Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 2 )

Pensions ( 61 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 13 )

Auto Enrolment ( 1 )

Investments and Savings ( 21 )

Pension Transfers - Non Specialist ( 13 )

Inheritance Planning ( 5 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 1 )

Reviewers' assets

£500k+ ( 14 )

£200k - £500k ( 9 )

£100k - £200k ( 6 )

Up to £50k ( 5 )

£50k - 100k ( 4 )

Client reviews

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Surrey

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

My previous advisor retired

How has Paul Campion helped you?

He agreed to become my financial adviser

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

HNY Susanna and thank you for your kind words.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Cheshire

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

Looking to retire within the next 5 years and wanted to know what options we had in respect to the value of existing pensions

How has Paul Campion helped you?

Paul reviewed all our pension details into a concise clear report. He provided options from which we were able to make informed choices

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing

Paul's reply

Thanks for your kind words. I look forward to working with you in the coming years to give you the retirement you both want.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Cheshire

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

Inheritance.

How has Paul Campion helped you?

Paul helped me by advising me on what to invest my money in, and also set up a pension for me.

Have you seen the outcome you were hoping for?

Yes, I have seen a good outcome so far.

What could they have done better?

It would have been nice to have met Paul in person however using Zoom wasn’t an issue.

Paul's reply

Thanks for your kind words Alastair and hopefully we can meet up at your new house next year.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Manchester

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

I wanted a long overdue pension review for myself & my husband.

How has Paul Campion helped you?

He looked at my what was current pension and how it was performing & broke down all the various options in very easy to understand information.

Have you seen the outcome you were hoping for?

Yes indeed I have, so pleased with the smooth transfer of my pension & starting another one for my husband. I love the new pension provider, they & my fund fit in with the values that I hold. Because of Paul’s help I also feel a way forward with retirement too.

What could they have done better?

Nothing

Paul's reply

It's my pleasure Fiona and thanks for your kind words.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Cheshire

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

I needed to invest my pension in a way to fully utilise its potential

How has Paul Campion helped you?

Paul Campion has been extremely helpful with advice and recommendations. He has also been proactive with suggestions to better improve my investment.

Have you seen the outcome you were hoping for?

Yes my investment as been steadily growing.

Paul's reply

Thanks for your kind words Jane.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

For advice on consolidating a number of pensions.

How has Paul Campion helped you?

Paul took control of my fragmented pensions and advised a new provider to maximise my consolidated funds.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Hi Simon thanks for your kind words.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Cheshire

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

Growing family and moving to self employed

How has Paul Campion helped you?

Trusted pension adviser

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He is exceptional at what he does

Paul's reply

Thanks for your kind words Roy and I will do my best to get you there by 67 if not sooner!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

To combine my four separate pensions into one manageable pension account

How has Paul Campion helped you?

Carried out a detail report on current pensions and provided a report and advised on the appropriate action needed.

Have you seen the outcome you were hoping for?

Yes, it has surpassed my expectations

What could they have done better?

Nothing

Paul's reply

Thanks Pete.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

Management of pensions

How has Paul Campion helped you?

I didn't have a clue what to do regarding the management of my pension schemes Paul helped me decided the best scheme for me and took me through the whole process enabling me to retire hopefully a little bit earlier

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

This is not any faulty of Paul but Would have liked to meet face to face but due to covid restrictiins was unable to

Paul's reply

Thanks for your kind words David and I will make sure we meet up face to face for our next review.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

I was wanting advice on planning for my retirement and to understand how I could maximise my pension pot, understand my options and be able to take control and achieve my objectives.

How has Paul Campion helped you?

Paul listened to my objectives and reviewed my current situation to guide me and ensure I was fully informed and aware of all the options and risks involved and to explore alternatives

Have you seen the outcome you were hoping for?

I have seen the outcome I was hoping for and am delighted with the advice, support, and ongoing relationship I have with Paul.

What could they have done better?

There is nothing I would improve - Paul was fantastic at explaining everything clearly and ensuring I fully understood and knew what to expect and timings etc

Paul's reply

Hi Jackie, thanks for your kind words.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Cheshire

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

I changed jobs and wanted to review my finances and decided to look for a fresh start with a new advisor.

How has Paul Campion helped you?

