Reviewed for

Insurance and Protection ( 15 )

Mortgages ( 15 )

Pensions ( 77 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 22 )

Auto Enrolment ( 2 )

Investments and Savings ( 41 )

Pension Transfers - Non Specialist ( 29 )

Inheritance Planning ( 3 )

Pension Transfers - Specialist ( 12 )

Financial Planning ( 14 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 16 )

£100k - £200k ( 14 )

Up to £50k ( 12 )

£50k - 100k ( 8 )

Client reviews

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with Paul

A mountain of paper, sorted. Paul understood completely what i needed I was able leave with a plan

Paul's reply

Thanks Very much for your review Steve very much appreciated, if you need any more help in the future please feel free to contact me. All the best Paul Anstee

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Northamptonshire

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

I was being made redundant and was literally being hit with a £2k shortfall in income

How has Paul Anstee helped you?

Paul helped me by showing me different products I could look at

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing Paul was available to talk to when I needed someone to chat too

Paul's reply

Hi Paul Thank you for your kind review very much appreciated. Kind Regards Paul Anstee

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Northamptonshire

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

I needed my pension transferred to a different company, as the pension company I'd been with for years, couldn't offer my personal choices without setting the pension in motion.

How has Paul Anstee helped you?

Paul offered precise advice. He advised against some of my choices, but also listened and made sure my requirements were adhered to.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

I'm not sure he could.

Paul's reply

Hi Richard Thank you so much for your kind review very much appreciated. Take Care, catch up with you soon! Paul Anstee

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Northamptonshire

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

When considering retirement and could I afford the income from work pensions.

How has Paul Anstee helped you?

Paul is a good sounding board for managing my financial income and managing investments.

Have you seen the outcome you were hoping for?

Yes, I retired and found I had sufficient funds to retire comfortably up until I came into State Pension payment.

What could they have done better?

Nothing really. He offers financial advice, provides options and it’s my decision which options I choose.

Paul's reply

Hi Mark Thank you so much for taking the time to complete this review, I very much appreciate your feedback. Kind Regards Paul Anstee

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Paul

Even though I already had a good idea of what my aims were, Paul was enthusiastic in his conversation with me regarding the various options around pensions, giving good insights & ideas on areas that I hadn't previously thought of. Thanks for your time & chat, Paul.

Paul's reply

Hi James Thank you so much for your kind review, I'm glad you found our initial meeting useful. I enjoyed spending time with you, finding out about your situation and look forward to our next meeting. Kind Regards Paul Anstee

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Paul

I made contact with Paul to get advice on my various pensions after retiring. Paul was prompt in getting back to me and was happy to meet at my place, in addition to communicating via phone and email. Paul was very approachable and discussed the various options open to me in clear jargon free plain English. The discussion helped me validate some of my own thinking plus providing options which I had not previously considered, taking into account my views on risk. As a result I have moved forward with my pension planning and intend to continue to work with Paul regarding the remaining aspects of my pension.

Paul's reply

Hi Paul Thank you so much for your kind review. It means a great deal to me to get this sort of feedback and also helps me insure I am doing the right things with all my clients. Thanks Again, have a Great Christmas see you in the New Year! Kind Regards Paul Anstee

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

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

Retirement planning

How has Paul Anstee helped you?

Good straight forward advice some of which I needed to hear but didn't want to.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy all round with service

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Paul

Paul was absolutely brilliant . Great experience , totally explained everything , continuous updates very personal delivery service .

Paul's reply

Hi Mo Thanks so much for your very kind review ...very much appreciated. Take care, catch up soon. Paul Anstee

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Paul

Delay in the call back.

Paul's reply

Hi Keith, thanks you so much for your feedback.. Should you require any further help in the future I will ensure I fully explain our fee structure... I look forward to speaking to you further late November as discussed. Kind Regards Paul Anstee

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

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

I had investments to consider as well as pension advice needed.

How has Paul Anstee helped you?

Yes very satisfactorily.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really.

Paul's reply

Hi Tim Thank you very much for your kind, honest review....very much appreciated. Kind Regards Paul Anstee

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Paul

Paul was very relaxed and helpful and clearly had our intersts in mind. As well as a friendly personality, he had a wealth of knowlege and experience that we were able to benefit from and gave very helpful advice.

Paul's reply

Thank You so much for your kind first impression Jonathan, very much appreciate your comments it really helps going forward to know how I am coming across. Good luck with your endeavours, please keep me posted. Kind Regards Paul Anstee

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

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

I wanted to consolidate all of my pensions into one place where it would be easily accessible.

How has Paul Anstee helped you?

Paul was very helpful in presenting all of the options available to me.

Have you seen the outcome you were hoping for?

Paul advised against my original plan, even though it was less beneficial for himself as an advisor to do so, but was a better financial option for me. Because of this I would highly recommend Paul as an advisor, as he has proved himself to be a very trust worthy and no nonsense person.

Paul's reply

Thanks so much for your kind review Nigel much appreciated. Paul Anstee

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Paul

Very helpful, good advice given

Paul's reply

Hi Sara Thank you so much for your kind review, very much appreciated. If you need anything in the future please feel free to ask. All the best Paul Anstee

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Paul

I don't believe I ever had contact via the above so don't feel qualified to comment. . I have asked for advice though.

Paul's reply

Hi Andrew Thanks for your review, I am more than happy to set up a time to speak to you as per my email to you on 3/7/2023 .... I then text you the following day 04/07/2023 at 13:37 I have also tried to call you but your phone seems to be switched off (you may be at work) Let me know when is a good time and we can set up an initial discussion. Kind Regards Paul Anstee

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Paul

Although I didn’t use his services, as he didn’t really provide the information I needed, not his fault. He was a very pleasant understanding man and would recommend him for pensions investments etc.

Paul's reply

Hi Dorothy Thank you very much for your kind review, it sounds like you are doing the right things with your cash investments and I wish you every success in the future. Kind Regards Paul Anstee

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Paul

Paul arranged a meeting following on from my enquiry and was flexible in seeing me within a couple of days. I was seeking some advice regarding a complex pension that wasn't delivering a great return. Paul simplified everything for me and provided the financial advice I required. I cant recommend him high enough he is very knowledgeable and makes it easy to understand. This is exactly how financial advice should be responsive, professional and friendly from someone who knows how to make your money work for you.

Paul's reply

Hi Simon Thanks so much for your kind review, I am so glad you made your last point as that is exactly how I hope to come across to clients. Good luck with your plans, if you need any further assistance please don't hesitate to call. Kind regards Paul

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

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

Expert advice given on new money oayout

How has Paul Anstee helped you?

Great advice with options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Hi James I hope you are keeping well? Thanks so much for your kind review much appreciated. Kind Regards Paul Anstee

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

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

Re-mortgage

How has Paul Anstee helped you?

By obtaining remortgages and dealing with pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Hi David Thanks so much for your kind review very much appreciated...catch up with your pension soon. Kind Regards Paul Anstee

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

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

I wanted to look into my Pensions as I did not have any real understanding of this.

