Reviewed for

Insurance and Protection ( 6 )

Pensions ( 4 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 9 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 3 )

Up to £50k ( 2 )

£50k - 100k ( 3 )

Client reviews

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 well explained of what he would do for me, excellent value for money, could not expect more.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Somerset

How has Paul Forman helped you?

Listens carefully. Explains thoroughly. Keeps you up to date

Review from verified client

May, 2014

Overall

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Value

Based in Devon

How has Paul Forman helped you?

Good advise on the areas I needed ,very helpfull at all times,& most of all I can allways speak to paul in the office or on the mobile when I really need to sort something quickly just what anybody needs.

What could they have done better?

Nothing

Review from verified client

May, 2014

Overall

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Service

Value

Based in Devon

How has Paul Forman helped you?

Paul understands my portfolio well and my attitude to risk. We have three monthly review meetings where we discuss my investments and I have printed copies of the progress of the investments and I am very happy with the courteous, patient and friendly service that Paul provides. Should I have any concerns I know that I can contact Paul at any time. He is very professional at all times.

What could they have done better?

I have only known Paul since December 2013 when he took over my portfolio from a colleague who has since retired. Hence at the present time I do not know of anything else he could do better.

Review from verified client

May, 2014

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Value

Based in Oxfordshire

How has Paul Forman helped you?

Clear advice about the available options, forwarding policy documents to allow us to compare cover, researching and feeding back on issues raised.

What could they have done better?

The first draft of the application form was completed over the phone, and we needed to check and correct a few items, particularly over medical history.

Review from verified client

May, 2014

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Based in London

How has Paul Forman helped you?

Paul has successfully managed to sort life insurance for myself and my entire family. Thanks to Paul, we were able to get affordable coverage and great service. He's always available to chat at anytime, and willing to spend the time with you to go through specifics of any thing you don't understand. I just wish all services could be like his.

Review from verified client

May, 2014

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Value

Based in London

How has Paul Forman helped you?

Paul has successfully managed to sort life insurance for myself and my entire family. Thanks to Paul, we were able to get affordable coverage and great service. He's always available to chat at anytime, and willing to spend the time with you to go through specifics of any thing you don't understand. I just wish all services could be like his.

Review from verified client

May, 2014

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Based in Merseyside

How has Paul Forman helped you?

Nothing but praise for Paul and the quality of his advice and the speed of his response to all my communications. I would have no issues in doing business with Paul again. Kind regards, Ian. FCMI FRSA MTh NEBSM Dip Housing Cert CIH (PR)

What could they have done better?

Nothing

Review from verified client

May, 2014

Overall

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Value

Based in Hertfordshire

How has Paul Forman helped you?

Paul has a good knowledge of investing in Pensions, he recommended various options and was able to guide me through the process of selecting suitable funds. He also provided me with ideas, technical knowledge and his expertise on how best to invest in a suitable Pension fund. Paul was also prompt in responding to queries and communication.

What could they have done better?

Not much really as I had a specific request invest in Pensions.

Review from verified client

May, 2014

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Value

Based in Devon

How has Paul Forman helped you?

Paul has looked after my finances for 30 years and he has always been trustworthy, conscientious and discreet. He is very good at explaining things in a clear and consise manner and is always very personable.

Review from verified client

May, 2014

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Based in Somerset

How has Paul Forman helped you?

We have found the guidance and advice given by Paul to be both informative and helpful,and we would be happy to recommend Paul with his knowledge of the financial industry and his friendly and helpful nature. Peter and Rita Watson

Review from verified client

May, 2014

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Value

Based in Devon

How has Paul Forman helped you?

We are very satisfied with the help and assistance given to us by Paul Forman. He keeps us informed of how are investments are doing, visits us at home every six months and is very professional.

What could they have done better?

I cannot think that there is anything which he could do for us. We are very satisfied clients.

Review from verified client

May, 2014

Overall

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Value

Based in Devon

How has Paul Forman helped you?

He understands clearly what our needs are. Always takes time and Demonstrates the highest level of integrity. Nothing is too much trouble despite the fact that our investment level is not of the highest level – he will ensure that we make the best of what we have and have appropriate cover to meet our needs. Always approachable with a warm and reassuring manner

What could they have done better?

Can not think of anything

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Somerset

How has Paul Forman helped you?

He explained everything in plain English

What could they have done better?

I don't really thing there was anything he could have done better (for us)

Review from verified client

May, 2014

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Value

Based in Devon

How has Paul Forman helped you?

I needed an Income protection plan to cover me at work. Paul sorted this, explained the contract well. I had to make a claim following a football injury and Paul helped throughout the process which was a great help!