Reviewed for

Insurance and Protection ( 19 )

Mortgages ( 5 )

Pensions ( 129 )

Equity Release ( 9 )

Retirement income (annuities, drawdown) ( 77 )

Auto Enrolment ( 1 )

Investments and Savings ( 155 )

Pension Transfers - Non Specialist ( 35 )

Inheritance Planning ( 44 )

Long Term Care ( 18 )

Pension Transfers - Specialist ( 23 )

Financial Planning ( 50 )

Financial Mentoring ( 10 )

Financial Coaching ( 4 )

Reviewers' assets

£500k+ ( 25 )

£200k - £500k ( 32 )

£100k - £200k ( 17 )

Up to £50k ( 6 )

£50k - 100k ( 21 )

( 3 )

Client reviews

First impression from a user who is not yet a client

April, 2024

Overall

Please provide a brief comment about your experience with Paul

Paul was helpful, knowledgeable and not pushy to upsell more products or services. I got all the information I needed and very quickly following my enquiry.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Wiltshire

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

I had a lump sum on retiring and couldn't find any investments with a reasonable return. A family member recommended Paul.

How has Paul Huggins helped you?

Paul has given me sensible advice on investments. He takes time to find out what is suitable for me now and for the future and takes into consideration what I am comfortable with.

Have you seen the outcome you were hoping for?

Yes. I have had good returns considering the financial situation of the last 9 years. I am fully aware that markets go down as well as up and don't expect a quick return.

What could they have done better?

Nothing really. They are always available and explain things clearly. I have no complaints.

Paul's reply

Thank you for your feedback and taking the time to leave a review, this is greatly appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

How to invest my private pension and bonds

How has Paul Huggins helped you?

Giving sound financial advice always very responsive to my needs

Have you seen the outcome you were hoping for?

Yes although the challenging times have proven challenges

What could they have done better?

Nothing dealt with any financial advice professionally

Paul's reply

Thank you for your feedback and taking the time to leave a review, this is greatly appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

Money to invest.

How has Paul Huggins helped you?

Explained things very well with clear graffics and in depth explanations.

Have you seen the outcome you were hoping for?

No but that is due to the Financial situation of the whole World.Notjing

What could they have done better?

Nothing.

Paul's reply

Thank you for your feedback and taking the time to leave a review, this is greatly appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

Because it makes sound advice to have an adviser

How has Paul Huggins helped you?

With pensions

Have you seen the outcome you were hoping for?

It’s all in planning

What could they have done better?

Nothing I don’t think

Paul's reply

Thank you for your review and valued feedback.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

Advice needed for a private pension

How has Paul Huggins helped you?

Advised me on investments best suited.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Thank you for your review and feedback, this is much appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

I wanted to consolidate my various pension pots and understand my financial position now and looking ahead to retirement. Specifically understanding when I could retire.

How has Paul Huggins helped you?

Helped consolidate pensions into one pot and platform which I can easily access to see my investments. Helped give us scenarios as to possible retirement dates.

Have you seen the outcome you were hoping for?

Yes overall.

What could they have done better?

Investments could have risen more but this is down to the macro economic environment of the last few years.

Paul's reply

Thank you for your feedback which is greatly appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

needed advise on my final salary pension

How has Paul Huggins helped you?

released my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Paul's reply

Thank you for your feedback which is greatly appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Warwickshire

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

Needed advise on pensions, savings, ISA’s etc

How has Paul Huggins helped you?

Paul has arranged my finances in an easy and understandable way, with easy access and ability to track your investments online

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thank you for your feedback which is greatly appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

Paul Huggins was recommended by a previous financial adviser who retired.

How has Paul Huggins helped you?

Peace of mind in a confusing financial world.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Paul's reply

Thank you for your feedback which is greatly appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

My husband has Alzheimer's and l felt,with the family's backing, that professional help was needed .

How has Paul Huggins helped you?

He has given us financial advice and suggested that we update our wills with a local solicitor.He has reassured us of the financial consequences if we have to pay for residential care in the future.

Have you seen the outcome you were hoping for?

We feel that it is early days and work in progress.

What could they have done better?

I don't feel qualified to suggest changes but Paul is always approachable and explains things well and ready to answer questions.

Paul's reply

Thank you for your valuable feedback, greatly appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

Recommend by an associate

How has Paul Huggins helped you?

Sound investment for retirement income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Thank you very much for your valuable feedback.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Berkshire

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

Transfer of inheritance investments; management of pensions; financial planning.

How has Paul Huggins helped you?

Options to invest monies, choice of funds, financial planning over short term through long term

Have you seen the outcome you were hoping for?

Paul is a professional, very capable financial consultant, who provides great advice while understanding one's personal circumstances.

What could they have done better?

I am very happy with Paul's services and have no problems in this regard.

Paul's reply

Thank you very much for your valuable feedback.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

Needed professional advice on what to do with my pension

How has Paul Huggins helped you?

Increase my pension pot

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Thank you very much for your valuable feedback.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

I had a pension that was not increasing in value. An adviser had been given my name and kept calling me and finally gave up as I wasn't answering. Paul Huggins was passed my information and he rang and I finally gave him some time. He appeared to be honest, there was no pressure and he explained what he could do in simple language. As a result I signed up with Paul

How has Paul Huggins helped you?

He gave me the confidence to invest more monies into my pension fund. He showed me how I was making money despite the fact that I was taking money from my pension every month.

Have you seen the outcome you were hoping for?

Yes absolutely. I just wish I could have met Paul 10 years ago

What could they have done better?

I see Paul once a year, however I would like to see him at least every 6 months.

Paul's reply

Thank you very much for your valuable feedback.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

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

I needed financial advice after the death of my husband

How has Paul Huggins helped you?

Paul has been an enormous help

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing that i can think of

Paul's reply

Thank you very much for your valuable feedback.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Paul

Very clear and helpful on an involved subject

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Paul

Initial conversation: knowledgeable, trustworthy helpful advice. Not at all pushy. Happy to focus on my specific questions rather than a load of tangents. Off to a good start

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Paul

Friendly and explained well

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

Needed advise

How has Paul Huggins helped you?

20 yrs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

I needed to ask for help managing my financial affairs after divorce.

How has Paul Huggins helped you?

Always available with help and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

Paul took over existing IFA business

How has Paul Huggins helped you?

Pension Investment, Life policys and Insurance policies for work related items

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All good

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

I was possibly going to be made redundant and wanted advice on choices for my pension pot

How has Paul Huggins helped you?

Pension planning and general financial advice

Have you seen the outcome you were hoping for?

Yes, luckily I am still working so that pension remains unchanged. Another pension Paul has helped me to transfer to gain a higher return

What could they have done better?

nothing , very happy with the service received

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

Pmesion consolidation

How has Paul Huggins helped you?

helped consolidate all my existing pensions and provided advice regarding retirement planning

Have you seen the outcome you were hoping for?

not yet - won't retire for another 5 years or so

What could they have done better?

nothing, very happy with the service and advice provided

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Complexity of my finances, particularly when being made redundant.

How has Paul Huggins helped you?

Invaluable advice on how to access pensions, to assist with long term financial planning, and other advice.

Have you seen the outcome you were hoping for?

Yes, and this wouldn't have been possible without his advice

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

Advice on pensions and investments

How has Paul Huggins helped you?

Paul has been very helpful

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Regular updates and additional updates when markets change significantly

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Provided very helpful advice about draw down of an off-shore investment. Provided detailed update of status of current Transact investments

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

By getting everything in order for my husband's retirement

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

To set up a private pension

How has Paul Huggins helped you?

Advice and setting up my pension

Have you seen the outcome you were hoping for?

Yes

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Keeps me updated on my risk assesment and readily available for advice.

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Very good advise and easily contactable

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

I was wanting to consolidate my existing pensions into one and seeing if and when it would be possible to retire

How has Paul Huggins helped you?