How has Paul Anstee helped you?

Paul Has helped me to find and Transfer a Pension that I really was unsure that it existed. And to add my pensions together.

Have you seen the outcome you were hoping for?

Absoultely yes Paul has guided me through the whole process, helping me every step of the way.

What could they have done better?

Nothing at all could have been done better.

Paul's reply

Hi Jacqui Thank you very much for you kind review! Very much appreciated. I hope you have had a lovely Bank Holiday Weekend. Kind Regards Paul Anstee

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

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

Needed help with my pensions.

How has Paul Anstee helped you?

Gave me very good guidance.

Have you seen the outcome you were hoping for?

Yes Paul's help was excellent & i'am receiving my pensions.

What could they have done better?

Paul's guidance was top rate. Couldn't fault Paul's profession.

Paul's reply

Hi Helen Thanks so much for your review, very kind ...I hoe you have things all sorted now but if you need anything further please feel free to call. Kind Regards Paul Anstee

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Paul

The initial consultation with Paul was both informative and extremely helpful for my wife & I. I’m in process of consolidating a number of pensions and ultimately trying to create a 10 year plan for retirement. I had a many questions relating to our own current pensions, we discussed easy access savings/investment options and general planning for retirement. Paul was great, he went through my questions and gave me some great pointers that I hadn’t considered, or even knew about, which will certainly help us going forward. I look forward to working with Paul and I would be happy to recommend Paul to others based on the time I spent with him and the valued advice he gave us.

Paul's reply

Thank you so much for this Review Alistair. I am so grateful, in particular your comments summed up our initial meeting perfectly and I am so please you got a lot from it. This is exactly what I look to achieve with all my clients Many Thanks! Paul Anstee

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

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

To find someone who could work with me in arranging pensions etc

How has Paul Anstee helped you?

keeping me updated with different options for investments etc

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Paul's reply

Hi Lawrence Thank you so much for your kind review very much appreciated....and of course very honest :-) I know you will recommend me whenever you can, so although I may not have asked, if you do come across anyone who might benefit from a chat please feel free to pass on my details. Many Thanks Paul

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Leicestershire

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

I had a pension which I wanted to access

How has Paul Anstee helped you?

He ran through the various elements of the process in order to assist me in managing my pension

Have you seen the outcome you were hoping for?

yes. all worked out well

What could they have done better?

nothing

Paul's reply

Thanks for your honest and kind report Tim very much appreciated...I will clarify with you my charges, which are deducted from your pension plan next time we speak. Kind Regards Paul

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

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

Initially we inherited some money which we wanted to invest.

How has Paul Anstee helped you?

Paul has helped us to invest our money which has given a good return on the original investment. He has also taken the time to understand our attitudes to risk so that we get the correct balance between cautious and risk. Paul also set-up a pension for my husband and, has transferred multiple existing pensions into the one. Although this was a while ago, Paul has also organised a mortgage for us.

Have you seen the outcome you were hoping for?

The outcomes have been excellent. Our investments have done very well and, Paul has managed the transfer of pensions in a way that we have not been penalised. Both myself and my husband are very happy with the outcomes.

What could they have done better?

I can't think of anything.

Paul's reply

Thanks for your kind and very honest review :-) Much appreciated Tracey Kind Regards Paul

Repeat review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

This review is a follow-up review from a client who left a review previously.

How has Paul Anstee helped you since your last review?

advice and help on a personal change

Paul's reply

Thanks so much for your kind review Mark!

Repeat review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

This review is a follow-up review from a client who left a review previously.

How has Paul Anstee helped you since your last review?

Updated me on the pension progress

Paul's reply

Thanks for your kind review Brian much appreciated! Paul

Repeat review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

This review is a follow-up review from a client who left a review previously.

How has Paul Anstee helped you since your last review?

He regularly sits with me to review what my needs are, or have changed, and how my pension / investments can be managed to best fit my needs.

Paul's reply

Thanks so much for your kind review Tino very much appreciated Kind Regards Paul

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

This review is a follow-up review from a client who left a review previously.

How has Paul Anstee helped you since your last review?

Great advice. Nice guy to work with, and has improvised good advice over the years. A true professional.

Paul's reply

Thanks for this lovely and very honest report Ian, I really appreciate your feedback. Take care catch up soon Paul

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Outside UK

This review is a follow-up review from a client who left a review previously.

How has Paul Anstee helped you since your last review?

Paul has kept me up to date very well.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

Retirement and receipt of a lump sum and pensions.

How has Paul Anstee helped you?

Advice on investment to support living standards into later life.

Have you seen the outcome you were hoping for?

The investment landscape has been difficult in recent years but the advice has been realistic and appropriate.

What could they have done better?

Nothing

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

This review is a follow-up review from a client who left a review previously.

How has Paul Anstee helped you since your last review?

Paul is very thoughtful and thorough, totally on top of his game!

Paul's reply

Hi David Thanks so much for taking the time to complete this and for your kind responses. Have a Great Christmas and prosperous 20203! Kind Regards Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Seeking our first mortgage

How has Paul Anstee helped you?

Paul has helped us find the products best suited to our needs, in a friendly, relaxed, and knowledgable manner.

Have you seen the outcome you were hoping for?

Despite the ups and downs of the last few years, our financial position is secure, with outcomes looking good over the long term.

What could they have done better?

Hard to think what Paul could have done better.

Paul's reply

Hi Richard Thanks so much for your very kind review very much appreciated! Kind Regards Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Northumberland

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

Someone qualified with more in depth knowledge of finance than we possess

How has Paul Anstee helped you?

By understanding our personal circumstances and future plans and objectives Paul has been able to make good suggestions on that basis

Have you seen the outcome you were hoping for?

Market fluctuations not withstanding, yes

What could they have done better?

Not much given the recent turbulence

Paul's reply

Hi Graham Thanks For you kind review much appreciate your feedback too. Kind Regards Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

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

An inheritance

How has Paul Anstee helped you?

Yes, with a variety of choices and sound advice on the current market.

Have you seen the outcome you were hoping for?

Too early to say.

Paul's reply

Hi Rachel Thanks for your kind review very much appreciated. Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

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

Inheritance

How has Paul Anstee helped you?

Investments and Savings

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thanks very much for your kind review Andrew. Much Appreciated! Paul Anstee

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

Some years ago I was looking for a financial advisor that would actively look after my investments and insurance protection and advise if I needs to change or amend rather than just set them up and let them run.

How has Paul Anstee helped you?

Paul has advised me on several occasion of better policies and better protection and has actively helped me Move policies with sound advise. We have a regular catch up discuss how plans and polices are performing and if any changes are needed

Have you seen the outcome you were hoping for?

Yes I have. We look at Polices that suit my needs and move if there are better polices. He monitors my pension regularly and advises if any shifts in the market that could affect the outcome

What could they have done better?

