Paul Huggins

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

We were interested in investing in stocks and shares.

How has Paul Huggins helped you?

Paul has given us good advice over the years we have been with him.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Investments go up and down and Paul is good at reminding us not to panic!

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

Imminent retirement and a wish to make sensible investments.

How has Paul Huggins helped you?

Extremely helpful advice and explanation of the options and risks for both an existing pension and new investments. We are fairly new to investing and Paul has been great in explaining how things work and the options available to us, and then putting in place new arrangements in line with our choices.

Have you seen the outcome you were hoping for?

We have just started investing so too soon to say.

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

increased pension contribs

How has Paul Huggins helped you?

pension payment set up

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

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

I needed advice on my personal pension

How has Paul Huggins helped you?

Helped me while i was building up my pension pot and then further assistance when i started to withdraw from the pot once retiring

Have you seen the outcome you were hoping for?

Absolutely able to retire while still having enough money to live on

What could they have done better?

Not sure there is anything more they could do

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

I was approaching my planned retirement age, and wanted to check that I was in a financially viable position to retire. My circumstance was compounded by a looming redundancy and a recent inheritance.

How has Paul Huggins helped you?

Paul has helped to consolidate my finances, provide insight and advice and (taking into account the vagaries of investment) assurance that I am in a position to retire.

Have you seen the outcome you were hoping for?

Yes despite Trump!

What could they have done better?

I cannot think of anything off hand. Pauls advice i succinct and clear and at the pace required by his client (in this case me)