Paul has consolidated my pensions and advised me on when I could potentially retire based on my current situation

Have you seen the outcome you were hoping for?

Everything was going according to plan then we had the massive crash in the market and with the situation in Ukraine this has not helped. this has put a slight dent in the plan, however we are now seeing improvements

What could they have done better?

nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

I retired and needed professional assistance with my pension

How has Paul Huggins helped you?

Paul has made the pension details much clearer

Have you seen the outcome you were hoping for?

I don't think anyone could predict the events of the past few years .I think we must all look forward to a more profitable future

What could they have done better?

Nothing

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

We spoke recently regarding the current economic climate and Paul was reassuring on the areas that I wanted to discuss. Separately, I recommended an old friend speak to Paul about his own financial position and I know he was pleased with how the meeting went.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has got under the skin of our finances and family objectives and gives reasoned, considered, sound advice backed up by data. He uses facts/figures and trends to make his points and recommendations clearly. We have had several reviews and calls to navigate the Covid and subsequent Ukraine/financial crisis to check on strategy and plans. I have recommended Paul to friends and family who have taken up his services and advice and been equally pleased.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul keeps us well informed

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Warwickshire

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Numerous ways

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul continues to offer an excellent service. I have needed to seek his advice on a couple of occasions this year on other financial matters and he is always available, informative and helpful. It is reassuring to have his advice and expertise in these difficult times. I would not hesitate in recommending his services.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Great advice as always

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

He has given us advice on where is best to invest our little bit of extra income.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has always kept me up to date with advice about my financial requirements

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Supportive quality financial advice on a range of financial matters given in a timely/easy to understand manner.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul speaks in a layman's way without getting to technical, but you can understand he knows what he is explaining when he is talking to those who may not know or understand the fancy terms.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Having sold a performance car due to high market value I decided to invest that money. Paul gave advice having listened to what I wanted from that money.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has been in contact regularly to make sure I am happy with the way my investments were working.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Berkshire

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Kept me up to date with financial markets, professional and knowledgeable approach.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

We have been able to organise all my financial requirements to enable myself to retire on my 60th Birthday.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Its not just the last review - its the fact that Paul is there all the time - any queries concerns we have had - especially in the current economic climate, he has always been on hand to provide sound advice and guidance

Repeat review from verified client

November, 2022

Overall

Value

Service

Advice

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has kept me up to date with the progress of my investments and I am very happy with the out come .

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Paul Huggins helped you?

Helped with advice about investing retirement funds. Investing retirement funds on my behalf.

Have you seen the outcome you were hoping for?

No, but through no fault of Paul’s.

What could they have done better?

Nothing

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul is always ready to help me whenever necessary. Although my solicitor daughter sorted out the recent registering of trustee bonds, Paul advised me in the first place and my daughter told me he was most helpful when she phoned him.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has been there if I wanted to speak to him. Any time

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Kept me up to date with the value of my pension.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

He has pointed us in the right direction with regards to saving more or upping the payments on our mortgage.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Durham

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

I have been taking advise from Paul and his father before him for a very long time. When we lived in Kent, we used to see Paul approx. every 6 months. Since we moved to the North East of England, Lanchester near Durham, we have only had a face to face only once. My wife and I are in our eighties and I prefer not to have contact with Paul via Zoom on what has been happening to our investments over the year. I have some important points to discuss with Paul before year end, and he is hopefully going to visit us at home in December. The only advise I have requested from Paul since the last review by Zoom, was on investing in my current account on a one year deal following the increase in interest rates.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Discussion on the merits of house purchase in the October 2022 financial climate

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Advised and reviewed my investments

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has provided advice about an outstanding debt. We have followed his advice as it made complete sense.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Excellent service as always.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has repeatedly given me good advice on a series of financial matters ,always reachable and willing to help.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

I have known Paul for many years, I have great confidence in him and know l can always ask his advice.

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Paul

Very knowledgeable explained everything in layman’s terms

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Paul

A very friendly person, he gave us his expert advice in a manner we could easily understand. A true professional.

Paul's reply

Thank you very much for your feedback.

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Paul

Paul was most helpful with his advise. All though he personnally could not help us he steered us in the right direction. Would highly recommend him to anyone.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Paul

Paul was friendly and professional. He answered my questions and was very helpful.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Our pension pots was with another financial advisor who wanted to concentrate on mortgages so he recommended Paul to us.

How has Paul Huggins helped you?

Paul has help us immensely over the years by offering professional and friendly solid advise to my wife and me with regards to our pension pots. He has always been happy to advise us on all manor of financial matters we may have which we find very reassuring. He has the great skill and ability to explain the world of finance in a clear, precise yet simple way. We can highly recommend Paul to any one who has a private pension pot and needs help with investing it correctly.

Have you seen the outcome you were hoping for?

We have and are continuing to see the outcome we were hoping for. We completely trust Paul with our finances and find a great sense of well being after meeting with him.

What could they have done better?

There is nothing Paul could have done better for us.

Paul's reply

Thank you very much for your review and feedback.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

I'm not confident about dealing with financial affairs, and after divorce (my husband dealt with all financial matters) I felt I needed advice from a reliable and trustworthy advisor.

How has Paul Huggins helped you?

He suggested various ways in which I could invest my savings and pensions that would be secure and worry-free. He enabled me to plan my financial future with confidence.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of any improvement - I know Paul is on the end of a phone with helpful advice whenever I need it.

Paul's reply

Thank you very much for your feedback and review.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Paul Huggins helped you?

By advising to change pension

Have you seen the outcome you were hoping for?

Done better recently

Paul's reply

Thank you very much for your review and feedback, much appreciated.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

To consolidate all our finances onto one platform and ensure they were working efficiently for us.

How has Paul Huggins helped you?

Our pensions and investments are now all accessible on one platform and are maximising their potential within our risk profile.

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thank you very much for your review and feedback, greatly appreciated.

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

re-planning

Paul's reply

Thank you for taking the time to leave a review, much appreciated.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Retirement planning

How has Paul Huggins helped you?

Explanation of products that were suitable for the short and the long term time periods in a non pressurised approachable way.

Have you seen the outcome you were hoping for?

Early days....

What could they have done better?

No concerns on this apsect.

Paul's reply

Thank you very much for your review and feedback.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Pension advice and money to invest

How has Paul Huggins helped you?

Lots of advice and help to set up Pension and ISA

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Paul is always very patient and explains things so that I understand.

Paul's reply

Thank you very much for your review and feedback.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Review of pensions and best investments

How has Paul Huggins helped you?

Helped on all questions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing better

Paul's reply

Thank you very much for your review and feedback.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

I am near retirement and wish to optimise my pension

How has Paul Huggins helped you?

Paul listened to our individual needs and gave us informed choices

Have you seen the outcome you were hoping for?

yes pension fund transferred and performing well

What could they have done better?

Nothing, we appreciate the advice was fair and we felt no pressure to proceed.

Paul's reply

Thank you very much for your review and feedback.

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul communicates well and gives confidence in the process which is very helpful as retirement approaches.

Paul's reply

Thank you very much for your review and feedback, it is greatly appreciated.

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Surrey

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has been very responsive, and patient throughout the year. I no longer work, but he has given me good advice and answered all my questions in a very timely way, even when he's already answered them and I got confused! Examples this year include how to minimise my income tax bill given my change in circumstances, and how to continue to make pension contributions.

Paul's reply

Thank you very much for your review and feedback.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Sussex

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

Inheritance tax exposure.

How has Paul Huggins helped you?

Continuation from Simon Mason.

Have you seen the outcome you were hoping for?

Satisfactory.

Paul's reply

Thank you for your review and feedback.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

due to changing my job, I decided to seek advise regarding my pension situation

How has Paul Huggins helped you?