He helped with transferring pensions, advice on ISA and general saving for retirement advice.

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thanks for your kind words Deborah.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Manchester

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

needed advice from a financial adviser in regards to how to make the most of my pension and investment

How has Paul Campion helped you?

sat down and advised me after 2/3 consultations with me

Have you seen the outcome you were hoping for?

yes

What could they have done better?

n/a

Paul's reply

Many thanks Maciek.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

Looking to transfer my company final salary pension

How has Paul Campion helped you?

Listened to what I was wishing to do, advised me on the options available, explained in easy language how the scheme worked

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - great service, great advice - would recommend to any one wishing independent advice

Paul's reply

Thanks for your kind words Mark and your recent referral.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

needed advice on moving a company pension

How has Paul Campion helped you?

gave me advice on where to put transferred funds to gain maximum benefits. and achieve my retirement goals.

Have you seen the outcome you were hoping for?

coming up to my first yearly review so here's hoping.

What could they have done better?

none that I can think of. he's very friendly and approachable and knowledgeable . In fact I have recommended him to some friends.

Paul's reply

Thanks for your kind words John and I look forward to catching up with you again at your annual review.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Manchester

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

I was looking to prepare for an early retirement by the age of sixty. Paul reviewed the options and proposed a course of action.

How has Paul Campion helped you?

Paul looked at my pension pots and developed a proposal to combine them.

Have you seen the outcome you were hoping for?

The plan is its early stage but looking good

What could they have done better?

Not much

Paul's reply

Thanks for your review Andrew.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

Future financial planning.

How has Paul Campion helped you?

Very good and extremely understanding of individual circumstances.

Have you seen the outcome you were hoping for?

Too early to say.

What could they have done better?

None really.Ticked all my boxes.

Paul's reply

Thanks for your kind words Mark. I look forward so sitting down with you soon to review things with you.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Manchester

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

Starting a family

How has Paul Campion helped you?

He educated me on the types of policies available and then provided quotes from the market. He also completed the signing up process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Thanks for your kind words Pete.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

Looking for independent pension advice to help me plan for my retirement.

How has Paul Campion helped you?

Paul has provided an excellent service in a very informative and tailored to meet my needs.

Have you seen the outcome you were hoping for?

Yes most definitely. Paul has given me confidence in knowing I have a pension pot that will meet my needs in my retirement.

What could they have done better?

Nothing to add.

Paul's reply

Thanks for your kind words Trish.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

Move low interest rate ISA

How has Paul Campion helped you?

Found a suitable fund

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Thanks for your kind words Dave.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

I needed advice on how use equity from a house sale effectively to ensure I had a pension on retirement and also how to invest inheritance for my son.

How has Paul Campion helped you?

Paul gave good advice on how to invest in my pension whilst putting my son's inheritance in a PEP.

Have you seen the outcome you were hoping for?

n/a

What could they have done better?

Paul made everything easy and simple enough for me to understand. There is nothing I can think of that he could have done better.

Paul's reply

Thanks for your kind words Cher.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

for pension advice

How has Paul Campion helped you?

reviewed all my pensions. investing in a safe and profitable growth. constant review to ensure it works for me. Gave sound advice how best to use my funds

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing. Very professional while maintaining a friendly and informative review. Would not hesitate to recommend Paul. And the best thing - He is always there if you need anything

Paul's reply

Thanks for your kind words Kath, I appreciate it.

First impression from a user who is not yet a client

May, 2019

Overall

Please provide a brief comment about your experience with Paul

Very approachable and informative, I would definitely recommend and use for advice in the future.

First impression from a user who is not yet a client

March, 2019

Overall

Please provide a brief comment about your experience with Paul

nice guy

First impression from a user who is not yet a client

February, 2019

Overall

Please provide a brief comment about your experience with Paul

Paul has taken information about our pensions away with him and will be returning with a written report so that we can discuss our options. He was very knowledgeable, able to answer all our questions and very easy to talk to. Highly recommended.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Cheshire

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

Wanted to see if our current investments were in the best places

How has Paul Campion helped you?

Advised us on better investment potential with different companies

Have you seen the outcome you were hoping for?

Not yet, too soon to say

What could they have done better?

nothing really

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Cheshire

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

I needed to start putting a pension in place for when I retire

How has Paul Campion helped you?

Paul gave me invaluable advice on setting up a pension and what I should expect from it. Without any sales pressure

Have you seen the outcome you were hoping for?

As I’ve only taken out the pension it is to early to say.

What could they have done better?

Nothing. He answered every question I had honestly and clearly. He also answered in ‘layman’s’ terms to specifics of setting up a pension

Paul's reply

Thanks for the review Brian. I am looking forward to our annual reviews over lunch in the Markets!

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Manchester

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

Low interest rate with my Halifax ISA

How has Paul Campion helped you?

Converted to higher rate investment

Have you seen the outcome you were hoping for?

Not yet still within first year

What could they have done better?

Nothing

Paul's reply

Hi Dave, thanks for your review.

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with Paul

The meeting was relatively brief, hardly demanding,but to the point and professional.

First impression from a user who is not yet a client

June, 2018

Overall

Please provide a brief comment about your experience with Paul

Utterly straightforward and knowledgable. He will be our first port of call for future requirements.

Paul's reply

Thanks for your kind words Stephen. I will be very happy to help you and wife if that is what you decide you want to do. Kind Regards Paul

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Manchester

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

Multiple pension pots so we wanted advise to maximise our returns.

How has Paul Campion helped you?

Paul provided great advise and we were impressed with the honest assessment he provided.

Have you seen the outcome you were hoping for?

Yes happy with the advise given and the options presented. Good impartial advice.

What could they have done better?

Nothing.

Paul's reply

Thanks for taking the time to complete the review Elaine. If there is anything else I can help you with in the future please don’t hesitate to get in touch. Kind Regards Paul

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

I was looking to transfer my pension.

How has Paul Campion helped you?

Paul helped me to find the right pension for my circumstances.

Have you seen the outcome you were hoping for?

Yes.

Paul's reply

Thanks for the review Heather. I hope the weather is as nice in 12 months time when we meet to review things so we can sit out again in your lovely garden and enjoy the beautiful views.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Cheshire

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

We both had a variety of pensions and being 10 to 15 years off retirement wanted to review them to ensure they were going to meet our needs.

How has Paul Campion helped you?

Paul came to our house for an initial review. He then went away to research what was best for us. He then came back with some ideas and recommendations. We went through these and made changes to our pension provisions that should benefit us in our future retirement.

Have you seen the outcome you were hoping for?

Yes. We weren't fully aware of all the options available following the recent pension changes. Without Paul we may have never known these.

What could they have done better?

We were very pleased with Paul and the service he provided.

Paul's reply

Thanks for the completing the review Simon.

Review from verified client

May, 2018

Overall

Value

Service

Advice

Based in Manchester

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

Total lack of knowledge with regard to this subject.

How has Paul Campion helped you?

He made a personal visit to our home, explained all about our pensions and came up with a better solution. The first time in my working career that anyone had helped.

Have you seen the outcome you were hoping for?

Yes, both my wife and myself are now looking to increase our savings to enable us to retire a little more comfortably.

What could they have done better?

Nothing

Paul's reply

Thanks for the review Pad. I look forward to meeting you and Jane each year and reviewing things over another nice pub lunch.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

I read an article that Paul had written about some research he had done on transfer values for occupational pensions. As I had worked for a bank for 26 years in a final salary pension scheme, I thought it would be worth looking at so I got a TV from my pension manager which I definitely thought was worth doing something about. I then contacted Paul to receive advice and make the arrangements for me.

How has Paul Campion helped you?

Paul came to our home and in addition to collecting personal information, he explained the TV document and some options for transferring the funds and explored our goals and our attitude to risk which he managed our expectations around in terms of ensuring that we were investing in a lower risk investment. He explained everything in a way that was easy to understand and the potential for each of the options.

Have you seen the outcome you were hoping for?

We only invested at the end of 2017 so its early days but we are happy so far.

What could they have done better?

Being honest, I don't think Paul could have done anything different - everything was covered and explained and sufficient time provided for us to consider our options

Paul's reply

Thanks for your review Laurane. I look forward to catching up with you and Mark each year as we all edge closer to age 55 and pensions freedom!!

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Cheshire

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

In preparing for retirement We were looking for help understanding the options available and planning for the eventual retirement.

How has Paul Campion helped you?

