Reviewed for

Insurance and Protection ( 40 )

Mortgages ( 62 )

Pensions ( 49 )

Equity Release ( 6 )

Retirement income (annuities, drawdown) ( 25 )

Auto Enrolment ( 2 )

Investments and Savings ( 42 )

Pension Transfers - Non Specialist ( 18 )

Inheritance Planning ( 9 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 11 )

Financial Planning ( 14 )

Financial Mentoring ( 5 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 11 )

£200k - £500k ( 13 )

£100k - £200k ( 10 )

Up to £50k ( 25 )

£50k - 100k ( 7 )

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

We're very glad to have spoken to Paul for advice about our upcoming retirement plans. I was looking for reassurance that we were on track and doing the right thing and that we had not made any wrong assumptions or missing a trick. His guidance was honest and useful offering us suggestions for tweaking our approach.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Surrey

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

We needed advice on where to invest our savings to eventually give us an income for retirement

How has Paul Keeley helped you?

Through Paul’s sound advise we been able to invest our savings with the knowledge it has been done with the best outcome for us and our financial future

Have you seen the outcome you were hoping for?

With Paul’s advise where we should place our savings we have been able to take early retirement

What could they have done better?

We feel very happy with the financial service Paul has offered and it couldn’t have been done any better

First impression from a user who is not yet a client

December, 2023

Overall

Please provide a brief comment about your experience with Paul

Clear open honest and straight to the point

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Early Retirement

How has Paul Keeley helped you?

Long term planning

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Not much

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Received a large inheritance

How has Paul Keeley helped you?

Personal service. Always available to give advice and nothing is too much trouble

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in London

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

Bringing all my pensions together

How has Paul Keeley helped you?

Always professional and well informed

Have you seen the outcome you were hoping for?

Given the market movements yes

What could they have done better?

Nothing I know of

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I had a large sum of money from my pension that I wanted to invest

How has Paul Keeley helped you?

Advised on how best to invest

Have you seen the outcome you were hoping for?

Not long enough into the investment

What could they have done better?

I’m extremely happy with all he has done.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Remortgaging and starting a new business

How has Paul Keeley helped you?

Paul has set up multiple financial products for outlet family

Have you seen the outcome you were hoping for?

Yrs

What could they have done better?

Nothing

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I needed Financial Advice as I was nearly 75 years old and I needed to get advice on my pension and to reinvest some of the money

How has Paul Keeley helped you?

He has given me good advice and helped me make the make the right decision

Have you seen the outcome you were hoping for?

Yes I am very satisfied

What could they have done better?

I am happy with the advice I received

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Surrey

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

The need for retirement income

How has Paul Keeley helped you?

Arranged Equity Release

Have you seen the outcome you were hoping for?

YES

What could they have done better?

Nothing better

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Originally worked with Paul for my pension. Was impressed and happy with so when I needed to re-mortgage, I went with Paul again.

How has Paul Keeley helped you?

Given me multiple options, with better prices then I could find anywhere else. Explained everything to me and together, chose the best options

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I was looking for a specialist I could personally trust

How has Paul Keeley helped you?

Al of the above plus I am updated on financial climate

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I needed advice about remortgaging and effectively saving. I also needed advice about how to invest money my children had inherited.

How has Paul Keeley helped you?

He has answered my questions with advice backed up by research and evidence. I understand why he is advising what he is. He takes time to meet with me and explain his thinking and always gives me a set of options. each option always has pros and cons. So helpful. I trust what he tells and have respect for his opinion. He has taken to understand me, my financial position, what I am trying to achieve and my attitude to risk.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing really.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Kent

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

Was looking to buy my first property and Paul was very informative and guided me through out the process

How has Paul Keeley helped you?

Gave great advice and helped me find the best deal

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Initially I wanted to speak to a financial advisor for some guidance re: my Mum's finances, before she finalised her will. My Dad would normally have done this, but sadly he passed away 10 years ago.

How has Paul Keeley helped you?

Paul has given me the confidence & support to help me fulfill my financial POA role for my Mum, which I want to do to the best of my ability. I needed advise on paying care home fees going forward & possible investments from the sale of her house. His friendly, kind nature makes you fill at ease & you know his help is always there via phone or email.

Have you seen the outcome you were hoping for?

Most definately. Circumstances have changed for my Mum since we first spoke to Paul a few years ago. His advise & guidance along the way has been invaluable.

What could they have done better?

