Reviewed for
Pensions ( 8 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Reviewers' assets
Client reviews
Review from verified client
December, 2020
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
I had a number of pension pots and I wanted to have these reviewed. Paul reviewed these and we found out one of these did not offer Flexible Access Drawdown, which I would like in my retirement. All options were investigated by Paul and he gave me the advice in this area as I required. I also had a number Isa's which Paul consolidated for me.
How has Paul Jouhal helped you?
As above
Have you seen the outcome you were hoping for?
Yes, and Paul will now give me on going advice as required.
What could they have done better?
NA
Review from verified client
October, 2020
Overall
Value
Service
Advice
Based in London
What were the circumstances that caused you to initially look for an adviser?
Poor performance of separate unmanaged and poorly managed pension funds
How has Paul Jouhal helped you?
To consolidate a number of separate pension funds into one managed fund/platform
Have you seen the outcome you were hoping for?
It is early days but is looking much better than my previous providers
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
I required a review of my Pension and the investment funds
How has Paul Jouhal helped you?
Paul reviewed my investment funds and gave me the advice I required
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Berkshire
What were the circumstances that caused you to initially look for an adviser?
I have a paid up final salary pension scheme and I required advice regarding this and Paul carried out the necessary research and explained my options to me .
How has Paul Jouhal helped you?
Explained all my options .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing else as far as I am concerned .
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Dorset
What were the circumstances that caused you to initially look for an adviser?
To review my existing pension and existing funds
How has Paul Jouhal helped you?
Reviewed my pension and the existing funds and made recommendations accordingly
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing that I am aware of
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
My isa rates were too low and I was looking to get a better rate of return than inflation.
How has Paul Jouhal helped you?
Paul looked at my overall situation and gave me advice which was appropriate to my circumstances.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. The advice I was given was above and beyond what I expected.
Paul's reply
Thank you Catherine for your kind words
First impression from a user who is not yet a client
November, 2019
Overall
Please provide a brief comment about your experience with Paul
Paul was a great help and I will be using him for all my future financial advice. Many thanks Malcolm
First impression from a user who is not yet a client
October, 2019
Overall
Please provide a brief comment about your experience with Paul
Good experience so far
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Suffolk
What were the circumstances that caused you to initially look for an adviser?
Paul was recommeded by a friend as I wantef to review my pension
How has Paul Jouhal helped you?
Paul reviewed my pension and advised me accordingly
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Nothing
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Berkshire
What were the circumstances that caused you to initially look for an adviser?
Have various pots of money in different places so wanted to know best way of bringing them together in a tax efficient manner.
How has Paul Jouhal helped you?
Gathered and analysed all the different accounts and investments and advised me accordingly.
Have you seen the outcome you were hoping for?
Yes. This will be subject to review on a regular basis.
What could they have done better?
I really could not find any fault . advice was excellent .
Review from verified client
November, 2018
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Wanted a review of my current financial health
How has Paul Jouhal helped you?
Looked at my overall situation and made recommendations accordingly.
Have you seen the outcome you were hoping for?
Yes...exceeded my expectations.
What could they have done better?
No.
Review from verified client
August, 2018
Overall
Advice
Service
Value
Based in Dorset
What were the circumstances that caused you to initially look for an adviser?
To consolidate several pension pots.
How has Paul Jouhal helped you?
Reviewed and proposed advantageous plan.
Have you seen the outcome you were hoping for?
Yes, and this will be reviewed on a regular basis by Paul.
What could they have done better?
Norhing
Review from verified client
June, 2018
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
You was looking to get advice on your pension fund as advised by Pension Wise.
How has Paul Jouhal helped you?
He explained all the options ope to me.
Have you seen the outcome you were hoping for?
Yes. The service now will be on going.
Review from verified client
April, 2018
Overall
Advice
Service
Value
Based in West Midlands
What were the circumstances that caused you to initially look for an adviser?
My pension had not been reviewed for number of years.
How has Paul Jouhal helped you?
He gave me a complete in depth review of my pension,.
Have you seen the outcome you were hoping for?
Yes. Paul has been reviewing my situation on a regular basis.
Review from verified client
April, 2018
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
We needed financial advice.
How has Paul Jouhal helped you?
He gave us sound financial advice.
Have you seen the outcome you were hoping for?
Yes. Paul reviews our situation on a regular basis.
Review from verified client
April, 2018
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
Because I needed professional financial advice.
How has Paul Jouhal helped you?
My advisor reviewed my overall financial situation and current investments, and provided solutions for my personal needs.
Have you seen the outcome you were hoping for?
Yes. I have known Paul for over 15 years and have complete confidence in his judgement. My situation is reviewed by Paul regularly.
Review from verified client
April, 2018
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
I had investments and I needed to have them reviewed by someone else.
How has Paul Jouhal helped you?
By arrangement he reviewed my package and gave me his overview and advice.
Have you seen the outcome you were hoping for?
Yes. The long term aims and objectives have been met over the 20 year period I have known Paul.
Review from verified client
April, 2018
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
to review existing investments.
How has Paul Jouhal helped you?
with good research and advice, particularly relating to my requirements of ethical investments.
Have you seen the outcome you were hoping for?
Yes, and ongoing regular reviews.
What could they have done better?
Not in any way that I can think of.