Paul took time to analyze our current circumstances and what we would like to achieve in retirement. Paul explained the options available to us and how we Should compare them to make the right decisions for us.

Have you seen the outcome you were hoping for?

We certainly have.

What could they have done better?

Nothing. We were very happy.

Paul's reply

Thanks for taking the time to provide the review. It was a pleasure to meet you both and I wish you luck with your plans. Kind Regards Paul

Review from verified client

March, 2018

Overall

Value

Advice

Service

Based in West Yorkshire

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

I was considering opting to of my final salary company pension scheme and transferring the value of this pension to another provider.

How has Paul Campion helped you?

He explained costs, benefits and risks associated with transferring my pension; provided a couple of options and let me make an informed choice.

Have you seen the outcome you were hoping for?

Yes, I have opted out of my final salary pension scheme and moved the transfer value of my pension to a retirement account with the Prudential.

What could they have done better?

Nothing; happy with service and advice provided.

Paul's reply

Thanks for your review Mark and I will look forward to meeting up with you and Laurane each year.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Cheshire

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

I was looking for help with my Aviva pension.

How has Paul Campion helped you?

Paul fully understood that I needed to fully optimise what my pension could provide for me. He provided recommendations based on details he had taken from me and fully explained what my options were. I had been very unsure about taking out an annuity or not and Paul clarified what was the best way forward for me.

Have you seen the outcome you were hoping for?

I felt that the product that Paul recommended to me was suited to me and through his advice I am clear about what the product could provide.

What could they have done better?

I am completely happy with the advise that I have received from Paul. He made the whole process straightforward and easy to understand.

Paul's reply

Thanks for taking the time to complete the review Jane. I will look forward to meeting up each year and reviewing things with you and Pad over another a nice pub lunch.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Manchester

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

Pension advuse.

How has Paul Campion helped you?

Organised my current pensions.

Have you seen the outcome you were hoping for?

Yes.

Paul's reply

Thanks for your review Judy.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Manchester

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

I wanted to transfer my pension fund into an access account.

How has Paul Campion helped you?

He explained the pro`s and con`s of what i wanted to do with my pension ,and understood why i was doing it.

Have you seen the outcome you were hoping for?

Yes i am very happy with the outcome and the short time it took Paul to come to an outcome.

What could they have done better?

Not a lot really everything i required and asked about was dealt with to my satisfaction

Paul's reply

Many thanks for your kind words Les.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Cheshire

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

Pension transfer.

How has Paul Campion helped you?

Provided sound advice aligned to my risk profile.

Have you seen the outcome you were hoping for?

I feel that the advice and the overall decision to undetake the pension transfer has met my expectations.

What could they have done better?

I am happy with the service.

Paul's reply

Thanks for taking the time to complete the review Tina.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Manchester

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

Consolidating pensions.

How has Paul Campion helped you?

Evaluated my existing pensions and suggested good course of action.

Have you seen the outcome you were hoping for?

Yes my new plan is progressing as I had hoped.

What could they have done better?

To be honest nothing, he promptly answered any questions I had and gave good advice

Paul's reply

Thanks Trevor

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Lancashire

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

I was looking to change my final salary pension to one that I could trust to get the best return earlier than planned without penalties and leave the value of the pension to my family in the future.

How has Paul Campion helped you?

Paul laid all the options out for me clearly and precisely he wasn’t concerned how many questions I asked and was always available when contacted.

Have you seen the outcome you were hoping for?

Better than expected.

What could they have done better?

Nothing really .

Paul's reply

Hi Steve, Thanks for your kind words. I look forward to helping you and Sue achieve the plans you have for your retirement. Have a fantastic Christmas. Kind Regards Paul

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Manchester

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

Needed to look at my financial situation following a change in personal circumstances & was considering taking a lump sum from my Pension.

How has Paul Campion helped you?

He reviewed my pensions & advised the most effective way to manage my pension & achieve the position I needed to be in. The advice was clear & without out any pressure to agree to anything , in the end I felt the decision was mine & very happy with the outcome.

Have you seen the outcome you were hoping for?

I'm happy with the outcome & pretty confident I'll be contacting Paul in the future for further advice.

What could they have done better?

I couldn't think of anyway it could have been improved

Paul's reply

Thanks for your kind words Damien. I am looking forward to working with you in the years to come to make sure you achieve your retirement plans.