Nothing,

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

I was looking for a mortgate product and advice

How has Paul Keeley helped you?

Paul helped us identify mortgage products that were suitable for us, and navigate difficult choices of a changing interest rate market.

Have you seen the outcome you were hoping for?

Absolutely, I couldn't have had a better outcome for the level of help I expected.

What could they have done better?

nothing

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

For mortgage advice

How has Paul Keeley helped you?

In many ways including mortgages and pension investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that comes to mind.

Paul's reply

Hi Jinay Many thanks for doing this and for your kind words. This will be a great help, so appreciate it. Speak soon Regards Paul

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

I have not required Paul Keeley's services over the past 12 months. However, as and when I need his services, he is contactable via phone or email.

How has Paul Keeley helped you?

Since early 2018, Paul Keeley have helped with my re-mortgaging requirements with a new provider.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Paul's reply

Hi Michael, I hope your well. Many thanks for doing this and for your kind words. This will be a great help, so appreciate it. Speak soon Regards Paul

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Sussex

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

My previous financial advisor went out of business

How has Paul Keeley helped you?

Paul was very professional explained my options and gave clear and sensible advice on my investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Hi Angela Many thanks for doing this and for your kind words. This will be a great help, so appreciate it. Speak soon Regards Paul

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Paul was recommended to my husband about investing money for his future and his family.

How has Paul Keeley helped you?

Paul has especially helped me through the last 10 months after my husband passed away. He has been a constant source of help with sorting out any financial decisions for probate and providing top quality financial advice and guidance in planning for my future. Paul has constantly been at the end of a phone, email or visited me at home to talk me through any financial query/decision that needed to be made no matter how small. I can not thank him enough for such a high standard of service.

Have you seen the outcome you were hoping for?

Yes, Paul has excelled in providing well thought out and planned advice which has given me a very positive outcome for my future and my family

What could they have done better?

In all honesty, nothing.

Paul's reply

Hi Jill Many thanks for doing this and for your kind words. This will be a great help, so appreciate it. Speak soon Regards Paul

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

About to retire. Needed advice about best pension choices

How has Paul Keeley helped you?

Given us excellent advice and has come to visit again after the initial 12 months

Have you seen the outcome you were hoping for?

Not at the moment as what with the war in Ukraine and inflation at an time high investment not do good as hoped for

What could they have done better?

Nothing

Paul's reply

Hi Dennis / Sheila Many thanks for doing this and for your kind words. This will be a great help, so appreciate it. Speak soon Regards Paul

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Previous adviser was to expensive

How has Paul Keeley helped you?

Trusterworthy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know

Paul's reply

Hi Neil Many thanks for doing this and for your kind words. This will be a great help, so appreciate it. Speak soon Regards Paul

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Moving home

How has Paul Keeley helped you?

Finding best life insurance font particular requirements

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

My retirement

How has Paul Keeley helped you?

Paul has set up policies that I wasn't aware of, dealt with the administration within the financial conduct control and explained everything in layman's terms.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So far not applicable

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Savings and retirement planning

How has Paul Keeley helped you?

Providing both a savings plan and retirement fund options

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

Nothing

Paul's reply

Hi Sandra, Thanks for doing this and for your kind words, I really appreciate it. I can see Gary has also left a review so will send the same to him as well. Speak soon Regards

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

First-time house buyer

How has Paul Keeley helped you?

Paul made the process very straightforward and easy to understand

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Hi Matt, Thanks for doing this and for your kind words, I really appreciate it. How's the house ? Hope your both starting to settle in. I can see Molly has also left a review so will send the same to her as well. Speak soon Regards

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Kent

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

Buying a house

How has Paul Keeley helped you?

Paul has been informative and attentive throughout the process of buying an house. He is incredibly helpful and trustworthy and always there to answer any question we’ve had.

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Hi Molly, Thanks for doing this and for your kind words, I really appreciate it. How's the house ? Hope your both starting to settle in. I can see Matt has also left a review so I have sent him the same message. Speak soon Regards

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

PlNning for retirement and savings options

How has Paul Keeley helped you?

Very much so.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing at all

Paul's reply

Hi Gary, Thanks for doing this and for your kind words, I really appreciate it. I can see Sandra has also left a review so have sent her the same message as well. Speak soon Regards

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Looking for help with my mortgage as coming to the end of my current deal

How has Paul Keeley helped you?

As above

Have you seen the outcome you were hoping for?