Paul was very helpful if helping and advising me on the best route forward in preparing for my retirement ,although it is some way off, now was the time I felt to make plans to grow my retirement pot

Have you seen the outcome you were hoping for?

yes, I have seen my pot grow more than it would have if I'd left it with Aviva

What could they have done better?

nothing that I can think of, very pleased with the service so far

Paul's reply

Thank you for your review and feedback, it is greatly appreciated.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

To invest retirement gratuity tuity

How has Paul Huggins helped you?

Information about investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Paul's reply

Thank you for taking the time to leave a review and for your feedback.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Looking for advice on pensions

How has Paul Huggins helped you?

Reviewed our situation and gave great advice and guidance

Have you seen the outcome you were hoping for?

Yes very pleased with the outcome

Paul's reply

Thank you for taking the time to leave a review and for your feedback.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Paul took over my existing IFA business

How has Paul Huggins helped you?

Consolidate pensions and re-invest

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing all good

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Pensions/investments

How has Paul Huggins helped you?

Kept things simple

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thank you for your review and feedback which is much appreciated.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Pension plan

How has Paul Huggins helped you?

My pension

Have you seen the outcome you were hoping for?

Give or take yes

Paul's reply

Thank you for your review and feedback which is much appreciated.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

Cash build up

How has Paul Huggins helped you?

Advised on where to invest

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nil obvious

Paul's reply

Thank you for your review and feedback, much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

To ensure that I was sensibly planning for the security of my family, that there were no surprises in what I could afford in terms of lifestyle and retirement possibilities + ensuring I will be able to support my daughters through their eduction and into early adult life.

How has Paul Huggins helped you?

Paul has been excellent, simplifying a variety of complex investments from previous IFA's into a single and simple investment fund matched to my personal risk/return appetite. Giving us simple and clear advice, monitoring of the performance of our funds and possible future outcomes. Excellent financial modelling for the long term picture of our investments and retirement - when it comes! Paul is trusted, I feel I can share my honest expectations for our financial and family plans with complete transparency. He is an excellent listener and very pragmatic in his suggestions.

Have you seen the outcome you were hoping for?

Yes our funds have progressed well, even through the challenging Covid market, there have been no nasty surprises and if anything the portfolio has out performed expectations.

What could they have done better?

There is nothing I could suggest that Paul should change in his approach.

Paul's reply

Thank you for taking the time to leave a review, and for your kind words.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Having some money from house move

How has Paul Huggins helped you?

Talked us carefully through all options for investing

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Thank you for your valued feedback.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

I returned to the UK in 2020 and needed help amalgamating savings in both AU and UK, Pension Plans and Investments, I also wanted to sell and buy a house and make best use of the money I had in various areas.

How has Paul Huggins helped you?

Paul Brough all my accounts together, provided advise on which to keep the same, which to move and which to use first with the least impact on future earning growth.

Have you seen the outcome you were hoping for?

Certainly

What could they have done better?

Nothing

Paul's reply

Thank you for your review and feedback, much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Paul Huggins helped you?

Helped myself and my wife set up a drawdown pension

Have you seen the outcome you were hoping for?

I didn't know what to expect however it's progressing nicely

What could they have done better?

Nothing I am aware of

Paul's reply

Thank you very much for taking the time to leave a review, it really is greatly appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Pension advice

How has Paul Huggins helped you?

Sorted everything start to finish

Have you seen the outcome you were hoping for?

Definitely yes

What could they have done better?

Not really, was kept informed all the way

Paul's reply

Thank you for taking the time to leave a review, much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

to obtain advise regarding my investments

How has Paul Huggins helped you?

by bringing all my small investments together to get better return

Have you seen the outcome you were hoping for?

yes, very satisfied

What could they have done better?

nothing

Paul's reply

Thank you for taking the time to leave a review, much appreciated.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Have not needed to contact Paul for advice. My annual review was clear, concise and comprehensive. Paul is always available for advice when needed. Weekly email economic reviews continue.

Paul's reply

Thank you for taking the time to leave a review, always greatly appreciated.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

He explained how the pandemic has had an effect on the markets and advised accordingly.

Paul's reply

Thank you for your feedback and for taking the time to leave a review, much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Reliable advice about financial matters.

How has Paul Huggins helped you?

Consistent reliable advice and recommendations. Lots of explanations about different portfolio aspects. Easy to contact and nothing seems too much trouble, personal touch.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I'm pretty pleased overall with what Paul has done.

Paul's reply

Thank you for your valued feedback and review.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has helped me enormously with investments since I benefited from my late mother's estate

Paul's reply

Thank you for your feedback and review, much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Had money to invest and needed advice/help for a long term financial plan.

How has Paul Huggins helped you?

Explained different options and was especially helpful in tax planning.

Have you seen the outcome you were hoping for?

Yes.

Paul's reply

Thank you for your valued feedback and comments.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Needed good sound uncomplicated advice

How has Paul Huggins helped you?

We feel he gave good advice in our pension planning and helped us through the system

Have you seen the outcome you were hoping for?

Yes we have had to alter and change things , and Paul was very helpful with advise and excitation

What could they have done better?

Nothing for us

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Wanted to start a private pension

How has Paul Huggins helped you?

He advised on the best product

Have you seen the outcome you were hoping for?

I've only just started it

What could they have done better?

Nothing that I can think of

Paul's reply

Thank you for taking the time to leave feedback, it really is welcomed.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

I needed a pensions specialist.

How has Paul Huggins helped you?

He set up and now manages my pension portfolio.

Have you seen the outcome you were hoping for?

Absolutely 100%. Paul has surpassed my expectations.

What could they have done better?

Nothing.

Paul's reply

Thank you for your feedback, much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Planning for retirement.

How has Paul Huggins helped you?

Gave options that allowed me to make informed decisions regarding pension income.

Have you seen the outcome you were hoping for?

Mostly

What could they have done better?

Have a crystal ball.

Paul's reply

Thank you for your feedback which is always greatly appreciated. The 'crystal ball' is still in its development stage, but I'm working on it!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Approaching retirement and payment of pensions .

How has Paul Huggins helped you?

Gave advice on investment. Guided us through best way to enhance income after retirement and has helped us manage our investments

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing comes to mind

Paul's reply

Thank you for your feedback which is always greatly appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Pensions

How has Paul Huggins helped you?

He took lots of time to explain everything to me and still does. Paul is always on hand to help with financial advice when we need it. Thank you Paul

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Paul's reply

Thank you very much for your feedback.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Investment requirements

How has Paul Huggins helped you?

Advice on investment options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Berkshire

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

Support for my Mother in managing her savings and investments. Dealing with her estate and beneficiaries' inheritance.

How has Paul Huggins helped you?

Sound, timely advice given whenever required.

Have you seen the outcome you were hoping for?

Yes, I'm very happy with Paul's support.

Paul's reply

Thank you very much for your feedback.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

I had recently come into a substantial amount of money from a relatives estate.

How has Paul Huggins helped you?

Paul took in depth information on my requirements from the money, future plans, expectations and what level of risk I found acceptable. He then presented options and fully explained the investment plan. Paul also put my mind at rest and comfortable with the decisions

Have you seen the outcome you were hoping for?

Yes, although it is early days for a long term investment

What could they have done better?

Nothing that I can think of.

Paul's reply

Thank you for your feedback which is always much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

To ensure our family finances are looked after to optimal effect.

How has Paul Huggins helped you?

By advising us in a professional yet caring manner. For being able to see the bigger picture and assist in making our finances work for us.

Have you seen the outcome you were hoping for?

Without a doubt!

What could they have done better?

No.

Paul's reply

Thank you for feedback which is much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Coming up too retirement age needed to organise my financial future.

How has Paul Huggins helped you?

Paul has help in every aspect of my financial planning he has been been a thoroughly professional advisor always available to answer any of my many questions

Have you seen the outcome you were hoping for?

Yes everything is coming together as we planned.

What could they have done better?

Absolutely nothing I would recommend him too all my friends and family.