First impression from a user who is not yet a client

November, 2017

Overall

Please provide a brief comment about your experience with Paul

very impressed

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Lancashire

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

I had lost track of one of my pensions and my brother who had used Paul's services recommended I contacted him for advise.

How has Paul Campion helped you?

Paul helped me understand my brother pension and gave me great advise on how to move forward with it.

Have you seen the outcome you were hoping for?

with the recommendations from Paul I was happy to move my pension over to a product that would serve me best in retirement.

What could they have done better?

having never needing an advisor before there is nothing I can think of to improve his service.

Paul's reply

Thanks for your kind words Ian. It was a pleasure to meet you and Selina and I look forward to helping you both in the years to come with your retirement plans. Kind Regards Paul

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Cheshire

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

I required mandatory IFA advice regarding the transfer of a pension.

How has Paul Campion helped you?

I had a very specific request that required an IFA to state that I had been provided with relevant advice regarding the transfer of my pension. Paul ensured that he completed the necessary fact find and risk profiling and made the recommendation he felt was most appropriate. Within the documented advice, the necessary form stating advice had been provided had been fully completed. Paul was able to provide a flexible approach (due to my very specific needs) where other IFA's were just anxious to meet their own agenda. I am very grateful to him that he took the time to appreciate my requirements and provide guidance on all the options available to me.

Have you seen the outcome you were hoping for?

The very specific outcome I required was provided.

What could they have done better?

I would struggle to identify what Paul could have done better as I approached him with a very specific outcome in mind. Paul was respectful of this desired outcome and provided advice across a range of products which I had not previously considered.

Paul's reply

Thanks for your kind words John. I am glad I was able to help you and hopefully I will be able to help you more in the years to come. Kind Regards Paul

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Cheshire

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

Planning for retirement and working out how to make the most of three different pension plans plus equity from a house sale.

How has Paul Campion helped you?

Paul worked out the most tax efficient and lucrative way of dealing with the pensions plans/cash available with reference to the fact that I was still four years short of state retirement age.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can't fault his approach, attitude or attention to detail. He's a nice guy who wants to to the very best for his clients.

Paul's reply

Don thanks for your kind words. I hope you and Cyd are settling into your new home and enjoying the start of your retirement. Kind Regards Paul

First impression from a user who is not yet a client

September, 2017

Overall

Please provide a brief comment about your experience with Paul

Having spoke to Paul only on the telephone he was very professional and everything was clear and precise

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Cheshire

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

I wanted to investigate transferring a final salary pension into a drawdown model.

How has Paul Campion helped you?

Paul, Listened and understood exactly what I wanted to do and why. He helped me identify my risk appetite. He didnot pressure or try to influence me to transfer more then I wanted. He explained the process and the risks clearly so I had no doubts when it came to making the decision.

Have you seen the outcome you were hoping for?

Very happy with the advice and the speed in which Paul processed the transfer, we met a tight deadline imposed by my original pension fund. I am very happy with my new product and feel I now have a well balanced pension portfoliio.

What could they have done better?

I cannot think of any any suggestions, I got a great service from this financial advisor

Paul's reply

Thanks for your kind words John. I look forward to working with you in the years to come to help you and Ruth have the retirement you deserve. Kind Regards Paul

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Merseyside

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

Necessity for workplace pension to be adjusted due to compliance issues.

How has Paul Campion helped you?

Paul explained the reasons for change, the benefits/pitfalls of the available options then provided additional advice relating to the movement of existing lapsed workplace pensions into a single fund.

Have you seen the outcome you were hoping for?

Funds only recently moved so too early to tell.

What could they have done better?

I wasn't left with a feeling of not understanding something or anything being unresolved so I would suggest that Paul couldn't have done anything better

Paul's reply

Thanks for your comments John.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Manchester

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

Paul helped to provide the independent financial adviser review for a transfer of my final salary pension into a self managed SIPP. This is required before any transfer can be made.

How has Paul Campion helped you?