Absolutely Paul was able to find me a great deal that cut my outgoings down considerably

What could they have done better?

Nothing

Paul's reply

Hi Scott, Thanks for doing this and for your kind words, I really appreciate it. Hope all is well with the family. Hopefully meet up soon. Regards

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Mortgage advice

How has Paul Keeley helped you?

Paul advised on and arranged our mortgage agreement

Have you seen the outcome you were hoping for?

yes

What could they have done better?

We were more than happy with everything that Paul did for us

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

Introduced by a friend

How has Paul Keeley helped you?

Considerate advice and understanding of my requirements.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Being made redundant at age 60, starting to draw a pension and inheritance from parents.

How has Paul Keeley helped you?

Paul has given sound advice and allows us to think and work things through, to a well planned outcome.

Have you seen the outcome you were hoping for?

Yes, overall it's been very good and all looks promising.

What could they have done better?

Not much really. Being too specific may reduce the market place we would invest in. Advice needs to be spread out with options and this is what we have achieved.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Considering date and re mortgage

How has Paul Keeley helped you?

Keeping us updated

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I was very happy with everything.

Paul's reply

Morning Cathy, Thank you very much for your kind words. As normal, if you need me, shout. Speak soon. Regards Paul

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Ensuring a good return on the savings we had accumulated

How has Paul Keeley helped you?

Advising on savings plans, and on retirement planning and pensions

Have you seen the outcome you were hoping for?

Very much so, even with ghe current financial uncertainty.

What could they have done better?

Nothing, all advice given is clear and easy to understand

Paul's reply

Hi Gary & Sandra, Many thanks for your kind words. Really appreciate it. As usual, if you have any questions, please ask. Speak soon. Paul

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Moving home

How has Paul Keeley helped you?

Good advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Hi Joe, Thanks for your kind words and hope the family are settling in to the new house. As discussed we will look at protecting the mortgage / family in the event of death or critical illness. Many thanks

Repeat review from verified client

October, 2022

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 Keeley helped you since your last review?

Just some sound financial advice whilst selling our house.

Repeat review from verified client

October, 2022

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 Keeley helped you since your last review?

He’s helped me with Investments and with advice about t reducing my mortgage.

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

How has Paul Keeley helped you since your last review?

Updating life and critical illness cover to cover additional borrowing.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in London

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

To prepare for my future financial security

How has Paul Keeley helped you?

In all areas concerning BTL mortgages, personal home mortgage, pensions and ISAs.

Have you seen the outcome you were hoping for?

Yes, however this year (2022) has been very volatile with the financial markets

What could they have done better?

N/A

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Needing money to pay for care to co tinue in the home

How has Paul Keeley helped you?

Advised and submitted paperwork

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Needed advice how best to use my company pension

How has Paul Keeley helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

Looking at Mortgage options as my current deal has finished

How has Paul Keeley helped you?

Researched the and provided me with options to choose a deal that suited me. Which now with interest rates going up feels even more important to me.

Have you seen the outcome you were hoping for?

Way beyond my expectations saved a lot of money a month on my outgoings at such a critical time

What could they have done better?

No

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Unhappy with my current advisor and Paul was recommended to me to provide advice and assist with a transfer

How has Paul Keeley helped you?

Helpful information provided and transfer complete

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in London

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

Due to my age I had to sort out my pensions and other financial matters. I found him very helpful and knowledgable.

How has Paul Keeley helped you?

Taken the pressure off me with sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Was purchasing a house, needed financial advice

How has Paul Keeley helped you?

Helped us get the right mortgage at a fantastic price. Also used Paul for personal insurance and pension.

Have you seen the outcome you were hoping for?

After speaking with Paul, we got a better deal then I thought possible, very happy with the outcome

What could they have done better?

Nope, got everything I needed at a good price

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

I had a quite complex investment that needed review - other financial advisors had not been able to help

How has Paul Keeley helped you?

Paul showed great perseverance in dealing with a very slow and awkward company. As the work progressed Paul explained clearly to us what was happening and why.

Have you seen the outcome you were hoping for?

Very satisfactory outcome. Funds now reinvested in a more suitable product.

What could they have done better?

Happy with process and outcome

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

NEED FOR EQUITY RELEASE DUE TO PERSONAL CIRCUMSTANCES

How has Paul Keeley helped you?

WE ARE VERY GRATEFUL FOR THE ADVICE GIVEN TO US BY PAUL

Have you seen the outcome you were hoping for?

