Paul Muckle

Quilter Financial Advisers Ltd

Paul's reviews

Reviewed for

Insurance and Protection ( 8 )

Mortgages ( 8 )

Pensions ( 11 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 11 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 1 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 11 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 1 )

£100k - £200k ( 1 )

Up to £50k ( 8 )

£50k - 100k ( 5 )

First impression

by a VouchedFor user

6 days ago

Overall

Please provide a brief comment about your experience with Paul

Helped me to understand the retirement scheme better and what options are available to me.

Paul:

Thanks for the review. Really happy to have helped you better understand your schemes and glad you feel you better understand how they work.

Review

by a verified client in Argyll

24 days ago

Overall

Advice

Service

Value

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

Attended a webinar through the RCN on Pensions. Support services was offered regarding my finances.

How has Paul Muckle helped you?

Paul provided an overview of the financial management process, distinguishing between savers and investors and investments products and their type & level of risk. Additionally, a cash flow plan was developed to illustrate the potential return on my savings and investments over the next 27 years, with will be crucial for my retirement planning. Paul showed great patience and support in my derisiveness and empathy in the recent passing of my father.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

Paul:

I'm glad to have been able to help, and really pleased you found the plan and the time spent discussing it useful. I often find that these plans help tackle indecisiveness and give people confidence to take a big step, like retiring early, or spending their savings. I plan to touch base with you again soon to see how you're getting on, but please feel free to get in touch with me whenever you need. Best Regards, Paul

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Paul

Provided excellent information about my health service pension. Very knowledge.

Paul:

Thank you for taking the time to leave a review, very happy to have been able to help!

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Paul

Paul was very helpful. He is professional and has a wealth of knowledge in finance.

Paul:

Thanks for taking the time to leave feedback, very happy to have been able to help

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Paul

Very easy to talk to, listened and seemed very genuine.

Paul:

Thank you very much for taking the time to leave a review, and I'm glad you found it easy to discuss certain topics. Best Regards, Paul