Paul analysed the transfer amount to confirm whether it was a reasonable offer and also assessed my capabilities to self manage the funds. The resultant opinion enabled me to make the transfer. This was all done at a reasonable cost. I would definitely use Paul's services again.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

It may have been useful to have given me more tailored analysis on my specific invrstment capabilities and suggest some possible strategies to consider, such as a possible portfolio breakdown e.g. invest in 70% Equity ETFs and 30% bonds with some suggested low cost ETFs. It may have been worth advising to avoid high risk strategies such as leveraged trading, and individual shares in AIM companies. I recognise that some or all of the above may have been regarded as advice which may not be possible to give, given the limitations of the actual service offered.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Cheshire

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

My husband was consolidating his pensions into one and Paul then looked at my Pension.

How has Paul Campion helped you?

Paul was very efficient straight talking and understood that as a fellow professional time is critical. He reviewed the plan advised where it needed more management and sorted matters in a clear conscise manner. The feel was light touch inspired confidence but did not leave one feeling sold too.

Have you seen the outcome you were hoping for?

I am happy with the arrangements but it is too early to say if it is the outcome I was hoping for.

What could they have done better?

For us there was nothing he could have done better we were pleased with the service.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Ayrshire

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

Change In policy at work .

How has Paul Campion helped you?

Regarding Pension advice .

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Everything has went along smoothly .

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Manchester

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

Early retirement.

How has Paul Campion helped you?

Working out a financial plan to enable me to take early retirement.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Manchester

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

I needed some serious advice on how to budget for early retirement.

How has Paul Campion helped you?

Paul fully understood my needs and goals and explained things in a very simple manner. He had lots of patience when explaining things to me during times when I constantly asked him the same question.

Have you seen the outcome you were hoping for?

Yes, most definitely. I am clear and happy with his recommendations and I have been able to retire early because of this. I am happy with my pension arrangements because of his understanding of my situation.

What could they have done better?

Nothing! Paul is a 'Money Magician' and I wouldn't have been able to do it without his advice.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in Lancashire

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

pension transfer.

How has Paul Campion helped you?

advised on investment.

Have you seen the outcome you were hoping for?

to early to comment.

What could they have done better?

nothing

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?

Pensionwise advised me to look for an advisor for my Retirement pension. This was a minefield so I spoke to a friend whom had seen several advisors & he reccomended I contact them, I decided to use this company as they were open with the information nothing seemed to much trouble & the fees were reasonable.

How has Paul Campion helped you?

Paul set up drawdown pension for me & also advised me on what I should do with the isas I held which were not doing to well in the funds they were in, & so I asked paul to manage these for me as well.

Have you seen the outcome you were hoping for?

As it is early days I am unable to answer this at present however if everything goes a it should I will be happy & we will revue the outcomes every year.

What could they have done better?

Nothing I asked for several different variations of what may happen & paul sorted these straight away. So I was happy with the way he dealt with things.

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?

We needed company pension setting up and my own pensions and investments manged.

How has Paul Campion helped you?

Paul took the time to come and see us and run through all the options in a clear and concise way.

Have you seen the outcome you were hoping for?

We have had a successful outcome.

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?

Having taken redundancy from my previous employer I needed help to rearrange my finances and understand the range of options available to me.

How has Paul Campion helped you?

Paul listened to my needs and explained my options to me simply and enabled me to make some informed choices.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

The service that I received catered for all of my needs and having considered all of the options available to me I was confident about the decisions that I was making.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Cheshire

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

I was about to retire and needed advice on how to use my pension pot.

How has Paul Campion helped you?

Paul provided clear advice, confirmed my preconceptions, and steered me to a solution that I am comfortable with.

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

Paul's actions were exemplary - responses were immediate, subsequent actions were timely. His backup team is excellent.

Review from verified client

August, 2016

Overall

Service

Value

Advice

Based in Cheshire

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

I wanted to gain a clear understanding of the options for my pension.

How has Paul Campion helped you?

He provided straightforward advice that was simple to understand. He was friendly and approachable, and very professional.

Have you seen the outcome you were hoping for?

I was satisfied with the recommendations made and that the product chosen suited my needs. I feel confident with my pension arrangements as a result.

What could they have done better?

Happy with the service provided, especially the flexible approach to meet my needs. No improvement needed.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Cheshire

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

I wanted to review and take some money from my pension pot.

How has Paul Campion helped you?

Paul explained everything in simple terms told me exactly what I could get and how best to invest the rest of my pension.