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

I had pensions that had been frozen a number of years and did not know I could transfer them into an active pension fund.

How has Paul Huggins helped you?

Paul was recommended to me by a relative and he paid me a visit and discussed the options that were open to me. He asked what was my short or long term expectations were and then came up with a plan which he discussed in detail. Explaining costs and rewards from the plan.

Have you seen the outcome you were hoping for?

Paul keeps me updated on how my plan is progressing and is always available to discuss any matters that I may have concerns about. To this end and present day my plan is doing better than I thought I would and that’s because Paul is in regular contact by email and does not charge directly for his services.

What could they have done better?

Nothing plain and simple.

Paul's reply

Thank you very much for your feedback.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Pension advice

How has Paul Huggins helped you?

Gave good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

We needed someone who can provide advice for consolidation of pension 'pots'. Everyone else we tried to talk with , they made no sense of the process they would apply or follow. We contacted Paul and straight away such a difference. Explained everything in an easy and simple manner and instructed Paul to act on our behalf. Paul is always available for whatever query large or small ,and a consummate professional. Can thoroughly recommend Paul and the team , we feel you will not find anyone better.

How has Paul Huggins helped you?

By looking at the of pensions we had and merging them into one pension fund

Have you seen the outcome you were hoping for?

Yes 100% the choices for investment have been very productive even during the COVID pandemic

What could they have done better?

Nothing as far as I am aware

Paul's reply

Thank you for your feedback, it really is greatly appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Change in job roll and wanting financial advice and support about old and new policies.

How has Paul Huggins helped you?

Paul gave me sound advice, even going as far as to advice me to keep one of my policies where it was. Paul is a friendly professional who spoke in terms that I could understand. I felt his sincerity and that he had my interest at the forefront of our conversations.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Paul is knowledgeable, friendly, professional and amazing at what he offers to people. I would highly recommend him to family, friends and colleagues.

Paul's reply

Thank you very much for your feedback.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

To invest money and makes more than a bank could offer.

How has Paul Huggins helped you?

Very well, and answered all the questions I asked,I felt very comfortable with Paul and Paul is very easy to talk to .

Have you seen the outcome you were hoping for?

Yes I am pleased with the way my money has made money .

What could they have done better?

Nothing I can think of.

Paul's reply

Thank you for your feedback, much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

My late wife left some money in her will

How has Paul Huggins helped you?

He set up a portfolio of investments for me and my kids

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Can't say, I'm very happy with the service

Paul's reply

Thank you for your feedback, much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

3 Seperate pension with very little gain

How has Paul Huggins helped you?

Collated all my pensions and assessed my investment attitude and expectations Paul made this happen very easy

Have you seen the outcome you were hoping for?

Ten times better, so pleased with the results :-)

What could they have done better?

Told me ten years earlier

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

My business partner and I were keen to get a pension in place, along with myself looking for life insurance and long term investments.

How has Paul Huggins helped you?

Talked me through the best possible life insurances and got some quotes over extremely quickly and put a pension in place for my business partner and I.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

N/A

Paul's reply

Thank you for your feedback which is much appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

We have been with Paul for many years for ongoing maintenance of our ISA's and pensions and all financial matters

How has Paul Huggins helped you?

Paul is always clear and concise on ensuring we understand where we are, what is going on in the markets and what we need to consider changing. He has been exceptional in helping us understand and explore what early retirement would look like financially.

Have you seen the outcome you were hoping for?

absolutely

What could they have done better?

nothing

Paul's reply

Thank you for your feedback which is greatly appreciated.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Cornwall

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

Approaching retirement and really needed advice on pension options and investment

How has Paul Huggins helped you?

Paul evaluated and explained the options available to us for our pension. The process was robust, detailed and honest

Have you seen the outcome you were hoping for?

The outcome was better than expectations, flexibility, access, advice and we class Paul not just as our Pension and Financial Advisor but a family friend

What could they have done better?

Nothing at all

Paul's reply

Thank you very much for the feedback!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

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

Our children were left some money in trust.

How has Paul Huggins helped you?

Paul invested our children’s money for us. He has also helped us with our pensions.

Have you seen the outcome you were hoping for?

Yes definitely!

What could they have done better?

Not sure he could of done anything better.

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Checking in as to whether my needs or plans had changed.

Paul's reply

Thank you for your feedback which is always greatly appreciated.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul continues to provide sound advice on how best to invest in our pension fund. Taking a lot of the worry off our shoulders.

Paul's reply

Thank you very much for your feedback.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has enabled me to release funds to support my family through this covid crisis also advice on the best way to do this without hurting my pension pot

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

I BEEN WITH PAUL FOR THE LAST 18 YEARS AND THE ADVICE HE GAVE US WAS VERY GOOD AND I WOULD RECOMMEND PAUL TO ANY ONE

Paul's reply

Thank you very much for your feedback.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has been able to help me in the last year as l have moved home , and needed cash from my pension pot. the advice he has given me has been a great help. The money has made the house l bought go up in value over the amount l spent on it.

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Yes, he is advising me on a couple of old pensions that I have.

Paul's reply

Thank you for your feedback, much appreciated.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Excellent advice. No pressure to make decisions and always available when needed

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

As I said inn my last review, I am perfectly satisfied with the service and civility I receive from Paul. I trust him completely.

Paul's reply

Thank you very much for your feedback which is always greatly appreciated.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

As above

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Durham

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

My husband and I have been taking advise from Paul for over 20 years, and the last review, Which included an additional company linked to our investments, continues to be stable.

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

We have had regular updates by email and zoom calls.

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Annual review to ensure appropriate balance between growth and income. Paul also gave inheritance advice when we rewrote our wills.

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Advised and carried out the necessary actions to ensure that my investments are up to date

Paul's reply

Thank you for your feedback which is always greatly appreciated.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Advice regarding my pension

Paul's reply

Thank you for your feedback, much appreciated.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

No, however I know that if I needed any advice at all, Paul is always there at the end of the phone

Paul's reply

Thank you for your feedback, much appreciated.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

I have great confidence in Paul, l can always ask advice and have always been very pleased with Paul, his advice is very important to me.

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has always been at the end of a phone able to give me advice in any of my financial problems

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Again Excellent Financial Service.Always helpful with advice.Will always return calls quickly to offer help with any queries.

Paul's reply

Thank you for your feedback, much appreciated.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Kent

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

I have been with Paul for several years

How has Paul Huggins helped you?

Giving me detailed information on how to carefully invest for the future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to my knowledge

Paul's reply

Thank you for your feedback.

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has always kept me updated with regular newsletters.

Paul's reply

Thank you very much for your feedback.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

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

I have complex investments and don't have the time or knowledge to manage them myself!

How has Paul Huggins helped you?

Paul explained the changes to the pension rules over the last few years to me very clearly; he has set up an online portal for me to view my total holdings and created projections for me when it became clear I was going to lose my job, demonstrating what I would need to earn in future to maintain my preferred lifestyle and income. He helped me when my wife died a few years ago with managing the financial fallout of that, and also acted as a conduit for pension balance transfers for old schemes I am a member of.

Have you seen the outcome you were hoping for?

Yes, I have a good understanding of my financial position, and am working with pension transfer specialists to ensure I have sufficient funds should I be unable to find paid work again

What could they have done better?

I honestly can't think of anything. Paul has always taken my calls, and offered highly professional and very clear advice in a timely way.

Paul's reply

Thank you very much for your feedback which is much appreciated.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Kent

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

Wanted advice to get a good safe place to allow our nest egg to grow

How has Paul Huggins helped you?

Finding out what our expectations were and advising us of options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

With the current climate his advice has been spot on

Paul's reply

Thank you very much for your feedback.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Kent

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

Death of my husband

How has Paul Huggins helped you?

Paul was excellent with good investments

Have you seen the outcome you were hoping for?

Outcome has been really good so far

What could they have done better?

