Paul Huggins

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

Looking for advice regarding our investments and tax planning. We were recommended by friends

How has Paul Huggins helped you?

He has advised us on how best to invest our money.

Have you seen the outcome you were hoping for?

Not currently but this is due to the current economic climate

What could they have done better?

Nothing as far we are aware

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

I needed to change financial advisor and wanted someone to work with me on a long-term plan for savings investment and then eventual drawdown and inheritance tax planning.

How has Paul Huggins helped you?

Paul has been a fantastic advisor and expert for myself and the family over many years. He has helped me build an excellent investment and financial strategy, which ultimately has led to me being in the position of able to retire and change lifestyle earlier than I expected, thanks to his guidance and support.

Have you seen the outcome you were hoping for?

Yes, so far Paul has been an excellent financial advisor and his communication is very good. Keeping us on track and investing in a safe and balanced way according to our specific risk profile.

What could they have done better?

I can't think of anything that Paul could have done better at this stage. Very happy with the services, so no recommendations for improvement, just need to ensure the communication remains strong and consistent, especially as I move from work and into a drawdown strategy.

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

Retirement plans.

How has Paul Huggins helped you?

He explained our pension and investment options clearly.

Have you seen the outcome you were hoping for?

Yes

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

The death of my husband two years ago. I need to consolidate my assets and need ed professional advice.

How has Paul Huggins helped you?

By explaining all my options with care and consideration for my circumstances and gauging the right levels of risk. Paul is always on the end of the phone to talk if I have any concerns. I feel well cared for.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I am aware of

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

Inherited money from a family member passing

How has Paul Huggins helped you?

Paul was able to sort out all mine and my wife's pensions and set up a ISA investment for me plus over the years helped us navigate the financial waters.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't Know