now but also still have an investment for my future retirement. Paul is now my financial adviser for the transfer process and beyond.

How has Paul Wade helped you?

I've only been Paul's client for 3 weeks but Paul is well in progress with the transfer of my pension and has advised me of a future strategy for my pension pot.

Have you seen the outcome you were hoping for?

My situation for the next few years would have been difficult without the release of pension money. The outcome is just what I was hoping for so I ma pleased.

What could they have done better?

I have been very pleased with Paul's advice which has been very thorough and he has responded quickly to any questions. I possibly gave the impression of knowing more than I actually do about investments and so at times I felt that Paul could have explained things in a more simple way.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

I wanted to release some of my pension, for personal use, from the LGPS.

How has Paul Wade helped you?

Paul was recommended to me and I contacted him. I can honestly say it was the best call I have made!! Paul visited me and asked few questions about my circumstances, personal and financial in a most professional manner. From these questions, Paul gave me a broad outline on the day, but took information away with him to allow him to come up with options. Paul contacted me a couple of days later and arranged another meeting to discuss these options . He explained in detail how they all worked out for me and left me to decide which was the course for me, which I did I never felt in the least bit hurried and Paul spoke clearly, in terms I could understand (no jargon). The arrangements were made and Paul, and his excellent team, set about getting me what I had chosen, despite some parties being less than helpful. Aspen as a company, were always on the ball, always answered enquiries promptly and effectively .....truly excellent customer service.

Have you seen the outcome you were hoping for?

I have indeed seen the outcome I wanted and was promised.

What could they have done better?

The service provided was seamless, effective , professional and polite , nothing could have made it any better

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Isle of Wight

What were the circumstances that caused you to initially look for an adviser?

after moving to the Isle of Wight we needed to renavate our new house so decided to look at releasing some money out of my pension pots. Only being 55 years old my pension providers informed me that to do this i needed a Financial Advisor .

How has Paul Wade helped you?

Paul was very helpful and arranged a home visit , he was very friendly and put us at ease . He explained everything in simple terms and told us all our options. He has kept us informed throughout the process and is always onhand to answer any queeries .

Have you seen the outcome you were hoping for?

Paul is just finalising my last pension and i am about to draw down my first pension payment.

What could they have done better?

Can not think of anything

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Paul Wade helped you?

I was very impressed with the amount of time Paul spent in advising and clarifying options with my pension pot. His advice was detailed and at all times very clear. I particularly like the fact that Paul is available either by phone or e-mail to answer any queries/questions I may have. I would recommend Paul to friends or relatives in search of independent advice. The fact that Paul has clients who have been with him for some years speaks volumes to me. I also like the fact that I can track my pension fund and understand at all times how it is faring - this can only be a bonus when planning ahead.

What could they have done better?

I only became a client of Paul's this year (2014) but at this point absolutely nothing.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Paul Wade helped you?

Paul is very knowledgable and talks in plain English ! His manner is comfortable with no ' hard sell ' which we liked enormously . We would not hesitate in recommending Paul to potential investors and we hope to update this review in the future when he has produced a descent income on our investments . ( no pressure there Paul !

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

Paul was extremely helpful in explaining the available options for my investment and guiding me through the process as a complete novice. When I didn't understand something he was always available by phone or email to explain things.

What could they have done better?

Not really sure what Paul could do better as I was very happy with the sevice I received.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Kent

How has Paul Wade helped you?

Paul always offers sound and good advice on all my financial requirements.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Paul

He phoned and gave me excellent advice which I am using.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Dorset

How has Paul Wade helped you?

Provides professional service, easy to contact, communicates clearly, very happy with the service we receive

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

Mr Wade was recommended to me by a friend who was an existing client. He came to visit me in my home and suggested a couple of ways I could invest my money and make my pension work better for me. I found Paul to be both easy to talk to and efficient and so far I have found his advice on investments have worked well.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Paul Wade helped you?

Paul has advised us for a number of years and we trust and respect him and his advice. He is very approachable and always go the extra mile.

What could they have done better?

All ok at present.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Outside UK

How has Paul Wade helped you?

