Paul Huggins

Please provide a brief comment about your experience with Paul

Paul replied with a phone call within a very short time after receiving my email inquiring about he's services. We arranged a meeting and following our conversation I have agreed for Paul to proceed as my Financial Advisor.

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

I had several different policies and really was confused about what to do with them and so when I met Paul he helped me to organise the whole of my finances and get it set up under the umbrella of a Transact account.

How has Paul Huggins helped you?

He has been reliable and helpful, slowly building my knowledge of how to manage my Pensions and Life Insurance policies.

Have you seen the outcome you were hoping for?

Yes indeed, I am very happy with how my finances have progressed over the period he has been my advisor

What could they have done better?

Nothing

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

Early retirement

How has Paul Huggins helped you?

Given advice on realising the potential of the assets we have

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 had a final salary pesion and wanted to cash it in

How has Paul Huggins helped you?

Great advise and always available to contact.

Have you seen the outcome you were hoping for?

Somewhat the market is a little volatile, but feel my investment is in safe hands

What could they have done better?

nothing

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

Sneed for professional advice

How has Paul Huggins helped you?

Organised our savings into a tax efficient wrapper. Help with investment accounts.

Have you seen the outcome you were hoping for?

Slow improvement due to market forces

What could they have done better?

All good