At this moment in time I have nothing to suggest

Paul's reply

Hi Simon Thanks very much for taking the time do do this review and for your kind comments much appreciated. Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

Retirement planning

How has Paul Anstee helped you?

Sound, easy to understand advice on several issues regarding our finances.

Have you seen the outcome you were hoping for?

Yes we have , organising some pensions into one home which is clear and easy to access.

Paul's reply

Hi Joe Thanks very much for taking the time to complete this review and for your kind comments. Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

I needed investment advice.

How has Paul Anstee helped you?

By offering sound advice and support with pensions and ISAs.

Have you seen the outcome you were hoping for?

Generally yes, but within the bounds of current expectations.

What could they have done better?

Nothing.

Paul's reply

Hi Brent Thanks so much for your kind review and feed back much appreciated. Paul

Review from verified client

November, 2022

Overall

Value

Service

Advice

Based in Northamptonshire

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

Had lots of pension pots some of which were final salary and I need advice.

How has Paul Anstee helped you?

He informed me of all the different products and their pluses and minuses. The different types of pensions out there.

Have you seen the outcome you were hoping for?

We are heading that way but not there yet.

What could they have done better?

No. the problem I had was dealing with the pension companies themselves.

Paul's reply

Hi Peter Thanks very much for taking the time to complete this review...next time we speak I will clarify how you are paying for advice. Thanks again Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

Mortgage

How has Paul Anstee helped you?

Pensions

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Could go bit slower when using terminology as not always sure what he means.

Paul's reply

Hi Damien Thanks very much for taking the time do do this review...I appreciate your comments about advice , financial advice is unfortunately loaded with terminology but I will endeavour to aim to speak in more plain English, although I do think your understanding of financial matters is pretty good. Take Care nice to see you last night!

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

i have several ancient pensions from various companies and i wanted to consolidate them and make sense of what i actually had.

How has Paul Anstee helped you?

Paul explained the different pensions i had and who they were now with. He went through all of my options and cleared up many of my concerns,

Have you seen the outcome you were hoping for?

yes , Paul has given me some great information in order for me to make an informed decision for my future investments

What could they have done better?

i have no issues at all.

Paul's reply

Hi Mary Thanks for taking the time to do this review and for your kind comments, on the subject of charges I will clear this up with you next time we speak. Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

We inherited some money which we wanted to invest but have no experience in this area.

How has Paul Anstee helped you?

Paul has successfully invested our money for us and, has set-up and managed the transfer of pensions for my husband.

Have you seen the outcome you were hoping for?

Yes, we are very pleased with how our investments have been managed. We have seen a good growth and Paul has explained the markets and options to us really well. We are also pleased with the pension that Paul initially set up for my husband and for the help he has given in moving other pensions into one pot. Paul has always given us good, clear advice in a way that we understand.

What could they have done better?

Can't think of anything.

Paul's reply

Hi Tracey Thanks for your kind comments and for taking the time to do this review, I will clear up with you the issues on charges next time we speak. Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Had reached that time in life where a review was required and when researching the market then Paul came on top as being easy to talk to, zero pressure and everything explained in plain non accountant English.

How has Paul Anstee helped you?

Yes, very much so.

Have you seen the outcome you were hoping for?

Time will tell ultimately but at this time then i believe so yes.

What could they have done better?

Nothing am happy with service todate.

Paul's reply

Hi David Thanks very much for taking the time to do this review and for your kind comments much appreciated. Take Care and speak soon Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed a pension

How has Paul Anstee helped you?

Consolidated our existing pensions into one.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, he was very good.

Paul's reply

Hi Peter Thanks very much for your time in doing this review and for your kind comments much appreciated. Lovely to see you both yesterday! Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

To help with making sure that i am doing my best for my retirement

How has Paul Anstee helped you?

His knowledge of making sure that we are paying our Pension Contributions into the correct Pension Provider to give us the most benefit

Have you seen the outcome you were hoping for?

Paul Anstee is making sure that I do see the outcome that I am hoping for

What could they have done better?

I am happy with his advice

Paul's reply

Many Thanks for your kind review Sandy much appreciated! See you later...

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Looking at my options on my pension

How has Paul Anstee helped you?

He helped with my options and when best to take my benefits

Have you seen the outcome you were hoping for?

yes , I was happy with the options provided

What could they have done better?

Nothing

Paul's reply

Thanks very much for your kind review Feride, very kind of you. Take Care Paul Anstee

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

Taking early retirement.

How has Paul Anstee helped you?

Paul's guidance has shone thorough for a second time. His professionalism was a big help. Its reassuring to know your in self hands with Paul's experience .

Have you seen the outcome you were hoping for?

These things take time! I have every faith.

What could they have done better?

To my knowledge everything was done on a professional level.

Paul's reply

Thanks so much for your kind review Helen Much appreciated, and of course very honest! Kind Regards Paul Anstee

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

Retirement plans

How has Paul Anstee helped you?

With planning retirement years ahead financially.

Have you seen the outcome you were hoping for?

So far so good ??

What could they have done better?

Nothing

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Retirement

How has Paul Anstee helped you?

Understanding of pension and how system would benefit us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Perfectly satisfied and found Paul very easy to communicate with

Paul's reply

Hi Clarence Thank you so much for taking the time do this review and for you kind and honest feedback. Very much appreciated! Paul Anstee

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

Transfer a workplace pension

How has Paul Anstee helped you?

Moved pension to another provider as old one wasn’t performing very well

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Hi Stuart Thanks so much for you kind feedback...very much appreciated. I look forward to seeing you on Wednesday. Kind Regards Paul

Repeat review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

This review is a follow-up review from a client who left a review previously.

How has Paul Anstee helped you since your last review?

We recently did a really useful holistic review of my finances to help me plan for my early retirement (within the next 10 years). This included advice on the pros and cons of transferring a final salary pension pot into my stocks and shares pension pot. I have sought information from the final salary scheme administrator and one received I will meet with Paul again to discuss the detail of this and make a decision.

Paul's reply

Thanks so much for your kind review Liz...very much appreciated...Let me know when you get your information back...Take care and cool today ...its BIT warm out there!

Repeat review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

This review is a follow-up review from a client who left a review previously.

How has Paul Anstee helped you since your last review?

Offering a great service and sound advice

Paul's reply

Hi James ...thanks so much for you kind review...I hope you are keeping safe and well?

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

PENSION

How has Paul Anstee helped you?

GUIDENCE TO GOOD PRODUCTS

Have you seen the outcome you were hoping for?

UP AND DOWN

What could they have done better?

I GUESS BE MORE PROACTIVE

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

Needed advice

How has Paul Anstee helped you?

In every way Financially

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Thanks for you review Tony much appreciated.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Paul

Professional friendly approach ,patient with time to show some relevant examples on his laptop.Will have no hesitation nursing Paul's services in the future for pension help.

Paul's reply

Thanks Joe I very much appreciate your feedback ...very kind! Paul

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

My wife and I were looking to discuss options for combining existing pensions with a view to maximising our benefits and securing investments for the future.