Have you seen the outcome you were hoping for?

Early days yet for the investment yet but I got exactly what Paul said I would on my cash back.

What could they have done better?

Not a lot he came to see me as soon as he could and sorted it all out on the following visit which was only a week later

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in Cheshire

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

I needed to review my pensions and assess the transfer and consolidation values.

How has Paul Campion helped you?

Paul was able to produce a comprehensive report and offer excellent advice which should deliver better growth and pension results for me in the long run.

Have you seen the outcome you were hoping for?

Yes - Great advice - independent and with a strategic objective to grow my pot.

What could they have done better?

Possibly only have more than one solution for comparison. However given the FCA ruling i guess this might only have delayed my decisions.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Cheshire

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

I found Paul very knowledgeable and easy to understand, he made me feel at ease from the initial meeting to completion.

How has Paul Campion helped you?

Paul advised me on my pensions and investments, he clearly has a good range of products and able to suggest the best ones to meet my goals.

Have you seen the outcome you were hoping for?

I have now completed my initial set up of my financial plans and with Paul's help have achieved much more than originally planned, he is also there at the end of the phone for any questions or queries and for any reviews that may be required.

What could they have done better?

I found that Paul had all the bases covered for any eventuality and cannot think of any constructive comments, with the exception of perhaps more coffee.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Cheshire

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

To ensure that I was aware of all practical options available to minimise my inheritance tax liability.

How has Paul Campion helped you?

Paul undertook a full review of my current financial position and gave advice on various options,specifically investment in the AIM market and the use of a whole of life insurance policy.

Have you seen the outcome you were hoping for?

Exclamatory documentation was supplied for the recommendations discussed and as a result I decided upon the life insurance option which I felt best suited my requirements without the risks to capital associated with the AIM market.

What could they have done better?

I was happy with the information supplied and the options presented in a non pressurised manner and I don`t consider that the adviser could have done better.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Cheshire

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

I Both my partner and I needed advice with retirement planning. Especially given the recent changes in personal pensions legislation.

How has Paul Campion helped you?

Paul Campion did a thorough appraisal of our current situation and came back with options for consideration. He also explained the changes in pension legislation in easy to understand language. We are very happy with his service.

Have you seen the outcome you were hoping for?

Yes definitely.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Cheshire

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

advice on pensions.

How has Paul Campion helped you?

He made it clear to me what my options are.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Merseyside

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

Pension Transfer.

How has Paul Campion helped you?

Making recommendations based on my circumstances, and, completing the process for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Paul was very understanding and accommodated all my requests. I could not find fault in any way.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Cheshire

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

Serious illness made it difficult for me To complete the processes on my own.

How has Paul Campion helped you?

He was very patient and listened to my needs particularly in tracing company pensions I have accumulated over the past 30 years.

Have you seen the outcome you were hoping for?

With Paul's help and advice my wife and I find that we are in a situation So superior to that we had anticipated.

What could they have done better?

Having been a sales Representative in the medical sector since 1978 I have lived by the adage say what you will do and do what you say I can honestly say that this applies to Paul in all my dealings with him and his colleagues

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Lancashire

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

Recently divorced with new mortgage and different financial and retirement planning needs.

How has Paul Campion helped you?

Explained everything in a language I could understand and different options available. Explained the possible risks and fully understood the kind of risks I was willing to take and tailored the plan to me personally.

Have you seen the outcome you were hoping for?

I am happy with the results from Pauls advice.

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Paul

I found Paul very experienced, Knowledgeable and profession, he made me feel at ease and ensured I understood everything that he explained.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Cheshire

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

I was interested in consolidating my multiple pensions and after a cold call was directed to Paul.

How has Paul Campion helped you?

He was very patient and interested in my history. He offered what I believe to be the best option.

Have you seen the outcome you were hoping for?

He's transferred my pensions but I won't know for at least a year whether this was the right option.

What could they have done better?

Nothing I could think of. I tried to do my research of the web but Paul ticked all the boxes.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Cheshire

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

I support my mother regarding her financial administration and she had decided to free up monies held in a bond. My mother needed a review of what monies she had where, with particular regard to family inheritance and the money being released from the bond.

How has Paul Campion helped you?