I wouldn't change anything he had done

Paul's reply

Thank you for your valued feedback which is always greatly appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

To plan for retirement.

How has Paul Huggins helped you?

Paul did all the work of summarising my investments, advising on which ones to change or leave and matching to my retirement plans.

Have you seen the outcome you were hoping for?

Yes and I no longer worry as its in good hands.

What could they have done better?

Very relatable and easy to talk to, Paul explains complex markets very well.

Paul's reply

Thank you very much your feedback.

Review from verified client

November, 2020

Overall

Value

Service

Advice

Based in Kent

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

Investing the money from house sale.

How has Paul Huggins helped you?

Advice on wealth protection.

Have you seen the outcome you were hoping for?

Due to the current worldwide economical instability my portfolio is in a trough.

What could they have done better?

I do not consider that other advisors could have done better

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Weekly economic updates. Always available for advice

Paul's reply

Thank you for you feedback which is always greatly appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

I had other financial advisers and I was unhappy with their services.

How has Paul Huggins helped you?

He has a totally different approach to investments to what I had been used to. He explained everything to me in way I could understand. He helped me invest my money so it made money.

Have you seen the outcome you were hoping for?

Absolutely! My investments had done nothing in over 10 years. Within the first year with Paul I saw an improvement in my investments.

What could they have done better?

Nothing.

Paul's reply

Thank you very much for your feedback.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Essex

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

My Financial Advisor, at the time, decided to move away from financial services, for personal reasons, and introduced me to Paul, who he said had similar investment strategies and ethos to his own, and who was happy to look after my ongoing financial planning and advice requirements. It has so far proved to be the best advice he could have given me, following his withdrawal from the industry.

How has Paul Huggins helped you?

His financial and investment advice, in what has been, by any measure, exceptionally difficult times, with unstable financial markets and conditions, world wide, has helped ensure that my investments were protected from the worst of the turmoil, are recovering better than market average, and are now in a very good position to benefit from any, (hoped for), upturn in the markets!

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

In the first years of our relationship, I felt that there was not enough direct contact between us, however, there are now regular, (monthly), updates and annual reviews, so that is no longer a problem. I have no other issues at this time.

Paul's reply

Thank you for your review and feedback. I'm glad to hear my updates are reaching you, and I look forward to our Annual Review in May 2021.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Poor return from high street

How has Paul Huggins helped you?

Clear explanation & choice

Have you seen the outcome you were hoping for?

Up to the pandemic , hope next year improve again .

What could they have done better?

More updates

Paul's reply

Thank you for your feedback. I will ensure that you are registered to receive our weekly updates and personal commentary of the current important topics impacting investors.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Originally, I was looking for ways to boost savings and more recently I was thinking about taking voluntary severance from my employer.

How has Paul Huggins helped you?

Discussed various options and explained their implications.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything that could have been done better.

Paul's reply

Thank you for your valued feedback.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Retirement planning

How has Paul Huggins helped you?

His explanations of available pensions and the options that I had to chose from were first class

Have you seen the outcome you were hoping for?

Considering the current climate I am more that happy with the advise that has been offered

What could they have done better?

Notting that I can think off

Paul's reply

Thank you for your feedback which is much appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

We were looking for advise regarding pensions and our accountant for the past thirty plus years recommended Paul

How has Paul Huggins helped you?

Paul has helped mainly by informing us how to juggle various pensions into one holding trust and to draw down on one favourable one

Have you seen the outcome you were hoping for?

Most defiantly

What could they have done better?

We don't think Paul could have done anymore he keeps us well informed on all aspectsMany

Paul's reply

Thank you for your valued and positive feedback.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

I had a number of company and personal pensions which I wanted to review and possibly consolidate. Paul came highly recommended by a trusted friend.

How has Paul Huggins helped you?

Paul spent time listening to my needs and came up with a number of options for me to consider. His approach is both professional and personal.

Have you seen the outcome you were hoping for?

Yes. I consolidated my pensions as I had hoped and now have a proper retirement plan to work towards.

What could they have done better?

Nothing springs to mind!

Paul's reply

Thank you for your valued feedback.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

On the advice of my IFA, Paul Huggins was recommended to me for the purpose of investing heavily and cost effectively into my private pension.

How has Paul Huggins helped you?

Paul Huggins gives regular pensions advice to me and my colleagues, in order that we can retire early (age 55) with a large enough pension pot to see us through retirement. Paul's advice has been superb from day one!

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I can't honestly think of anything that could have been done differently.

Paul's reply

Many thanks for the positive feedback, greatly appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

I had an adviser that I didn’t like and didn’t feel had my best interests at heart but I knew I needed help

How has Paul Huggins helped you?

I instantly felt Paul was trustworthy and he has given me solid and positive advice for several years now. Meanwhile he has simplified my pensions and savings and given my whole portfolio a clarity it had been lacking for most of my life.

Have you seen the outcome you were hoping for?

Absolutely!!

What could they have done better?

Can’t think of anything

Paul's reply

Thank you for your feedback which is much appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

To advise me on the best way for me to arrange and organize my private pensions

How has Paul Huggins helped you?

Paul helped in a number of ways with result that I am very confident not only in his abilities but also with his knowledge of the market place

Have you seen the outcome you were hoping for?

Yes. Overall and over a number of years I have benefitted for his advise and methods

What could they have done better?

I am not sure what he could have done better. He has advised me and the results seem to show that what he advised and the results expected have generally materialized

Paul's reply

Thank you for your feedback which is much appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

We was looking for some where to invest our money .

How has Paul Huggins helped you?

He was very helpful ad explained every thing to us .

Have you seen the outcome you were hoping for?

Yes very pleased nothing that we know of .

What could they have done better?

Nothing really

Paul's reply

Thank you for your feedback.

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Paul

Paul has been an invaluable advisor and I would not hesitate to recommend him to others see financial adv

Paul's reply

Thank you for your valued feedback.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Retirement, pensions, house move

How has Paul Huggins helped you?

Developed all my savings into a straightforward but effective wrapper

Have you seen the outcome you were hoping for?

Yes, although Covid pressures impacted on those outcomes

What could they have done better?

He. Was very helpful

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

I had a number of pensions some frozen and some still running along with pensions that had changed company names, my main purpose was to be able to find out what the value of my pensions were and if I could draw on them to enable me to take a less stressful job

How has Paul Huggins helped you?

He managed to find out where they all were and what they were achieving and gave me a number of different options that I could do with them

Have you seen the outcome you were hoping for?

Without doubt paul has given me everything I needed to achieve my goal

What could they have done better?

Nothing, I had some ideas of what I wanted, some were realistic and some were just dreams he went through them with me and gave me great advice

Paul's reply

Thank you for your feedback, it's great to hear your goals have been achieved.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Long standing relationship with Paul.

How has Paul Huggins helped you?

Maintain and advise on our financial investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I just wish to see Paul more often! I look forward to one day of his visits after the end of Covid-19

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Investment and advise

How has Paul Huggins helped you?

He supported my husband in sorting out his pensions and he supported me investing an inheritance

Have you seen the outcome you were hoping for?

Yes the pot is growing

What could they have done better?

Nothing that I know of

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

needed advice on my pension

How has Paul Huggins helped you?

Gave me excellent advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing.

Paul's reply

Thank you for your feedback which is much appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

My husband had bits and pieces of pensions, I had a frozen pension that was not doing particularly well and I think we needed general pension advise

How has Paul Huggins helped you?

He consolidated my husband's pension, invested my frozen pension pot. He also gave us a road map based on our circumstances and aspirations

Have you seen the outcome you were hoping for?

Things are as good as we would expect

What could they have done better?

I think we have been given robust, complete advice, so nothing to add

Paul's reply

Thank you for your feedback which is greatly appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

To look into a pension

How has Paul Huggins helped you?