Mr Wade has been looking after my pensions on and off since the early 90s I have found his advice to be both unbiased and always in my best interest, I have so much faith in Paul's abilities I have personally recommended him to my friends and family! My partner and I have recently took early retirement and moved to Spain, Paul sorted both our pensions out including transfer of the funds and our investments for the future some of which had to be done after we had made the move.

What could they have done better?

I found upon occasion Pauls explanation of the in depth finance details hard to take on board, so my suggestion would be when it comes to clients who have no financial background (like me) keep it simple!

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Paul

Very likeable, knowledgeable gentleman. I will definitely be asking Paul to deal with my financial affairs.

First impression from a user who is not yet a client

August, 2014

Overall

Please provide a brief comment about your experience with Paul

I contacted several FAs through voichedfor and Paul was the first to respond - I was pleasantly surprised at how quick his response was. He was very clear with his advice and asked for the information needed which I hadn't thought to send him myself. Al

First impression from a user who is not yet a client

August, 2014

Overall

Please provide a brief comment about your experience with Paul

Unfortunately Paul didn't have the skills we were looking for, the "auto introduction" process wasn't accurate - not Paul's fault

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Essex

How has Paul Wade helped you?

Paul is very personable and has always been available to answer my questions which he does in a clear concise manner.

What could they have done better?

Unable to suggest anything at present.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

Paul Wade explained in detail how my pension investment would work and the results have been slightly up on forecast. I am happy with what Paul has set out for me.

What could they have done better?

N/A

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Paul Wade helped you?

Paul has provided us with financial help and advice for a few years now. He is always approachable, knowledgeable and reliable. He takes the time to check through all the options available to us then patiently explains each one to us in detail but in a manner that we can understand so we are in a position to make a clear decision on what is best for us and our circumstances. Paul reviews our policies and provides us with updates when necessary and gives us options to move or change to better deals etc. He has been a massive help to us this past year helping us to find a mortgage, insurances and life cover. Financial affairs can be confusing and exhausting, Paul has taken this worry from us and delivered on all accounts.

What could they have done better?

n/a

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

We have used Paul and his firm on a few occasions now over the last 10 years and have had no problems, and they are always quick to respond to both phone and email as well as dropping by home to explain things in an environment we are comfortable in, a real friendly service, and he is a dog lover too!

What could they have done better?

if there was anything better I think should have been done, then I asked at the time or emailed and got it sorted but nothing was wrong in the first place!

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

Paul is very professional, explains things in a way we can understand. He is very friendly and makes meetings feel more like Catching up with a friend.

What could they have done better?

We would say Paul has the balance right for our needs and should we need anything, is always ready with his time and knowledge.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

Great personal service from Paul who really seemed to care about me as a client and getting the best results.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

Paul is very knowledgeable in all aspects of his work he takes time to advise us individually on what is best for us. He has advised us for over 20 years and we trust & feel very comfortable with Paul.

What could they have done better?

Nothing springs to mind, he answers whatever we ask him fully.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

Paul uses his expert knowledge to guide you to investments that meet your individual need while managing to explain everything in a way you can understand. The service Paul offers is incredibly responsive. Queries are consistently responded to very promptly and no query feels too small to ask. The initial set up was all managed by Paul and was 100% stress free. I would not hesitate to recommend Paul due to his relaxed style and his comprehensive and knowledgable reassuring presence.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

He talks to you in a manner that you can understand

What could they have done better?

Have not been a client long enough to form an opinion

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

I wouldnÂ’t hesitate to recommend Paul, he has great experience in Financial Services and has always been available when I have requested to see him either at my home or in his office.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

We found Mr Wade very approachable and clear on explaining financial issues and terms. He takes the time to keep you updated on Portfoilos. He has very good all round financial knowledge. It is important to be reliable and Mr Wade never disappoints.

What could they have done better?

N/A

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

I have a pension over 100,000 Paul gave me and continues to give me excellent help and advice, he has also helped me get a much better deal on my life insurance. Paul is a pleasure to do business with.

What could they have done better?

There is nothing in my opinion Paul could do better.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Isle of Wight

How has Paul Wade helped you?

Paul has been my adviser for many years, he has given me excellent financial advise over the years particularly regarding my business and pension arrangements

What could they have done better?

Nothing that I can think of