Paul's reviews
Reviewed for
Insurance and Protection ( 38 )
Mortgages ( 27 )
Pensions ( 59 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 2 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 27 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 60 )
Financial Mentoring ( 20 )
Financial Coaching ( 17 )
( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 18 )
£100k - £200k ( 9 )
£50k - 100k ( 11 )
Up to £50k ( 6 )
Review
by a verified client in Down
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and general financial advice’s
How has Paul McCoubrey helped you?
We've been working with Paul Mccoubrey at Navigate Independent Financial Advisors for over 10 years now, and we truly couldn't be more grateful for the guidance and expertise he's provided throughout that time. From the early days of planning for a growing family to navigating the complex world of pensions and long-term financial security, Paul has been with us every step of the way. His advice has always been clear, considered, and tailored to our needs—helping us stay one step ahead of life’s financial hurdles. Thanks to Paul's support, our pensions have grown at fantastic rates, and we’ve felt consistently confident in our financial direction. Thank you, Paul, for your unwavering professionalism and personal approach. We would highly recommend Paul and the team at Navigate to anyone looking for trusted, long-term financial guidance.
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
Nothing
Paul:
Thank you very much for taking the time to leave such a thoughtful and detailed review. It’s been a real privilege to work with you over the past decade, and I truly value the trust you’ve placed in me and the Navigate team throughout the years. I’m delighted to hear that you’ve found our work together on retirement planning, pensions, and protection to be both clear and tailored to your needs. Our ongoing conversations, whether about financial matters or broader personal challenges, allow us to ensure your financial plan remains aligned with your goals and circumstances. It’s great to know that our regular reviews and open communication have given you continued confidence in your financial direction. Thank you also for your kind words about our responsiveness and approachability. Long-term relationships like ours are at the heart of what we do, and it’s always rewarding to see the positive outcomes of careful planning over time. I look forward to continuing to support you and your family for many years to come.Review
by a verified client in Antrim
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed clear guidance on how to structure my retirement plans.
How has Paul McCoubrey helped you?
By helping me to develop an investment and savings plan in preparation for retirement.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing that I can think off.
Paul:
Thank you, Drew, for taking the time to leave such a thoughtful review. I truly appreciate your kind words and, most importantly, your continued trust over the past 5-6 years. It has been a real pleasure to work with you, starting from our early discussions around structuring your retirement plans to now seeing your goals firmly within reach. Throughout our time working together, we’ve been able to develop a tailored investment and savings strategy that has adapted as your circumstances have evolved. I’m especially pleased that you feel confident about being on track and that you feel comfortable discussing not only financial matters but also personal challenges when needed. Building that level of trust and openness is something I value highly in client relationships. Thank you again for your ongoing support and for recommending my services to others. I look forward to continuing to work with you to support both your financial goals and your wider family planning needs in the years ahead.Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially we met with Paul for mortgage support a number of years ago.
How has Paul McCoubrey helped you?
Mortgage guidance Insurance guidance Advice around pensions and Additional Voluntary Contributions Investment for children for the future
Have you seen the outcome you were hoping for?
Mortgage advice was great and fully supported with guidance around life insurances and income protections.
What could they have done better?
nothing - he was fantastic!
Paul:
Thank you, Dawn, for your kind review. It’s been a real pleasure working with you and Gareth over the past 12 years, and I truly appreciate your continued trust and support. I’m glad the advice around mortgages, insurance, pensions and planning for the future has been helpful. It’s great to hear you’ve felt supported throughout and confident in the guidance provided. Your feedback about feeling comfortable discussing personal matters is especially meaningful. Building that level of trust is central to how I work with clients. Thank you again for your kind words and referrals — they’re genuinely appreciated. I look forward to continuing to support you both in the years ahead.Review
by a verified client in Down
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted financial advice on how to invest my savings and pension.
How has Paul McCoubrey helped you?
Paul explained the various options clearly and gave me the advice I needed to choose a plan tailored to suit my needs.
Have you seen the outcome you were hoping for?
Yes. After meetings with Paul I’m very happy to see everything is going as expected. He explained the current financial challenges and how we had planned for these situations. I can sleep at night knowing my investments are in good shape.
What could they have done better?
I’m not sure how things could be done any better. At our meetings they could be a bit more generous with the biscuits.
Paul:
Thank you, Cecil, for your kind review. It’s been a pleasure getting to know both you and Gwyneth over the past two years, and I’m really glad to hear you feel confident in the advice and support you’ve received. I’m especially pleased that our planning has given you peace of mind, even in uncertain times. It means a lot to know you feel comfortable discussing both financial and personal matters—that level of trust is something I truly value. And point taken about the biscuits—we’ll try to do better on that front. Thanks again for your continued trust. I look forward to working with you both in the years ahead.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 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. Paul