How has Paul Anstee helped you?

Paul was extremely helpful and patiently discussed all of our options in a clear and comprehensive manner that didn't seek to bamboozle us in what can be a very intimidating and complicated subject matter. He was very methodical in his approach and was more than happy to go over things that we may have been unsure of. He was always happy to travel to our home, welcome us to his offices or setup video conferencing sessions whenever we had the need for further advice. He was always prompt in returning phone calls and / or replying to correspondence and made us feel at ease throughout the whole process.

Have you seen the outcome you were hoping for?

We are currently in a position now where existing uncertainties in relation to our funds are no longer an issue and a clear path now exists with regards to our future investment(s) and retirement. We are now much more knowledgeable about our future choices thanks to Paul and his sincere advice.

What could they have done better?

Unfortunately there is always an element of compliance that needs to be addressed which inevitably delayed the process we went through, but this is something that whilst out of Paul's hands, it is a good thing to accept - knowing that everything is all above board and being done correctly and with professionalism.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

Needed someone I could trust

How has Paul Anstee helped you?

Honest and open advise

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

Transferring tow pensions into a SIPP to purchase a commercial building

How has Paul Anstee helped you?

Working with my Pension companies to transfer into a new SIPP pension

Have you seen the outcome you were hoping for?

Yes all work completed and My Sipp now owns a factory building

What could they have done better?

Could have been done a bit quicker.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

I required an advisor with in-depth knowledge of the pensions market. Someone with who I could discuss ideas and give me good advice whenever I needed it.

How has Paul Anstee helped you?

With pension options and future retirement planning.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

pension

How has Paul Anstee helped you?

Paul was very clear on what pension would suit me

Have you seen the outcome you were hoping for?

yes

Paul's reply

Thanks so much for doing this review Brian...much appreciated. Paul

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

the previous scheme was coming to a close and needed reviewing and updating

How has Paul Anstee helped you?

Paul explained the options available so we could make a right choice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Paul's reply

Thanks Mark really appreciate your review. Paul

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

After receiving an inheritance we neede some expert advice and were recommended to Paul

How has Paul Anstee helped you?

By advising us on types of investment and how to spread our monies wisely

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing really

Paul's reply

Thanks Jan for your kind words ...much appreciated Paul

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

I needed advice on whether it was finically viable to taking early retirement and how best to deal with my pension.

How has Paul Anstee helped you?

Evaluating my financial options on taking early retirement. Advice on investment and retirement income. And receiving ongoing investment and savings advice.

Have you seen the outcome you were hoping for?

Yes, the performance of the investments have exceeded my expectations even with the disruption of Brexit and Covin-19

What could they have done better?

I believe his profile on the web could be improved.

Paul's reply

Hi Tino Thanks for you kind review. I have sent in my biography sheet to TP but I understand there is an issue with the "find an adviser"link which I have reported.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

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

Pension consolidation

How has Paul Anstee helped you?

Paul helped me find a solution.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything.

Paul's reply

Thanks so much for your kind review Drew.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Financial investment

How has Paul Anstee helped you?

He has made it easier to understand

Have you seen the outcome you were hoping for?

Yes I can see good signs although it is a long term investment

Paul's reply

Thanks very much for your kind review Michael much appreciated!

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

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

We had a bond maturing so we needed to place elsewhere to obtain a better interest rate.

How has Paul Anstee helped you?

We discussed our options and decided between us the best way forward for us. Paul arranged for us.

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

Nothing that I am aware

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Paul

This was just an initial contact. We will be following up in the new year.

Paul's reply

Thanks for your initial review Jean much appreciated.. Have a Great Christmas and stay safe and well! Paul

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Paul

He was very helpful and knowledgable

Paul's reply

Thanks so much for you kind review Stephen, very much appreciated. Have a great weekend! Paul

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Pension transfer

How has Paul Anstee helped you?

He took care of my request without fuss

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

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

We were looking for the best way to invest an inheritance and were recommended to Paul

How has Paul Anstee helped you?

Paul has always been helpful, knowledgeable and professional , whilst his demeanor has always been relaxed and approachable throughout his 5 years of financial advice..to us

Have you seen the outcome you were hoping for?

More than satisfied with our investment

What could they have done better?

Nothing. If you need anything he is always available to ask

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Paul

We've know Paul for years and he's always been very knowledgeable, helpful and friendly.

Paul's reply

Thanks so much for your kind words Peter and Fiona of course .. Take care and have a great weekend Paul

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Bedfordshire

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

Had some money in a bond that hadn’t made much money over a few years . So decided to look else where .

How has Paul Anstee helped you?

Advise me to put the money into low

Have you seen the outcome you were hoping for?

Much more

What could they have done better?

Nothing

Paul's reply

Thanks so much for you review Tony very much appreciated. Take Care Paul

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Paul

Friendly and made me feel at ease. Made time to have an introductory chat via the phone. Looking forward to our first appointment.

Paul's reply

Thanks for your kind review Rachel. Paul

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Paul

I‘ve been taking Paul’s financial advice for many years now. Paul has always provided sound clear advice to meet my needs, and been available to answer any questions or concerns as they’ve arisen.

Paul's reply

Hi Clair Really appreciate your comments and feedback ..Thanks for taking the time to do this review. Many Thanks Paul

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

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

Starting a pension

How has Paul Anstee helped you?

Explained everything to me, my options and risks and made it clear for me what the options were

Have you seen the outcome you were hoping for?

So far

What could they have done better?

Nothing

Paul's reply

Hi Jo and Nigel Thanks so much for your review, I very much appreciate your feedback. Paul

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

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

My current Pension plan was changing companies and I wanted advise

How has Paul Anstee helped you?

He advised me on going forward what the best way forward was for me to go . Paul is a very professional advisor and very welcoming and polite.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Hi Debbie Very much appreciate your comments very kind thank you. Paul

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Paul

Paul has been my financial advisor for several years and has also provided prompt excellent advice

Paul's reply

Thanks for your comments John and for completing the review.. Very much appreciate it. Paul

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

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

Workplace pension start up and private pension advice

How has Paul Anstee helped you?

Advised me on moving pension to a more profitable one

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Thanks for your review Stuart very much appreciated.

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Paul

Impressed by Paul's approach

Paul's reply

Thanks so much for your review Drew much appreciated.

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Paul

Inheritance tax advice was needed. Paul took the time to investigate the options and returned back to me. Often missed his calls but he always tried again. He made clear upfront when charges would be applicable for his services but in the event only complimentary advice was needed. Keep up the fab work - thank you.

Paul's reply

Wow thanks Mahmood for such a glowing report very kind, but of course accurate :-) Let me know if you need any more info on VCT's ect. Thanks Again Paul

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Paul

I decided to put in a claim on a frozen pension that i had taken out years ago. when i received the paperwork from the company. Their was a lot of documents, and some that i didn't understand. I gave Paul a ring, he was very obliging and come to my home the following morning to help me fill out the one's that i needed. Explained in simple teams and was very professional & friendly. I would recommend Paul. Excellent service.

