Paul's reviews
Reviewed for
Insurance and Protection ( 45 )
Mortgages ( 33 )
Pensions ( 83 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 48 )
Auto Enrolment ( 2 )
Investments and Savings ( 82 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 38 )
Long Term Care ( 17 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 84 )
Financial Mentoring ( 28 )
Financial Coaching ( 23 )
( 2 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 26 )
£100k - £200k ( 12 )
£50k - 100k ( 13 )
Up to £50k ( 8 )
Repeat review
by a verified client in Down
a month 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?
Paul has continued to provide sound, timely advise. Our financial plan has not needed any major changes.
Repeat review
by a verified client in Antrim
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?
Paul has continued to deliver the same excellent support he has always delivered.
Repeat review
by a verified client in Down
3 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?
We have been kept up to date with our present investments and how to improve on a past investment.
Paul:
Thank you Derick, I really appreciate you taking the time to leave such a positive review. I’m delighted that you feel informed and up to date with your investments, and that our conversations have helped give clarity around improving previous arrangements and keeping things moving in the right direction. It’s also great to hear that our communication is clear and easy to follow — that’s something we put a lot of focus on as a business. Thank you again for your continued trust and support, it’s very much appreciated.Repeat review
by a verified client in Fermanagh
3 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?
Paul has always been on the end of a phone when I needed advice on our pension. He was also able to advise when our daughter wanted to start a lifetime ISA.
Paul:
Here’s a good reply — warm, personal and professional without sounding robotic: Thank you Derek, I really appreciate you taking the time to leave such a positive review. We’ve made a lot of progress together over the last couple of years, so I’m delighted you feel more confident and on track with your planning. I’m also glad we could help with your daughter’s Lifetime ISA and be there whenever you needed advice or reassurance around your pensions. Thanks again for your continued trust and support — it’s genuinely appreciated. PaulRepeat review
by a verified client in Down
5 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?
Paul has helped with my pension planning. He has advised on where my pension is best invested .
Paul:
David, thank you for taking the time to leave such a positive review. We’ve been working together for a number of years now, and it’s great to see the progress you’ve made with your pension planning. I’m really pleased the advice around how your pension is invested has given you confidence and clarity. Thanks again for your continued trust — it’s a pleasure working with you.