He organised the pension as well as helping us with an investment for our children

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thank you for your feedback which is greatly appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Leicestershire

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

Linking pensions

How has Paul Huggins helped you?

He linked them for investment

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

We wanted to invest our pensions

How has Paul Huggins helped you?

Paul gave us some very good advice, and takes time to explain

Have you seen the outcome you were hoping for?

Yes, we are very pleased with our outcome

What could they have done better?

Nothing

Paul's reply

Thank you for your feedback which is always appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Paul Huggins helped you?

All he could thanks Paul

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Thank you for your feedback which is greatly appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

A need to make sensible decisions about our assets

How has Paul Huggins helped you?

He advised us about the best portfolio for our main capital and then gave very good advice on equity release when we needed to purchase a flat in London.

Have you seen the outcome you were hoping for?

I believe so

What could they have done better?

I cannot fault him.

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Paul Huggins helped you?

Planning and safeguarding for the future

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thank you for your feedback which is always appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Essex

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

Came into a pension pot that l did not now about. Paul helped me very much, and gave me good advice.

How has Paul Huggins helped you?

He invested the pension wisely as l did not want to take a big risk at my age.

Have you seen the outcome you were hoping for?

Very pleased with the way my investment has gone.

What could they have done better?

There is nothing else he could have done. His advise has been first class.

Paul's reply

Thank you for your feedback which is greatly appreciated.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Paul Huggins helped you?

Gave options and explained everything to enable decision to be made.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really, as Paul is always at the end of the phone if I need him.

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2020

Overall

Service

Advice

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

He keeps us informed.

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

He has kept me updated regularly with my valuation of my investment and is always pleased to give advice on my position of my investment. he gives me confidence that it is been invested wisely with good returns

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul keeps me informed of what’s going on with my investments and I am perfectly satisfied with the service I get.

Paul's reply

Thank you for your feedback which is always much appreciated.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Durham

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Sound advice over the years have proved to be beneficial to me.

Paul's reply

Thank you for your review.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Since my last revue Paul has given me helpful advice about a pension.

Paul's reply

Thank you for your review and feedback.

Repeat review from verified client

November, 2020

Overall

Service

Value

Advice

Based in Oxfordshire

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Retirement and tax planning. Paul has been very helpful helping my parents investments (I had POA) and my duties as executor following their deaths.

Paul's reply

Thank you for your feedback. It was a pleasure looking after your parents for many years, I hope our working relationship will be even longer.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

As always quick to respond to my requests, questions and supportive in the advice I ask for. ! value his opinion and advice given, which has always been sound and honest.

Paul's reply

Thank you for your kind words and feedback, which is always greatly appreciated.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Setting up and managing a trust, also helps my husband with his pension

Paul's reply

Thank you for your feedback.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Advised and carried out the necessary actions to ensure that my investments are up to date.

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2020

Overall

Value

Advice

Service

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul's advice has been very helpful in investing or savings for our retirement. He has always been available to answer our questions.

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Excellent professional and efficient service from Paul and his team

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Sends regular updates

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul Has kept us up to date during the covid pandemic , which has very reassuring .

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

He has helped with continued advice and support

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

I have been extremely happy that Paul has been there for me during these very difficult times.

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Excellent Financial Service.

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Wiltshire

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Regular updates on the current situation. I haven't needed any specific advice recently but know Paul would be ready to help should I need it.

Paul's reply

Thank you for your feedback which is much appreciated.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Paul Huggins helped you since your last review?

Paul has always been extremely helpful,especially this last year when l moved home,

Paul's reply

Thank you for your feedback which is greatly appreciated.

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with Paul

Great experience with Paul; he was happy to chat through my options and give very fair and comprehensive advice with no pressure. Would highly recommend. Thanks Paul!

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Kent

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

Paul advises me on all my financial needs across the complete spectrum.

How has Paul Huggins helped you?

I wanted to increase the value of my Stocks and shares ISA by trading them quickly when I took the view they had peaked, then hold the cash and repurchase when I believed the stock was at a price worth buying back at a profit. Paul set up on my platform, both sale and purchase instruction that I could simply click on at the exact moment I wanted to do the trade. I increased the value of the stock by £3000 over a few days.

Have you seen the outcome you were hoping for?

Very much so, I was able to proceed because Paul was very proactive in setting up my request very quickly and efficiently and informing me the second it was set up. Paul is very customer focused and can really help if you are clear and open with him on why and what you are trying to achieve.

Paul's reply

Than you for your feedback which is always greatly appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Had cash to invest.

How has Paul Huggins helped you?

Found the right risk product for me.

Have you seen the outcome you were hoping for?

yes, have made money.

Paul's reply

Thank you for your valued feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Our children were left some money and we needed advice at to where the best place to invest it would be.

How has Paul Huggins helped you?

He invested our money

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thank you for your valued feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Suffolk

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

I had various pensions and wanted them all in one place

How has Paul Huggins helped you?

He consolidated pensions I had lying around and has been actively managing them for me

Have you seen the outcome you were hoping for?

We are getting there, but Paul has been transparent throughout

What could they have done better?

Unsure as to what could be done better, all I can say is continue as you are, I have found Paul to be open and extremely helpful

Paul's reply

Many thanks for your feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Having some savings which would earn very little unless tied up in bonds etc. without immediate access should they be needed.

How has Paul Huggins helped you?

He recommended investing in ISA s when possible and linked to the stockmarket. He also advised on Equity release as a means of buying a property and keeping down Inheritance Tax charges. He also facilitated the very fast access to money when needed.

Have you seen the outcome you were hoping for?

Yes, given the uncertainty olf the Stock Market

Paul's reply

Thank you for your valued feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Paul had managed my late mothers finances, which my brother and I inherited. She always spoke highly of Paul and was more than happy with his advice and management. Therefore I decided to continue with his services.

How has Paul Huggins helped you?

I took early retirement so Paul has proved invaluable in managing my investments, enabling me to draw funds to support my work pension. He is always available, amiable and able to give advice and explanations taylored to ones individual needs and understanding.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have been happy with all aspects to date and would highly recommend Paul's services.

Paul's reply

Thank you for your feedback, greatly appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Pension draw down age approaching

How has Paul Huggins helped you?

Good honest advise

Have you seen the outcome you were hoping for?

Stay tuned!

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Paul was recommended to me by friends who I trust and who said that Paul had helped them and they trusted him completely.

How has Paul Huggins helped you?

By performing a complete review of how my portfolio was invested. Then offering me a much more balanced portfolio with a much better spread of risk with a system of reinvestment designed to produce positive growth and tax efficiency.

Have you seen the outcome you were hoping for?

Yes. My investments have performed well.

What could they have done better?

Maybe with a six monthly rather than annual review.

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

To help us in the long term but also, to look after our children if something happened to us before they grow up.

How has Paul Huggins helped you?

Helped us find a great investment fund and the right insurance.

Have you seen the outcome you were hoping for?

Yes, our investment has grown very well.

What could they have done better?

Nothing, we're more than happy with his services.

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2019

Overall

Service

Advice

Value

Based in Kent

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

I had several different pension pots and wanted advice on how best to manage them.

How has Paul Huggins helped you?

Paul have sound advice and made it clear in layman's terms so it was easy to understand.

Have you seen the outcome you were hoping for?

Yes so far, but pensions are a long term process.

What could they have done better?

I don't think there was anything that could be changed.

Paul's reply

Thank you for your feedback, much appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

I had diverse investments and wanted to maximise their potential and make them more accessible.

How has Paul Huggins helped you?

He explained the principles to which he worked in straightforward terms. He showed me the possible benefits and downfalls of his system. He also calculated, by questionnaire, my attitude to risk and from this was able to recommend a suitable portfolio for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

It it is difficult to think of how he could improve his service.

Paul's reply

Many thanks for your feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

I had spare funds to invest

How has Paul Huggins helped you?

Sound advice, made risks known,very knowledgeable on aspects of investment that I am interested in.