Paul's reply

Thanks for your kind review Helen lovely to see you today, I hope you get it all sorted out ok. Kind Regards Paul

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Bedfordshire

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

Although I like to make financial decisions myself, I feel it is much safer to have input and advice from a financial professional.

How has Paul Anstee helped you?

Paul assessed my risk preferences, gave sound and considered advice concerning my assets and retirement provision, which I am very comfortable with.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No suggestions in this case.

Paul's reply

Thats very kind, perfect thanks Ian!

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

To obtain the necessary advice and recommendation needed to access certain financial products

How has Paul Anstee helped you?

Provision of 'Buy to Let' mortgages, Investment in ISAs and SIPP pension investments.

Have you seen the outcome you were hoping for?

Paul has always been helpful and knowledgeable on a wide range of financial matters.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Outside UK

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

I have always used a financial advisor, but moved to Paul Anstee after personal recommendation.

How has Paul Anstee helped you?

Giving me easy to understand advice in a personal and logical manner. Despite being a relatively small investor, he took time for me.

Have you seen the outcome you were hoping for?

Slowly the investment is paying off.

What could they have done better?

Do nothing differently, but keep on advising as at present.

Paul's reply

Hi Mark Thanks so much for your kind and thoughtful words very much Appreciated. Have a Great Christmas, stay save and look forward to catching up in 2021...which I'm feeling very positive about! Paul

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Northamptonshire

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

Complete move to a new Financial Advisor needed. We wanted a higher quality of service and increased level of trust. The recommendation to talk to Paul was strong and we have never looked back.

How has Paul Anstee helped you?

Advise on levels of cover, moving of entire portfolio, recommended funds, the works.

Have you seen the outcome you were hoping for?

We continue to see nothing but solid advise and solid performance from Paul and his recommendations.

What could they have done better?

Nothing. Paul does a fantastic job and he's a great fella with it.

Paul's reply

Hi Peter Thanks so much for your kind and thoughtful response. I feel honoured to be considered a friend, which is so important to me as it shows the trust level that has been built between us. Oh on the card situation....I'll be dropping a bottle of red (1 bottle!) to your doorstep soon... That's for Christmas and your Birthday! Have a great time, Happy and Healthy 2021! Paul

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Bedfordshire

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

Getting on and wanted to put my "house in order" for retirement.

How has Paul Anstee helped you?

Pension advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Top professional advice.

Paul's reply

Thanks Lloyd really appreciate your faith in me over the years! Take Care Have a Great Xmas and New year

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Northamptonshire

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

Paul has dealt with life cover and mortgages for me. the last occasion was on moving house.

How has Paul Anstee helped you?

Paul has arranged life cover and mortgages.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Paul's reply

Thanks David much appreciated. Have a Great Christmas and even better 2021!

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Paul

Not sure about Paul’s services or charges as he has not replied since his initial contact. Would be better if you had a N/A option.

Paul's reply

Hi Michelle I wanted to apologise for not getting back to you earlier this year. I have had various health issues to deal with this year however I accept full responsibility for not turning off my availability on VouchedFor I'm so sorry if I caused you any inconvenience. Regards Paul Anstee

First impression from a user who is not yet a client

February, 2020

Overall

Please provide a brief comment about your experience with Paul

Heard nothing

Paul's reply

Hi Karen I wanted to say how sorry am for not getting back to you earlier last year. I have had various health issues to deal with which are now fully resolved. I accept full responsibility for not turning off my availability on VouchedFor which of cause I should have. I'm so sorry if I caused you any inconvenience and hope you got things sorted out ok.

First impression from a user who is not yet a client

February, 2020

Overall

Please provide a brief comment about your experience with Paul

No one contacted me.

Paul's reply

Hi Keli I wanted to say how sorry I am for not getting back to you last year, I had various health issues both mentally and physically however I should have turned off my availability on VouchedFor which was a silly mistake ..please accept my apologies. I hope you manged to get everything sorted out ok. Kind Regards Paul Anstee

First impression from a user who is not yet a client

January, 2020

Overall

Please provide a brief comment about your experience with Paul

Never contacted me at all!

Paul's reply

Hi Kevin I wanted to say how sorry I am for not getting back to you last year. I had various health issues which are now fully resolved . I hope you managed to get everything sorted out ok. Kind Regards Paul Anstee

First impression from a user who is not yet a client

December, 2019

Overall

Please provide a brief comment about your experience with Paul

No contact, didn't even return my call .

Paul's reply

Hi Nicholas You contacted me before Xmas in 2019 and I wanted to apologise for never getting back to you. I'm not sure what happened however shortly after New Year and for a good while into 2020 my health took a significant hit (both mentally and physically ) I hope you managed to get everything sorted out ok. Once again apologies. Paul Anstee

First impression from a user who is not yet a client

October, 2019

Overall

Please provide a brief comment about your experience with Paul

I never even got an answer from him

First impression from a user who is not yet a client

May, 2019

Overall

Please provide a brief comment about your experience with Paul

Not sure if if was Paul's fault but very unclear if he could move my final pension salary to where I want it , I thought the laws had changed giving clients freedom of movement with there pensions , unclear of costs only gave approx figure , all advisors seem to be hesitant to help clients do what they want with there final salary pensions , to recommend advise they ant your life history which clients are reluctant to give to basically strangers , seems easier to get s mortgage than move your own money around to suit me or other clients , very frustrating that actually nobody really wants to help if you if you drill it down

First impression from a user who is not yet a client

April, 2019

Overall

Please provide a brief comment about your experience with Paul

Very helpful and gave me advice in initial meeting for free as well as offering me various options for further work.

First impression from a user who is not yet a client

March, 2019

Overall

Please provide a brief comment about your experience with Paul

Encouraging first call. Awaiting email containing advice for next steps.

First impression from a user who is not yet a client

March, 2019

Overall

Please provide a brief comment about your experience with Paul

Knowledgable, clear, honest and evidenced advice.

First impression from a user who is not yet a client

March, 2019

Overall

Please provide a brief comment about your experience with Paul

Professional, clear and understandable. Much appreciated.

First impression from a user who is not yet a client

February, 2019

Overall

Please provide a brief comment about your experience with Paul

Our experience with Paul makes you wonder why all IFA's cannot be like this, open and honest in his appraisal of our financial position, completely transparent about his charging structure while putting us at ease by his relaxed style of delivery. He took time to listen and elaborated further when asked to do so and in a relaxed but thoroughly professional manner throughout. We will be using Paul's services going forward and have no hesitation in recommending him to anyone looking for a good IFA who knows their business and gives you the confidence that they will deliver. A refreshing experience in a profession that does not always cover itself in glory.

