Paul's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 1 )
Pensions ( 90 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 71 )
Auto Enrolment ( 1 )
Investments and Savings ( 99 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 35 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 64 )
Financial Mentoring ( 15 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 33 )
£100k - £200k ( 16 )
£50k - 100k ( 4 )
Up to £50k ( 3 )
Review
by a verified client in Manchester
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was planning to retire and was looking for a local advisor. I found the details here: https://www.moneyhelper.org.uk/en/pensions-and-retirement/taking-your-pension/find-a-retirement-adviser
How has Paul Handford helped you?
By providing expert advice on my options and putting together a plan for my retirement.
Have you seen the outcome you were hoping for?
Yes, the outcome is exactly what I was hoping for.
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was seeking financial advice for medium to long-term investments.
How has Paul Handford helped you?
Paul has been incredibly helpful in clearly explaining the investment options available to me in a straightforward manner. This was greatly appreciated given my lack of experience in investing. Paul offered numerous suggestions that fit with my short, medium, and long-term plans based on my risk assessment score and was always prompt in responding to any query I had.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing at all, Paul has been incredibly helpful.
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was widowed so wanted to protect my pensions. Additionally I was looking at early retirement and without Paul's advice and guidance I wouldn't have been able to achieve this.
How has Paul Handford helped you?
In many areas- investments, tax efficiency, savings and pensions.
Have you seen the outcome you were hoping for?
Yes most definitely.
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Took early retirement
How has Paul Handford helped you?
Investments Protection IHT Pensions
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Every aspect in our personal capacity was covered professionally and good results
Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement advice
How has Paul Handford helped you?
clearly explained all my options and set up a retirement income
Have you seen the outcome you were hoping for?
not yet operational but looks ok
What could they have done better?
nothing