Have you seen the outcome you were hoping for?

Would always like to see more but in the turbulent times we are in quite satisfied

What could they have done better?

So far I have not encountered anything that could be improved

Paul's reply

Thank you very much for your feedback, greatly appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

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

received inheritancefrom my late father

How has Paul Huggins helped you?

with good sound advice after understanding my health situation

Have you seen the outcome you were hoping for?

it is as good as I expected given the present situation

What could they have done better?

at present he has been very good and I am extremely pleased with all areas

Paul's reply

Thank you for your feedback, much appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Durham

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

I was advised by Paul’s father before moving to Paul, his son. During the long period that he has given advise, my assets have increased year on year.

How has Paul Huggins helped you?

By excellent advise given on a regular face to face meetings.

Have you seen the outcome you were hoping for?

The advise given reflects the benefits in my investments

What could they have done better?

After relocating in 2015 to the NE of England, some 350 miles from Paul, I feel that Paul should visit me, for say, once a year so my husband and high can discuss financial matters in more depth.

Paul's reply

Thank you for your valued feedback. I am planning to visit NE England in February and look forward to meeting with you both again then.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

I was in full-time employment working towards retirement and I wanted to start saving in the best way possible.

How has Paul Huggins helped you?

Paul advised me how I could best invest my savings to provide for my retirement whilst taking into account the fact that I am a cautious investor.

Have you seen the outcome you were hoping for?

Bearing in mind the current economic climate, the outcome has been as good as it could have been taking into account market fluctuations and uncertainties.

Paul's reply

Thank you for your comments, I appreciate you taking the time to leave your valuable feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

I had a few work based pension schemes which paul collated together and after an online test and face to face interview invested for me in an easy accessible online way.

How has Paul Huggins helped you?

see above

Have you seen the outcome you were hoping for?

yes it's a long term investment but its growing slowly but surely.

Paul's reply

Thank you for your valued feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Essex

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

Paul was recommended to me by my previous financial advisor Simon Mason and I have always found Paul very helpful and I trust him.

How has Paul Huggins helped you?

As I wrote above, Paul took over from my previous advisor and has helped me whenever I have needed him.

Have you seen the outcome you were hoping for?

Yes. Very much so.

What could they have done better?

No. I could not have asked for a better advisor.

Paul's reply

Thank you very much for your feedback, greatly appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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

Financial investment 6 years ago followed by a need to review my retirement options.

How has Paul Huggins helped you?

1. Investment options based on my planning horizon and attitude to risk 2. Discussed pension options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - all explained clearly

Paul's reply

Thank you for your feedback, greatly appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Wanted another F A

How has Paul Huggins helped you?

Pensions, long term financial planning etc

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Thank you for your valued feedback.

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Paul

All good Paul explained everything in layman's terms and is very obliging.

Paul's reply

Thank you for your feedback, I look forward to working with you in the future for many years to come.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

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

To manage company personal pension after retirement.

How has Paul Huggins helped you?

Reviewed my current financial position and cost of service relating to pension only as I had requested earlier this year. He suggested a lower cost and hopefully better performing investment which I accepted.

Have you seen the outcome you were hoping for?

Too early to say at this time.

What could they have done better?

I have been happy with all communication and advice to date conducted in a helpful and friendly manner so nothing to add.

Paul's reply

Thank you for taking the time to give feedback, much appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

My original adviser was moving away from investment advice etc

How has Paul Huggins helped you?

To simplify the process of managing an investment portfolio, to listen and understand what I required going forward investment wise and he gave me the reassurance of managing my portfolio through his professionalism and understanding of the current climate

Have you seen the outcome you were hoping for?

yes

What could they have done better?

In honesty nothing, he always gets back to me promptly and professionally

Paul's reply

Thank you for your valued feedback, much appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Ross-shire

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

Initially I was looking for a better return on my investments over the return I was getting in the past. I also required help in dealing with the investments for a person for whom I was the appointed legal Guardian, as this involved caring for her investments to ensure that they were receiving the best return but the required degree of safety.

How has Paul Huggins helped you?

After consultations and in depth interviews Paul drew up and sourced suitable investment plans as well as assisting n the Long Term Care for the third part.

Have you seen the outcome you were hoping for?

In all cases I have been happy with the results I have seen and will continue to work with Paul for eh foreseeable future.

Paul's reply

Thank you for the positive feedback, I look forward to advising you both for years to come.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Outside UK

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

Buying and selling houses, and investing our money.

How has Paul Huggins helped you?

He helped us with advice explained in a simple manner, and has always been there for us with any queries we have had over many years.

Have you seen the outcome you were hoping for?

Yes, we have.

What could they have done better?

We have always had good advice from him and is always there for us.

Paul's reply

Thank you for your feedback, I look forward to helping you both for many years to come!

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Essex

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

To understand the best place to invest my money.

How has Paul Huggins helped you?

He help me to invest my money at Scottish Widow.

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thank you for your feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

My previous FA left the UK for opportunities overseas and I needed a new Qualified adviser to manage my pension portfolio that is on the Transact platform. Paul was well versed with Transact, had the right qualifications and experience with investment advice for drawdown and growth of self invested pensions.

How has Paul Huggins helped you?

Paul took over the running of my investments and changed certain aspects and investment pots. Paul also is always available to me to advise on any other financial aspect from savings, tax to inheritance, that can come up on a month by month basis in my or my family’s life enabling me to make an advised decision At the time.

Have you seen the outcome you were hoping for?

The relationship is good and as expected.

What could they have done better?

A proactive approach could be improved as things with regard to your personal investments change and you are not always aware of new regulations or investment opportunities as they occur. It would be nice to receive out of the blue a call or e mail with any suggestions that might be worth consideration as a demonstration of trying to increase your wealth and also justification of the annual FA fee rather than just receiving the annual review statement from them that is computer driven and purely factual in the hope of convincing you of their commitment and continued value for money.

Paul's reply

I will endeavour to make sure you are updated more often on regulatory changes and I'm always more than happy to discuss your portfolio and offer suggestions. Thank you for your feedback which is much appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

We. Wished. To. Invest. Long. Termpaul

How has Paul Huggins helped you?

Paul. Guided. US Long. Term

Have you seen the outcome you were hoping for?

Yes. ,even. In. This. Tricky. Time

What could they have done better?

He. Has. Helped. US. Through. Ups. And. Downs. Over a number. Of. Years

Paul's reply

Thank you ever so much for your feedback, I look forward to helping you for years to come.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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

Consolidate pensions

How has Paul Huggins helped you?

Arranged a trust fund, consolidated a pension

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Thank you for your valued feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Nearing retirement

How has Paul Huggins helped you?

Gave guidance, helped me understand if I could afford to retire.

Have you seen the outcome you were hoping for?

Yes, I think so, although sometimes the value of my savings has gone down.

Paul's reply

Thank you for your valued feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Looming retirement

How has Paul Huggins helped you?

Paul came out and gave us a detailed presentation of the services he offered

Have you seen the outcome you were hoping for?

Yes, and we are exceptionally pleased with the service he has provided

Paul's reply

Your feedback is greatly appreciated. I’m glad to hear you are happy with the service received, I look forward to providing you with advice for many years to come.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

I needed to invest money released by downsizing to protect its value for drawing down during retirement.

How has Paul Huggins helped you?

Paul gave good, clear advice with solid reasons and the investments have performed as expected.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of any way in which Paul's service could be improved.

Paul's reply

Thank you very much for your feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

We had an insurance that had matured and other money to invest for the future. We wanted advice on how to get a better return on our savings to help us in retirement.

How has Paul Huggins helped you?

Gave us lots of advice about what we could do with our savings. This was helped by him thoroughly examining our attitude to risk.

Have you seen the outcome you were hoping for?

Yes...our money has grown.

What could they have done better?