Paul's reply

Hi Mr & Mrs Callan Thanks so much for you kind feedback. I really appreciate your points as I aim to deliver my service in exactly the way you described! As you quite correctly stated, unfortunately my industry has not always covered itself in glory and we have to do all we can to change that perception... I'm very much looking forward to working with you both in the future.. Kind Regards Paul

First impression from a user who is not yet a client

February, 2019

Overall

Please provide a brief comment about your experience with Paul

He was very polite down to earth and no mumbo jumbo

First impression from a user who is not yet a client

January, 2019

Overall

Please provide a brief comment about your experience with Paul

Knowledgeable and professional

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Northamptonshire

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

Newspaper article read regarding protecting your assets and decided to obtain advice

How has Paul Anstee helped you?

General financial review and offered recommendations for how to move forward.

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

So far yes we are

First impression from a user who is not yet a client

January, 2019

Overall

Please provide a brief comment about your experience with Paul

He explained everything what i had to do

First impression from a user who is not yet a client

November, 2018

Overall

Please provide a brief comment about your experience with Paul

Very generous with his time and answered all our questions.

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Paul

fab service

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Paul

Paul was thorough and knowledgeable, it was a very helpful meeting.

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Paul

We found Paul to be very professional, flexible and easy to work with. His approach to financial planning is very pragmatic and focused on advising the most appropriate options to match our lifestyle.

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Paul

Paul was very professional and explained everything in detail for me to understand.A very likeable chap who I will be using in the future.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

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

A few years back I had finished paying my mortgage and I wonted to find out how best to invest the freed up money, and this year I was looking to see if I could take early retirement and again needs advice on my company pension from Paul.

How has Paul Anstee helped you?

Paul reviewed my circumstances and talked me though my option and possible investments. in the initial investment options and more importantly on my early retirement options. In my decision to take early retirement and transfer out of the company pension Paul was very careful to give me all the options and pros/cons to each.

Have you seen the outcome you were hoping for?

With the initial ISA investments Paul recommended they have been growing as expected. With the pensions decision Paul re-reviewed my situation and what I exacted from early retirement. After I had considered his advice and evaluation of my pension options, i went ahead took early retirement. All through the pensions transfer process Paul has been diligent in managing and pushing this transfer and keeping me up to date at each step of this process.

What could they have done better?

The only thing that could have gone better was the 'time it took'; to eventuate the viability of my pensions transfer. and then time to complete the pensions transfers. But I do appreciate that this was down to the time the pensions actuary and the company pensions agent took, and not Paul's delay.

Paul's reply

Thanks so much for taking the time to write this review Tino. As expected your review is very accurate and reflective. Thanks Again Paul

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Paul

Paul arrived promptly for our meeting and after introductions we had an extensive and extremely useful consultation. The advice given was so very helpful and Paul was able to provide further guidance on other matters. He is very personable and conveys the information in a pleasant but professional manner and my only regret ………. I didn't contact him earlier.

Paul's reply

Hi Ann, thank you so much for the initial review...its so good to hear such lovely feedback especially when your description fits with how I like to come across to my clients, that is personable, friendly but yet still professional. thank you! Paul Anstee

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Paul

We had a very good discussion. Just information gathering and overview at the initial stages, but we have agree on a way forward and are starting the planning. I was very happy with the service and at a very compettitive price. the personal face to face approach is much appreciated. Financial planning is a sensitive subject and dealing with a real (and friendly) person is much better in my opinion.

Paul's reply

Thank You David. My USP is exactly as you've described which is so good to know, I don't wish to come across as a typical IFA who unfortunately have had a reputation of being expensive and not always personable (however I do believe that perception is slowly changing) Thanks again Paul Anstee

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Bedfordshire

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

about to be made redundant and looking for help to review my financial situation and whether I could afford to retire.

How has Paul Anstee helped you?

We discussed what pensions and investments I have and the possibilities and options that are available to me. He explained the process of pension drawdown several times in different ways. He didn't give up until I understood it! finally the penny dropped. It was a very thorough and complete discussion and everything was explained well.

Have you seen the outcome you were hoping for?

From an initial meeting I got more than I expected, and have a clear view on the way forward. Facing redundancy is a difficult time, and talking things through with Paul has given me a positive outlook on the future once again. I am looking forward to taking this further and pursuing some of the options.

What could they have done better?

Honest and straightforward approach was very much appreciated.

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with Paul

Paul made me feel comfortable and explained to me the charges and what was going to happen next. Happily recommend him to anyone looking for a financial advisor.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

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

I was looking for a pension review as mine hadn't been looked at for a while.

How has Paul Anstee helped you?

Paul went through my options and gave me some very good advice.

Have you seen the outcome you were hoping for?

Still being dealt with.

First impression from a user who is not yet a client

July, 2018

Overall

Please provide a brief comment about your experience with Paul

He phoned when I expected and was knowledgeable and helpful

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Northamptonshire

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

I wanted to review my financial situation - in particular to get some pensions advice.

How has Paul Anstee helped you?

He was quick to understand and appreciate my needs. He provided comprehensive, useful advice and explained the more complicated terms in a practical and non-patronising manner. He was friendly and made me feel at ease.

Have you seen the outcome you were hoping for?

Yes. Whilst it took quite a long time for him to collate all of the information he needed for my report, this was largely because he was waiting for details from my pension providers rather than because he was tardy. I was pleased with the outcome and following our discussions and subsequent actions, I feel I have a better pension plan for the future. I would recommend Paul.

What could they have done better?

I can't think of anything.

Paul's reply

Hi Liz, thanks very much for you kind review its very much appreciated!...very much looking forward to working with you.

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Paul

Enjoyed a long chat with Paul but the subject of the cost was only raised at the end. It would have been better if the charges had been voiced earlier in the conversation. Having said that i am still using Paul

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Paul

Paul was very pleasant, friendly and professional. I liked the fact that he provides a face to face meeting for the initial consultation as this offered opportunity to ask questions. I also like the fact that he discussed and took into account my other financial commitments. I particularly liked the investment risk profile he completed with me to gain a better understanding of my risk preference. He even discussed an alternative option and was able to give a rough estimate of cost and charges. In all, I left the meeting with adequate information and clarity to make to weight up my options. Thanks Paul. I will be in touch very soon.

Paul's reply

Thanks Doris, I really appreciate your feedback and kind words. Paul Anstee

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Paul

I fully recommend Paul to everyone. He listened to our questions and his answers and explanations were clear and easy to understand and he was very knowledgeable and explored a variety of products and options with us. He is our advisor from this point forwarding.

Paul's reply

thank you so much for your kind words much appreciated! looking forward to working with you both . Paul Anstee

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Paul

We have only had our introduction meeting but everything was explained and charges were clear. Waiting for Paul to complete pension checks before making a further appointment.

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with Paul

Paul was straight forward, friendly and to the point . I have yet to have a second meeting with Paul to discuss possible outcomes for my pension, but I am very happy so far.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Separation.

How has Paul Anstee helped you?

He went out of his way to help, he was factual yet reassuring, he was friendly yet frank and honest. He made me feel at ease and helped me make plans for my next steps.

Have you seen the outcome you were hoping for?

