Paul's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 4 )
Pensions ( 7 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Hampshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to make sure at 50 that the pensions I had in place were getting the right return for the time I had left before retire at 68
How has Paul Phillips helped you?
Paul was very professional and helpful with straight forward advice that made sense
Have you seen the outcome you were hoping for?
Yes I have swapped my policies for a better return
What could they have done better?
Nothing
Review
by a verified client in Bridgend
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A change of employment left me needing to sort out a new pension scheme I was recommended Paul at mollam, and was very impressed with the advice given
How has Paul Phillips helped you?
Paul helped me change from the standard peoples pension scheme I was using and onto an investment pension that I’d long been interested in starting up
Have you seen the outcome you were hoping for?
Not yet, I’m in it for the long run
Review
by a verified client in Bridgend
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for an honest professional Financial Adviser to assist in Equity Release
How has Paul Phillips helped you?
Paul was exceptional throughout the process from finding the best provider to always being available for any questions and going that extra mile to assist.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. Paul was patient never pushy giving me plenty of time to think things over. I found him a person of integrity and trusted his advice.
Review
by a verified client in Bridgend
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed life insurance cover and advice on savings
How has Paul Phillips helped you?
Paul helped sort out our life insurance. One being quite complicated. Paul went over and above to make sure we had all the information we needed.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Bridgend
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for advise with regards to pensions.
How has Paul Phillips helped you?
Paul was very professional and informative and we would highly recommend.
Have you seen the outcome you were hoping for?
Very happy with the outcome.