Paul's reviews
Reviewed for
Insurance and Protection ( 45 )
Mortgages ( 33 )
Pensions ( 79 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 47 )
Auto Enrolment ( 2 )
Investments and Savings ( 79 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 37 )
Long Term Care ( 17 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 80 )
Financial Mentoring ( 28 )
Financial Coaching ( 23 )
( 2 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 25 )
£100k - £200k ( 12 )
£50k - 100k ( 13 )
Up to £50k ( 8 )
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?
Retirement
How has Paul McCoubrey helped you?
Sound advice and practical knowledge on every occasion
Have you seen the outcome you were hoping for?
Yes
Paul:
David, thank you so much for taking the time to leave such a positive review. We’ve been working together for a good while now, and it’s been great to see you move from employment into retirement and really embrace it. I really appreciate your comments about the sound advice and practical guidance along the way. As always, I enjoy the craic, and thank you sincerely for your continued trust and business. PaulRepeat review
by a verified client in Down
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul McCoubrey helped you since your last review?
I have had my annual review with Paul and his team a few weeks ago. I was given a detailed report on my investment performance. We discussed my lifestyle options based on my fund value and potential opportunities or risks in the future. Over the past nine years I have always received sound advise from Paul and I left with complete peace of mind.
Paul:
Norman, thank you for taking the time to leave such a thoughtful and positive review. We’ve been working together for around nine years now, and it’s been a real pleasure to support you through that journey and into retirement. I’m delighted to hear you’re enjoying this stage and that the recent review left you with complete peace of mind. Thanks again for your trust over the years — exactly how it should feel. PaulRepeat review
by a verified client in Down
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul McCoubrey helped you since your last review?
X
Paul:
Ryan, thank you for taking the time to leave such a positive review. We’ve known each other for many years now, and it’s been great to work alongside you and see the progress you’ve made along the way. I really appreciate your comments around clarity, responsiveness, and feeling fully understood — that’s exactly how the relationship should feel. Thanks again for the trust and continued support. PaulFirst impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Paul
Paul was extremely warm and welcoming and was very helpful in giving feedback on my questions.
Repeat review
by a verified client in Down
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul McCoubrey helped you since your last review?
As my situation has changed, Paul has been on hand to assist with decisions around this
Paul:
Brian, thank you for taking the time to leave such a positive review. It’s been great to see the work we did in the lead-up to your retirement really pay off, and I’m delighted that retirement has been such an easy and comfortable transition for you. I also appreciate your comments about me being on hand as your situation has changed — that ongoing support is exactly what the planning is there for. Thanks again for your trust and your business, and I’ll see you in due course. Paul