Outcome still pending.

What could they have done better?

Nothing at this stage

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Paul

We had a very interesting meeting with Paul. The information he provided was clear and allowed us to consider a number of options.

Paul's reply

Hi Charles thanks very much for your initial review, Iooking forward to our next meeting paul

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Paul

Paul was open and friendly and explained things clearly. He took the time to find out my needs and tailored his advice accordingly. He seemed competent and trustworthy and I will be using his services to review my pension arrangements.

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Paul

Kept in contact and provided concise informative information

Paul's reply

thanks for the initial review Jim much appreciated, look forward to talking soon...

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Paul

Seemed to know what he was talking about, no hard sell. Made it clear that the changes would be accessed on what was good for me. Waiting for information before deciding whether to proceed.

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Paul

Paul was friendly, informative and gave me very comprehensive answers to my questions. This was really helpful and I would recommend his services to anyone. Cheryl

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Northamptonshire

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

Advice on final salary transfer to a private investment that needed an ‎Financial Adviser advice.

How has Paul Anstee helped you?

Advice about Pension Transfer and when to take it and in what form plus risks.

Have you seen the outcome you were hoping for?

Still in process.

First impression from a user who is not yet a client

September, 2017

Overall

Please provide a brief comment about your experience with Paul

Paul was informative and very relaxed when explaining about pensions.

First impression from a user who is not yet a client

August, 2017

Overall

Please provide a brief comment about your experience with Paul

Paul did not bother to get in touch.

Paul's reply

Hi Demi, I'm so sorry I didn't reply I've been off and whilst off my email went down,I had no idea you had enquired. Its Bank Holiday Monday today but I am happy to call you if you are available? Once again my sincerest apologies. Kind Regards Hi Demi, I hope that you found our first meeting useful, please let me know when you have progressed further or if you need any more assistance. Kind Regards Paul

First impression from a user who is not yet a client

July, 2017

Overall

Please provide a brief comment about your experience with Paul

My experience with Paul certainly merits 5 stars. From start to finish our meeting could not have been more satisfactory and Paul took great trouble to assess my situation and and help me move forward. I was especially impressed that he took a lot of time to point me in the right direction and give me most useful advice on how to go about things although what I am trying to achieve is not something he and his colleagues can do for me. (At this time I want to invest in individual shares, not a Fund) I look forward to putting into practice Paul's good ideas, for which I am most grateful. Victoria Dunn

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Northamptonshire

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

Coming up to Retirement age with a range of old schemes.

How has Paul Anstee helped you?

Paul helped clarify and simplify my position. He gave me confidence in the planning required to select the right options for me.

Have you seen the outcome you were hoping for?

I am clear and happy with his recommendations.

First impression from a user who is not yet a client

May, 2017

Overall

Please provide a brief comment about your experience with Paul

Usefool optoens.

First impression from a user who is not yet a client

May, 2017

Overall

Please provide a brief comment about your experience with Paul

I found Paul to be clear, friendly and helpful. He patiently answered my many questions and gave me some very useful expert advice. I would recommend him.

First impression from a user who is not yet a client

May, 2017

Overall

Please provide a brief comment about your experience with Paul

Professional, polite and informative. Very honest and knowledgeable.

First impression from a user who is not yet a client

May, 2017

Overall

Please provide a brief comment about your experience with Paul

Arrived punctually, listened to our needs.

First impression from a user who is not yet a client

April, 2017

Overall

Please provide a brief comment about your experience with Paul

Paul was very friendly and well informed. He was able to answer all of my questions and gave me a great deal to think about. He was very clear about the areas he was able to advise me about and those areas better covered by my accountant.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in Northamptonshire

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

Pensions enquiry.

How has Paul Anstee helped you?

In a very clear way, making it all very easy for me to understand. I found Paul very polite and comfortable to talk to. I ask questions which he answered for me very clearly. As a result i would strongly recommend his expertise to anyone in need of financial advice.

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

In my view, he could not have inproved on what he did for me.

First impression from a user who is not yet a client

December, 2016

Overall

Please provide a brief comment about your experience with Paul

Paul arrived on time. He had a very pleasant manner and was keen to get to know us and our personal circumstances so that he could offer his best advice. It is early days but we are very hopeful to continue our relationship with Paul.

Review from verified client

October, 2016

Overall

Value

Advice

Service

Based in Northamptonshire

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

Pension planning.

How has Paul Anstee helped you?

I was looking for advice to transfer my company scheme to a SIPP as part of my early retirement planning. I found Paul very personable and honest, he explained clearly the options available to me.

Have you seen the outcome you were hoping for?

Yes, Pauls advice was what I expected from a financial advisor.

What could they have done better?

The only small niggle was his partner did not use the form specifically requested by my employer which meant a sight delay as they had to redo some paperwork. That said I would still recommend him

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

We turned to Paul looking for advice on consolidating multiple pension schemes and to try and find a proactive individual who actually cared.

How has Paul Anstee helped you?

Over the last 18 months Paul has consolidated two lots of pensions for us, sorted our Insurance and CI cover and advised/set up new ISA investments for us. Our biggest concern was our pensions, where we needed to re-evaluate and gain growth, plus transparency and increased customer service. Paul not only understands, but listens well and has already demonstrated proactive action. He rings us! His advice is very easy to understand and delivered with high integrity.

Have you seen the outcome you were hoping for?

100%. On one pension consolidation, we have seen more growth in 12 months, than the proceeding number of years. 'That will be the markets' I hear a number now cry, and some of that has to be attributed to timing, but I will be very clear here - That probably equates to about 25% and the rest has been on his advice of which funds to utilise. The other pension group is too early in the process to evaluate. Paul's recommendations are brilliant and the ability to access things online, whenever we like and see the performance is 1st rate. We could not be happier in any way.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

Needed to start planning for retirement and also as I have Power of Attorney over my mothers affairs it was prudent to invest the money fro her flat sale to assist with her care home costs.

How has Paul Anstee helped you?

Made things clear and simple without all the high pressure sales techniques utilised by some.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

Had some spare cash to invest but no idea how best to do it.

How has Paul Anstee helped you?

By giving clear, easily-understood advice as to what the most suitable options would be.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing

First impression from a user who is not yet a client

September, 2016

Overall

Please provide a brief comment about your experience with Paul

Easy to speak too, understood what I wanted to achieve, helpful and professional. Really happy so far

Paul's reply

thanks for the feedback Ann much appreciated

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

I recently decided to take advantage of the new pension rules however the pension provider required that I seek advice before they would proceed. I couldn't really see the need as I'd done my research but boy I'm glad I did. There are so many things that I hadn't thought about My approach to risk for one and whether to leave my pension pot with the current provider or move it somewhere else for another.

How has Paul Anstee helped you?

Paul is entirely approachable and patienthe (even when he is on holiday) sorry Paul. He helped me to identify what I wanted to get from my fund and to focus on the long term rather than the immediate (even though we did that as well).

Have you seen the outcome you were hoping for?