Paul kindly came to my mother's home which was a great to relief to her and myself, as it saved us transporting all her files and her, who has limited mobility. Paul very quickly put mum at ease and understood what she required, he was very patient answered all her questions. He was excellent at explaining her current investments, and clearly described her options and his recommendations.

Have you seen the outcome you were hoping for?

Yes. We have acted on Paul's advice and life for my mother and I is greatly simplified - two very satisfied clients, so thank you Paul.

What could they have done better?

Carry on as you are.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Shropshire

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

Voluntary redundancy and retirement.

How has Paul Campion helped you?

Superb help with the whole financial review process from beginning to end.

Have you seen the outcome you were hoping for?

Absolutely! I couldn't be happier with the service from Paul and the company he works for. Excellent.

What could they have done better?

Nothing, the whole process was very good. Everything was explained in detail from beginning to end.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Cheshire

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

Having taking voluntary redundancy I wanted to look into transferring my pension to a more suitable scheme and Paul came highly recommended.

How has Paul Campion helped you?

Paul was able to transfer my pension and also transfer my stocks and shares ISA new a new provider. Paul made the appointments to fit around my work and home commitments and kept me up to date at all times during the transfer process.

Have you seen the outcome you were hoping for?

Both the pension and ISA have now been transferred without any complications.

What could they have done better?

I found Paul to be highly knowledgable and made this process for myself as smooth as possible. He kept me up to date at all times and would answer any questions I had no matter how small. I would highly recommend Paul to my family/friends and would use Paul's services again in the future.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Merseyside

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

Pension transfer.

How has Paul Campion helped you?

Advised & recommended the most suitable product, in a manner that was clear & easy to understand. No jargon.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/a

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Cheshire

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

I needed advice about my pension pot and how to go about taking a lump sum and investing the rest..

How has Paul Campion helped you?

he came to my house and discussed my options and helped me to fill in the paper work and set the wheels in motion..

Have you seen the outcome you were hoping for?

yes i was and still am happy with the out come of the situation..

What could they have done better?

i dont think paul could have done any better than he did really,i know that don't help you much but i was very happy with all the advice i was given.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Lancashire

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

To gain advice on investments and pensions.

How has Paul Campion helped you?

He advised us in a very professional manner and he had lots of knowledge.

Have you seen the outcome you were hoping for?

Yes, the outcome is fine in our current situation.

What could they have done better?

Nothing! Everything was done to our satisfaction.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Lancashire

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

Re Advice.Service and Money.

How has Paul Campion helped you?

Gave me a solution to all questions i asked.

Have you seen the outcome you were hoping for?

It is early at this moment in time, his assurance as given me good hope.

What could they have done better?

I had financial problems when Paul called to see me, we sat down discussed my problems, I could ask Paul any questions and get answers, in less than an hour he had most of my problems sorted. I would recommend Paul to any one who is having financial problems.

Review from verified client

November, 2015

Overall

Value

Service

Advice

Based in Shropshire

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

I was made redundant and wanted some advice regarding my pension, investments and lump sum.

How has Paul Campion helped you?

He reviewed all of my investments for me and my husband, my pension and provided me with advice on all of these areas.

Have you seen the outcome you were hoping for?

I transferred my pension and investments, maximised my current pension contribution with my new employer and I have absolutely seen the outcome I was hoping for.

What could they have done better?

|Paul was fantastic and talked me through the whole process and I don't think there is anything he could have done any better

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Leicestershire

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

My company needed to offer a pension to our employees.

How has Paul Campion helped you?

We were advised and guided well through the whole process by Paul and were very happy with the outcome. Paul spent time explaining the pension plan to all the employees and answering all the questions asked of him.

Have you seen the outcome you were hoping for?

The outcome was a great success as we now have a pension plan which is fully understood and works well for all involved.

What could they have done better?

There was no issues that arose during the process so we have no suggestions.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Cheshire

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

Company pension.

How has Paul Campion helped you?

Paul helped me to decide what my best option would be regarding my company pension. His knowledge and service was excellent, took away alot of pressure from me deciding what was my best option. I would highly recommend Paul his service is first class.

Have you seen the outcome you were hoping for?

Still waiting for the transfer value of my pension to be invested in a new company that will give me a very good interest on my pension.

What could they have done better?

There is nothing Paul could do for me any better as I've said previously his service is excellent