I feel Paul was very thorough and gave us good advice. He explained clearly how we might expect our money to perform....risks and benefits. As we are quite risk averse we might benefit from 6 monthly reviews. However Paul is easily contactable.

Paul's reply

Thank you very much for your feedback and for the referral to your friend.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

To provide confidence that I was making the most of my investments and planning for retirement.

How has Paul Huggins helped you?

Paul is super clear on how he manages the plan

Have you seen the outcome you were hoping for?

The market is far from exciting at the moment but am overall pleased with the results in the circumstances.

What could they have done better?

Nothing to add.

Paul's reply

Thank you very much for your feedback.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Wiltshire

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

I had recently retired and needed advice on how to invest my lump sum.

How has Paul Huggins helped you?

Paul gave me excellent advice on investments. He ensured that I fully understood all the options available and the risks involved. He set up a financial situation that fully met my needs at the time and in the future. I never felt under any pressure and was reassured that if I ever needed access to my savings and investment I could achieve it with no problems.

Have you seen the outcome you were hoping for?

Yes,obviously investments fluctuate but my investments are long-term and are working well.

What could they have done better?

Nothing that I can think of. He's always available if I wish to discuss anything and we discuss them in an annual review.

Paul's reply

Thank you very much for your feedback, I look forward to working with you in the future.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

I needed advice about my private pension.

How has Paul Huggins helped you?

Paul ensured my pension fund was invested well and gave me good advice. He made sure I was aware of risk in the investment market and made sure that I was happy with the overall plan agreed.Over the years I also know that apart from yearly reviews he is available to offer advice over the telephone should I need to discuss any matter with him.If unavailable he will always return your call.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Paul offers a very good comprehensive service with expert knowledge of financial matters and I would thoroughly recommend him for those seeking financial advice.

Paul's reply

Thank you for the positive feedback, greatly appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

My husband and I first met Paul in June 2006 when my husband was terminally ill. We needed to sort out mu husband's private pension. My husband died in July 2006 and I continued with Paul.

How has Paul Huggins helped you?

Paul advised me on how to invest the funds available to me to provide an income for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am satisfied with what Paul does for me.

Paul's reply

Thank you very much for your feedback which is greatly appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Loosing my job after 32 years we needed guidance to invest redundancy money for an retirement income. It's difficult to know what to do and who to trust when you find yourself in an unfamiliar situation, needing to make decisions that impact on your future income.

How has Paul Huggins helped you?

Reviewed our situation and suggested options but left us to decide what to do He has a light touch for financial advice but was patient to let us make our own decisions.

Have you seen the outcome you were hoping for?

Yes we feel our brief to invest our savings so that funds maintain their value against inflation plus a modest return has so far been successful in some what turbulent times.

What could they have done better?

We don't know what else Paul could have done He has always made himself available to discuss matters that have come up and tried to do what he could to help us.

Paul's reply

Thank you for your feedback, I look forward to providing you with ongoing advice for many years to come.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Gifts of money

How has Paul Huggins helped you?

He set up a portfolio for me allowing for regular dividends.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Without Paul’s advice I would not know what to do with the gift of money. He has handled my parents finances for many years and I am more than happy to use his help.

Paul's reply

Thank you for your feedback. I'm glad you and your family are happy with the advice received and look forward to helping you for many years to come.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

We needed advice on what to do with our pensions

How has Paul Huggins helped you?

He gave us advice on the different options that we could take and advised us of the best options for what we asked him.

Have you seen the outcome you were hoping for?

So far everything has been fine .

What could they have done better?

In our case for the information that we needed he could not have been more helpfull.

Paul's reply

Thank you for your feedback, good to hear you're happy with the advice received. I look forward to helping you for many years to come.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Nearing my retirement and wanting advice

How has Paul Huggins helped you?

Pointed me in the right direction to maximise my pension.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I really don’t think his service could be improved.

Paul's reply

Thank you for your positive feedback, I look forward to advising you for many years to come.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Around ten years ago Paul left HSBC to start up his own business and we decided to go with him instead of using another HSBC advisor. He had been very useful in explaining how our savings could be made to work to our advantage.

How has Paul Huggins helped you?

By putting our savings into his recommended stocks etc through transact

Have you seen the outcome you were hoping for?

Yes almost 100% of the suggestions he made have shown a profit over the years with no disasters

What could they have done better?

Nothing he has furnished us with very full and complete reports each year

Paul's reply

Thank you for the positive feedback, it's good to hear your thoughts.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Impending retirement

How has Paul Huggins helped you?

Gave advice on investment assisted in savings ,tax advice and making sure we had sufficient income in future

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Not sure that he could have been better

Paul's reply

Thank you for your feedback which I'm very grateful for.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

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

We had some money to invest and our financial gave us the best advice.

How has Paul Huggins helped you?

Paul visits us at least 2 or more times per year and he has been doing This for a number of years.

Have you seen the outcome you were hoping for?

Yes.

Paul's reply

Thank you very much for the feedback, always appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

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

We had money to invest and wanted some expert advice.

How has Paul Huggins helped you?

Paul took over our financial dealings several years ago and has always been extremely helpful and available to speak to us whenever we have needed help or advice. His professionalism is second to none. I would strongly recommend his services to anyone seeking financial advice.

Have you seen the outcome you were hoping for?

Paul has always invested our money well and is very quick to advise moving our investments around if he feels that we are not getting the best deal.

What could they have done better?

Nothing!

Paul's reply

Thank you very much for the feedback, always appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Early retirement and needed help and advice regards reinvestment of pension funds.

How has Paul Huggins helped you?

support with movement of funds and guidance regarding reinvestments.

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

Paul has been a great support over the last couple of years, and we could not have asked for more.

Paul's reply

Thank you for your feedback, I look forward to supporting you further for many years to come.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

To put savings somewhere safe and hopefully the best return

How has Paul Huggins helped you?

Came to our house and gave us advice

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

Not sure as feel he gave us good advice

Paul's reply

Thank you for your feedback, as always it is greatly appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Wanted to review my pension.

How has Paul Huggins helped you?

Found me a better pension plan.

Have you seen the outcome you were hoping for?

Better growth but has only been running about a year so unable to answer.

Paul's reply

Thank you for your feedback, much appreciated.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Pension

How has Paul Huggins helped you?

Setting up pension

Have you seen the outcome you were hoping for?

Ok

Paul's reply

Thank you for your feedback Kind regards Paul

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

I came into some money and needed advice as to what to do with it.

How has Paul Huggins helped you?

He helped me invest some funds as well as pooling together my pensions from various previous employments and ISAs.

Have you seen the outcome you were hoping for?

Yes, it is much easier to keep track of my finances.

What could they have done better?

My adviser was informative and helpful. He took care of all the paperwork for transfers etc. It was seamless from my point of view and so no, he couldn't have done anything better.

Paul's reply

Thank you ever so much for the feedback. Kind regards Paul

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Advice required on personal pensions

How has Paul Huggins helped you?

Very sound advice on how best invest the pensions to maximise their potential.

Have you seen the outcome you were hoping for?

Yes, There has been a continued growth since Paul has looked after the pensions

What could they have done better?

Maybe as the company has grown still try and keep the personal one to one annual meetings.

Paul's reply

Thank you for the feedback, greatly appreciated. I have your annual review meeting booked in for January and look forward to seeing you again then! Kind Regards Paul

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Both my late husband and l have been clients of Paul for many years, we needed advice on investments.

How has Paul Huggins helped you?

Very professional and extremely helpful.

Have you seen the outcome you were hoping for?

Abdolutely

What could they have done better?

There is nothing more , l am completely satisfied with the advise l have be4n given

Paul's reply

Thank you for the feedback, greatly appreciated. Kind Regards Paul

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Pension advice

How has Paul Huggins helped you?

Changed my pension plan to a more flexible one

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, I’m very happy with the service provided

Paul's reply

Thank you for the feedback, greatly appreciated. Kind Regards Paul