The whole process from first meeting to comepetion was under 6 weeks which I understand is quite fast and is exactly what I was looking for. I very much apprecited Paul's quick response to my queries especially as he would put them in writing so that I had a record.

What could they have done better?

Not sure that he could have done anything better with the exception of explaining the product a little more in detail. We focused on the provider, cost, outcomes and risks which I suppose was all we could do in the time we had . However when I queried this following our meeting he came back to me straight away which did an awful lot towards putting my mind at rest

First impression from a user who is not yet a client

September, 2016

Overall

Please provide a brief comment about your experience with Paul

Paul was incredibly helpful over an issue I had no idea how to resolve. His input was invaluable. I would not hesitate to recommend him. 5stars.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

Early retirement due to ill health.

How has Paul Anstee helped you?

He achieved excellent results with what resources we had -he was very patient and explained thoroughly all the procedures he would be doing and what could be achieved.

Have you seen the outcome you were hoping for?

Most certainly- Paul has given us a very good way of life and a financial future that is more certain.

What could they have done better?

Not really -we are very happy with the whole experience.

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

Wanted more advice on mortgage circumstances. I'm also a joint owner of a business so required professional businesss advice on pensions.

How has Paul Anstee helped you?

Very good clear advice. Was always happy to do face to face meetings which were very helpful as there are 3 directors in the company.

Have you seen the outcome you were hoping for?

Yes. We have our company pension set up and also I have been (through the support of Paul) been able to consolidate my various pension schemes.

What could they have done better?

n/a

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

Paul helped my husband and I to arrange our mortgage and helped my parents to review my Dad's savings and investments. He is no longer able to manage them himself since developing Alzheimer's disease.

How has Paul Anstee helped you?

Paul was very patient and sensitive to the issues arising from my Dad slowly losing the capacity to deal with his own financial affairs. He was able to liaise with me and my Mum, with my Dads permission and help us to carry out my Dads wishes whilst still making the best possible financial decisions on his behalf.

Have you seen the outcome you were hoping for?

My husband and I are happy with our mortgage. My Dad's situation is still on going but I am happy with the advice we have received.

First impression from a user who is not yet a client

June, 2016

Overall

Please provide a brief comment about your experience with Paul

I've had my first appointment with Paul, he spent time understanding what my needs were and didn't try to persuade me to buy anything Iwasnt after, although this would clearly be more profitable for him. I await the next stage with interest

Review from verified client

May, 2016

Overall

Value

Service

Advice

Based in Bedfordshire

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

financial affordability.

How has Paul Anstee helped you?

advised best products.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Sutherland

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

I had a policy with a large company and wanted independent advice on where to invest my money.

How has Paul Anstee helped you?

Paul gave me impartial advice, outlining all the options in an understandable fashion.

Have you seen the outcome you were hoping for?

Ultimately. The financial climate has been moving in the wrong direction for investors, which was explained well too me, but is always disappointing. We found the right policy for me.

What could they have done better?

My adviser did everything I asked for and more.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Bedfordshire

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

To make sure that my finances are all up to date and working for me.

How has Paul Anstee helped you?

He took the time and effort to review everything on my behalf and suggest the best way forward.

Have you seen the outcome you were hoping for?

Yes, my finances are up to date and in order as far as they can be.

What could they have done better?

I am very happy with Paul Anstee advice and have no reason at the moment to comment otherwise.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Bedfordshire

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

Investment advice and retirement planning.

How has Paul Anstee helped you?

by giving clear and understandable advice and presenting relevant options.

Have you seen the outcome you were hoping for?

too soon to tell but with current market expectations are realistic.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

We instructed Paul to establish the Auto-Enrolment pension scheme for our business and the quality of his knowledge as an advisor is excellent.

How has Paul Anstee helped you?

To organise the auto enrolment scheme and advise individual staff members on the technical aspects of the scheme.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

Tidying up previous and old pension pots.

How has Paul Anstee helped you?

He advised and facilitated me to put all my pensions into a more easily accessible SIPP with better returns.

Have you seen the outcome you were hoping for?

The first year's results were really good, not so good with the share market in the past year but still much better than I was getting before.

What could they have done better?

Nothing comes to mind

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Warwickshire

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

needed a mortgage and it was tricky as self employed also needed to sort out pension.

How has Paul Anstee helped you?

Great help, talked honestly and not in a confusing way. really helped me understand!.

Have you seen the outcome you were hoping for?

yes, 100%.

What could they have done better?

nothing, he was brilliant!

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

My circumstances were changing well so I thought and I was recommended by a friend to go and have a chat with Paul.

How has Paul Anstee helped you?

He gave me the best possible advice.

Have you seen the outcome you were hoping for?

Mortgage he wasn't able to help Pensions I have managed to sort them all out.

What could they have done better?

Nothing as far as I am concerned

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

Review of Pension and moving to a SIP, before beginning to look at other areas of financial planning.

How has Paul Anstee helped you?

Pension advice and set up SIP.

Have you seen the outcome you were hoping for?

Yes. Excellent Service.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

Needed advice on my Pension.

How has Paul Anstee helped you?

Paul helped by explaining the Pension Statement . He then advised on how it could be improved to my advantage.

Have you seen the outcome you were hoping for?

I have seen a big improvement of my Pension . Paul also advised another scheme to help increase the out come of my Pension to benefit me.

What could they have done better?

I found Paul explained everything very well and in easy terms so that I understood everything.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Bedfordshire

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

Buying a house.

How has Paul Anstee helped you?

Friendly with good advice.

Have you seen the outcome you were hoping for?

Yes, am happy with the service.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

I initially consulted with Paul to find a mortgage and related life insurance.

How has Paul Anstee helped you?

Paul has assisted with sourcing two mortgages for me and two remortgages also. He searched the market for the best option available. He has also sourced income life cover both lined to a mortgage and income protection.

Have you seen the outcome you were hoping for?

Yes, I was able to progress each transaction to completion.

What could they have done better?

Nothing, he was excellent.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Northamptonshire

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

I have known Paul for many years and naturally turned to him when needing pension advice.

How has Paul Anstee helped you?

Paul clearly explained the options enabling me to confidently make a choice.

Have you seen the outcome you were hoping for?

I was happy with the outcome based on Pauls advice and wouldn't hesitate to go back to Paul in future.

What could they have done better?

I cannot think of any area where Paul could have improved on his service to me.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Paul

Not pushy with services recommended but provided excellent advice and potential products

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Northamptonshire

How has Paul Anstee helped you?

Paul has spent some time during the early part of this year looking at my pension which has been moved from various organisations during my working life. He has expertly advised and produced a guide to what I might expect upon retirement. I would not hsitate to recommend Paul to anyone who wants a dvise with pensions and financial planning. His knowledge is tremendous.

What could they have done better?

Paul is an expert and I often think that diagrams assist when talking to people about their financial situations. I have seen him do this and I would recommend he uses this as an aid when talking to some of his clients to help them understand more easily.