Paul Taylor

Review from verified client

July, 2021

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

I have been dealing with John Cannaby Associates for many years and have annual reviews with Paul to sense check that my money is being well managed

How has Paul Taylor helped you?

Paul reviewed how my various funds were performing along with the level of charges. He was able to demonstrate that I could reduce my costs whilst maintaining a good level of return

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

I am very happy with the service, professional, efficient, reliable and friendly. Can’t identify any areas for improvement - Excellent!!

Review from verified client

July, 2021

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

Private pension due and looking to retirement

How has Paul Taylor helped you?

Paul explained in laymans terms the different options

Have you seen the outcome you were hoping for?

Early days

What could they have done better?

Paul gave me the confidence to make the right choice

Review from verified client

July, 2021

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

looking for investment advice

How has Paul Taylor helped you?

Looked at my risk profile with regard to investing and explained my options

Have you seen the outcome you were hoping for?

Yes better returns than leaving in the bank.

What could they have done better?

Nothing

Review from verified client

July, 2021

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

Realised I needed to get my retirement planning in place

How has Paul Taylor helped you?

Arranged and set up new pension arrangement

Have you seen the outcome you were hoping for?

yes considering Pandemic

What could they have done better?

nothing

Review from verified client

March, 2021

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

My circumstances changed

How has Paul Taylor helped you?

Needed advice on investments solutions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2020

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

I was looking for an alternative pension provider

How has Paul Taylor helped you?

Paul made an assessment of my pension and the management fees i was paying per annum . He was able to offer me a reputable pension provider and reduced management fees.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing , Paul's service was excellent from day one , it was a pleasant and professional service . He explained each step of my pension assessement and transfer clearly .

Review from verified client

November, 2020

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

My partner and I were after life insurance.

How has Paul Taylor helped you?

Paul met with us both and found us a brilliant deal (cheaper than any comparison site). Very professional.

Have you seen the outcome you were hoping for?

Yes definitely!

What could they have done better?

Nothing! Brilliant.

Review from verified client

November, 2020

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

Change to self-employment, so needed to set up a personal pension.

How has Paul Taylor helped you?

Paul advised on a new pension product and also on consolidating other pension pots from past employers.

Have you seen the outcome you were hoping for?

Yes - the new product is ideal for my needs and I now have all of my pension funds in one account, which is more cost-efficient and easier to manage.

What could they have done better?

N/A

Review from verified client

January, 2020

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

Having turned 40 felt it was necessary to look at setting up a pension

How has Paul Taylor helped you?

Gave advice on my pension options

Have you seen the outcome you were hoping for?

yes

Review from verified client

January, 2020

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

Felt it was time to sort out a pension

How has Paul Taylor helped you?

Needed advice on my pension options.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2019

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

Investment

How has Paul Taylor helped you?

Paul made sure this process was simple and easy. Paul explains everything clearly to ensure I fully understand. Choosing Paul as a financial advisor was the beat choice I made, Paul listens and gives me the best advice to fit what I want out of my investments. I would recommend Paul to anyone, especially anybody who is investing for the first time. Paul gave me trust and confidence in this process.

Have you seen the outcome you were hoping for?

I have recieved a greater outcome than I first envisioned, this is thanks to Pauls continuous help to ensure I get the best out of my investment.

Review from verified client

December, 2019

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

Life insurance and partner was looking at pension advice and future planning

How has Paul Taylor helped you?

Looked at the market for life insurance for our mortgage. Paul gave us the facts and information for us to make an informed decision

Have you seen the outcome you were hoping for?

Yes we have taken out a life insurance policy

What could they have done better?

Nothing. Friendly, knowledgeable and able to discuss options

Review from verified client

August, 2019

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

Medically retired early

How has Paul Taylor helped you?

Talk me through all options in terms we could understand, comes to the house as I am disabled

Have you seen the outcome you were hoping for?

Yes very satisfied

What could they have done better?

I feel there is nothing more could be done,

Review from verified client

August, 2019

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

Retirement.

How has Paul Taylor helped you?

Centralised our pension arrangements.

Have you seen the outcome you were hoping for?

Too soon to comment.

Review from verified client

August, 2019

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

I needed a trustworthy financial adviser to help put some pension plans in place. I had previously been the victim of a fraudulent company and had lost some money. Paul was recommended to me and I'm pleased to say he has been brilliant - my investments/pension and now performing well.

How has Paul Taylor helped you?

I received good financial advise and was able to make wise investments. Paul always takes time to explain thoroughly, even though it's clear that I have very little knowledge in this area. My investments are performing well and Paul has been able to advise on other financial matters too.

Have you seen the outcome you were hoping for?

Investments are doing better than I expected them too.

What could they have done better?

So far I have been pleased with the service and I cannot think of anything that could have been done better.

Review from verified client

August, 2019

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

Inherited some money

How has Paul Taylor helped you?

Provided me with suitable investment advise with my inherited money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, happy with all the advise given.

Review from verified client

July, 2019

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

Coming up to retirement we needed expert advice on how to get the best from my pensions

How has Paul Taylor helped you?

Paul gave clear and concise information that enabled us to make the best choices. If we didn't understand anything, Paul would go over anything again that we were unsure of, until we were comfortable to make a decision.

Have you seen the outcome you were hoping for?

It's been just over two years since we invested our money and it's been a bit rocky at times, what with Trump and Brexit but, overall our investments have shown an healthy increase. Far better than we could with the high street banks.

What could they have done better?

We am completely satisfied with the initial and ongoing support Paul is giving us.

Review from verified client

July, 2019

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

I initially needed advice on investing a private pension to provide a regular small income. Subsequently on the sale of my house I sought advice on long-term investment of my savings.

How has Paul Taylor helped you?

He conducted a thorough review of my circumstances and discussed a wide range of options, explained clearly how different types of financial investments work, their advantages and limitations and management costs involved.

Have you seen the outcome you were hoping for?

It is still early days from the time of my new investments but I have already seen early benefits I was hoping for.

What could they have done better?

I cannot think of anything here.

Review from verified client

July, 2019

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

Looming retirement!

How has Paul Taylor helped you?

Explained all my options,made sensible suggestions and guided me through the whole process.

Have you seen the outcome you were hoping for?

Yes ,pretty well

What could they have done better?

No nothing