Paul Brown

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

Pension Planning

How has Paul Brown helped you?

Paul has helped me build a plan that sets out realistic goals and targets for my retirement that aligns with my expectations and timing.

Have you seen the outcome you were hoping for?

I have seen good, positive trajectory with respect to my investments and the end goals.

What could they have done better?

Maybe more advice of ways to be more tax efficient with income.

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

I needed advise on my many pensions.

How has Paul Brown helped you?

Paul has looked into my many pensions and have provided brilliant advise all they way. Kept me informed about all processes and I am now in the process of transferring my pensions into one pot.

Have you seen the outcome you were hoping for?

I am in the process of transferring and believe I will see the outcome I was advised was the best option for me.

What could they have done better?

The whole process with Paul has been well informed.

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

I had recently retired and wanted to find a new home for my company pension pot.

How has Paul Brown helped you?

Paul helped me with understanding the True Potential investment portfolios and their associated risks. Eventually tailoring my investment platform with my attitude towards risk in the longer term

Have you seen the outcome you were hoping for?

No not really but given the market conditions that's perfectly understandable. I have neither made or lost money over the past 2 years. excluding the devaluation impact of inflation. I put that down to my TP portfolio investment plan which did not heavily expose me to the impact of the rapid decline in the bond markets in 2022.

What could they have done better?

Not really sure what my advisor could have done better for me. We did once discuss annuities but that all turned out to be unsuitable for me.

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

I wanted to look at future pension options now I am in my 60's

How has Paul Brown helped you?

Paul's approach was to ask what I wanted and then help me make it happen

Have you seen the outcome you were hoping for?

I think so but it is too early to tell yet.

What could they have done better?

Nothing I can think of

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

I was being made redundant, he was in my workplace seeing a number of employees and I sought some pension advice from him.

How has Paul Brown helped you?

He helped me consolidate my savings and investments into an easy to manage portfolio and has given general advice on if/when to claim pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing