Paul Samoilys

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

I engaged Paul in my late-20s to help me put in place the key pillars of long-term financial planning including protection and investments.

How has Paul Samoilys helped you?

Paul has helped me with the full gamut of financial planning over the last 10+ years, from critical illness and life insurance, tax efficient investing, pension investments (including fixed protection) and inheritance planning. When I required a mortgage he recommended an excellent and efficient broker.

Have you seen the outcome you were hoping for?

Yes. Paul provided the impetus and discipline necessary to make investments early in my career which has enabled me to maximise their value, while also ensuring that I am protected against unforeseen events. I have seen the value of my investments grow, both in my pension and in other funds.

What could they have done better?

N/A

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

As I started a family and my business grew I wanted to ensure I was making the best decisions in an ever more complex financial market place.

How has Paul Samoilys helped you?

Paul offers clear advice and context for his thinking. He doesn't hard sell but tailors his suggestions to our situation. He also understands the ups and downs of owning a business where it is not always easy to plan for the future. But he as ensured we always know the best options available to us at any one time.

Have you seen the outcome you were hoping for?

Yes very much so.

What could they have done better?

I think it is us who could have done better in responding to Paul's requests and advice at times!

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

Long term financial/estate planning

How has Paul Samoilys helped you?

Provided clear and sound advice covering many areas investment and estate planning for many years.

Have you seen the outcome you were hoping for?

Totally. Paul and the team have kept the focus and diligence for my portfolios to perform in good and tough market conditions.

What could they have done better?

Paul really understands me and my financial goals and needs, so it is often me that could have done better.

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

Limited time and knowledge to consider it myself

How has Paul Samoilys helped you?

A trusted advisor who prompted new ideas and made simple, understandable recommendations.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

So far all good.

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

pension planning

How has Paul Samoilys helped you?

pension planning, fund selection, utilising tax allowance

Have you seen the outcome you were hoping for?

yes

What could they have done better?

It would have been helpful if SJP was an international firm with knowledge of other jurisdictions