Paul's reviews
Reviewed for
Insurance and Protection ( 36 )
Mortgages ( 25 )
Pensions ( 55 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 30 )
Auto Enrolment ( 2 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 25 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 56 )
Financial Mentoring ( 18 )
Financial Coaching ( 16 )
( 2 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 18 )
£100k - £200k ( 9 )
Up to £50k ( 4 )
£50k - 100k ( 11 )
Review
by a verified client in Down
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed our investments to be rationalised, and advise on planning for the future.
How has Paul McCoubrey helped you?
Paul did an overview of all our finances and then advised us as to the best way to plan for the future. This was all explained in a clear, concise and understandable manner. We are regularly kept abreast of any changes, backed up by an annual meeting.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We are happy with the existing level of service.
Paul:
Thank you, Derick, for taking the time to leave such a thoughtful review. It’s been a real pleasure getting to know both you and Janet over the past two years, and I truly appreciate the trust you’ve placed in me. I’m glad the financial planning and investment advice have brought clarity and confidence to your future plans. It’s important to me that everything is explained clearly, so I’m pleased that approach has worked well for you. Your comments about the regular updates and annual reviews mean a lot — keeping clients informed is central to how I work. Thanks again for your continued trust and for the opportunity to support you both. I look forward to working with you as your plans progress. PaulReview
by a verified client in Fermanagh
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a personal pension which had been doing anything for years. I knew I was at an age that if I didn't change things I would have no pension to call upon when the time came that's when I reached out to Paul
How has Paul McCoubrey helped you?
After giving Paul a list of our current income/outgoings and what we would need when we retired he set out a plan outlining what my wife and I needed to do in order to achieve this . The whole process was made clear and simple
Have you seen the outcome you were hoping for?
Our plan is still ongoing and on track for retirement so yes we are seeing the outcome we had hoped for
What could they have done better?
Nothing I can think of
Paul:
Hi Derek Thank you for taking the time to leave such a thoughtful review. I genuinely appreciate your kind words and your trust over the past three years. It’s been a real pleasure getting to know you and supporting both you and your wife as you plan for the future. Although we’ve only ever met via Zoom, I’ve found our conversations to be just as productive and personable as if we were meeting face-to-face. It’s a testament to how well our relationship works despite the distance, and I’m glad we’ve been able to maintain such strong communication throughout. I’m pleased to hear that you’ve found the advice clear and straightforward, and that your retirement plan is progressing as expected. Helping clients build confidence in their long-term financial plans is central to what I do, and it’s rewarding to know you feel on track. Thanks again for your continued business and the recommendations you've made to others. I look forward to continuing our work together. PaulReview
by a verified client in Antrim
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Age, future planning, property succession, IHT, post retirement.
How has Paul McCoubrey helped you?
Paul's advice was user friendly, made easy to understand, and ironed out our existing confusion in a direct and clear manner.
Have you seen the outcome you were hoping for?
With Paul's help I can now tackle any problems that may arise in a confident and enthusiastic manner. I will forever be indebted to him for his guidance, thank you Paul.
What could they have done better?
To date My wife and I have no concerns, we were well received and treated with respect. It is always better if the client has done some preparation in advance, as we had, and have a vision of your destination. Paul can then professionally navigate you along that road.
Paul:
Thank you so much for your thoughtful and generous review. I'm really pleased to hear that you and your wife felt welcomed, respected, and well-supported throughout the process. It’s always a pleasure to work with clients who come prepared and have a clear vision — it makes our conversations that much more productive and rewarding. I’m glad the advice we discussed was clear and helped to resolve the confusion you were experiencing. Simplifying complex areas such as inheritance tax, succession planning and post-retirement finances is at the heart of what I do, so it’s great to know you found the guidance straightforward and user-friendly. Your comments about feeling more confident and enthusiastic moving forward mean a great deal. That sense of clarity and reassurance is exactly what good financial planning should provide. Thank you again for your kind words, and I look forward to continuing to support you both in the future.Review
by a verified client in Down
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We received a sum of money and wanted information on how we could make it work for us
How has Paul McCoubrey helped you?
Paul was able to advise us on our pensions and investing in stock market etc. His knowledge and experience was invaluable.
Have you seen the outcome you were hoping for?
We are happy with how our investments have progressed and the advice we have received with regard to pension and inheritance planning .
What could they have done better?
I can’t think of anything the team could have done better . I am more than happy with the service I have received.
Paul:
Hi David, Thank you for taking the time to leave such a positive review. It has been a pleasure working with you over the years, and I truly value the strong relationship we have built. I’m glad to hear that you’ve been happy with the advice and support provided, particularly in areas such as pensions, investments, and inheritance planning. It’s great to know that you feel confident in how your investments have progressed and that our discussions have helped you make informed financial decisions. Your kind words about my knowledge and experience mean a lot, and I’m pleased that you’ve found our meetings beneficial. My aim is always to provide clear, tailored advice to help clients achieve their financial goals, so it’s rewarding to hear that you feel on track. If there’s ever anything else I can do to support you, please don’t hesitate to reach out. I look forward to continuing our work together in the years ahead. Best regards, Paul McCoubreyReview
by a verified client in Down
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Better over sight of my finances. Retirement planning.
How has Paul McCoubrey helped you?
Planning and Financial security
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Darren, It was great to see you two weeks ago, and I’m really pleased to hear that you feel confident in the progress we’ve made together. Your kind words about the planning and financial security we’ve built are very much appreciated. Retirement planning and ensuring financial oversight are key areas where careful guidance makes a real difference, so I’m delighted that you’ve found the process so valuable. It’s reassuring to know you feel fully informed and on track to achieve your goals. Thank you also for your trust and for recommending my services to others—it means a great deal. I look forward to continuing our work together and supporting you in the years ahead. If there’s ever anything you’d like to discuss in the meantime, please don’t hesitate to get in touch. Best regards, Paul