YES

What could they have done better?

NOTHING

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

The desire to invest cash sums in order to achieve a rate of return. Plus a need to review pension plans together with general advice

How has Paul Keeley helped you?

Generally getting my finances in order and achieving this end by being supportive, providing jargon free advice and ensuring the administrative process was simple and pain free

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing at all

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

My partner and myself were looking to buy our first home.

How has Paul Keeley helped you?

Paul helped get us not only the best deal available, but also helped from start to finish.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Leaving work

How has Paul Keeley helped you?

Good solid advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

February, 2022

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 Keeley helped you since your last review?

Paul undertakes a thorough review of all our financial requirements every year and is always available should Ad Hoc situations arise. Paul has always provided honest, straightforward advice and has been a valued and trusted confidante

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 Keeley helped you since your last review?

Our financial planning needs have become simpler over the last year, however Paul's ongoing support and advice (even when we lob the odd curve ball!) is invaluable and just delivered in such an easy-to-understand manner...can't recommend Paul highly enough!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Initially became self employed and my HSBC business bank manager suggested that I contact Paul for financial advice and support to assist in the growth of my company.

How has Paul Keeley helped you?

Paul has researched, discussed and expertly advised me on financial investments with my best business and personal interests at the forefront. he also saw that our old accountant was not representing my accounts accurately and put me in touch with an accountant who I still use today. Coming up to retirement Paul has planned with me my finances for my pending retirement which has given me peace of mind for myself and my family.

Have you seen the outcome you were hoping for?

Most definitely. Our investments over time have matured and provided a substantial profit.

What could they have done better?

Nothing , everything Paul has done for me has resulted in a positive outcome.

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Middlesex

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

How has Paul Keeley helped you since your last review?

He has helped in my renewal of mortgage

Repeat review from verified client

October, 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 Keeley helped you since your last review?

No help required this time but has helped out on previous reviews.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in London

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

I have known Paul, since we met when he worked at HSBC. I wanted some advice then, and when HSBC decided to let all their advisers go, I kept in touch with Paul.

How has Paul Keeley helped you?

I have owned my own Plant business for over 15 years and he has always given me an assortment of advice, when I have needed it. This could be financial planning, investments and Pensions.

Have you seen the outcome you were hoping for?

Yes, I can say that there have no ideas or actions that I have not been pleased with.

What could they have done better?

Made me more money !!!!!......NO, I really do not think I can have expected any other outcome.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in London

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

Paul was recommended by a friend as I was looking for advice on re mortgaging, an excellent referral

How has Paul Keeley helped you?

Paul took the time to listen to our requirements, look at our portfolio and provide excellent advice. He found us better deals than we had in place and we changed over

Have you seen the outcome you were hoping for?

Yes, financially we are better off which was the main aim

What could they have done better?

I do not believe paul could have done any more

Paul's reply

Morning Steve, Many thanks for your kind words, really appreciate it. Speak soon. Regards

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Need advice about saving for myself and my children.

How has Paul Keeley helped you?

Has provided ongoing advice over the last few years and arranged my mortgage 2 years ago.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

nothing.

Paul's reply

Hi Liz, Thank you very much for this, much appreciated. Speak soon. Regards Paul

Repeat review from verified client

October, 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 Keeley helped you since your last review?

Yes He hopefully will help us when we next have to renew our mortgage.

Paul's reply

Morning Joan, Thank you for your kind words...appreciate it. As always, if you need me , shout. Speak soon Regards Paul

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Surrey

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

I need a financial adviser to assist me in securing a mortgage

How has Paul Keeley helped you?

He was efficient and just a phone call away. He gave me and my parter fantastic advise and guided us through the house buying processes

Have you seen the outcome you were hoping for?

Yes. We have moved into our new house and our mortgage repayments are more then manageable!

What could they have done better?

Nothing, paul was great and surpassed my expectations. He was recommended through family and it’s the best service I have received in a long time!

Paul's reply

Morning Beth, Thanks for this matey...appreciate it. Speak soon Regards Paul

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Needed advice upon retiring as to best way to invest my private pensions

How has Paul Keeley helped you?

Paul gave me very extensive advice and was there every step of the way with any questions I had.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing.

Paul's reply

Hi Dennis / Sheila, Thank you very much, very much appreciated. Speak soon. Regards

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Buying our first house

How has Paul Keeley helped you?

Find and broker our mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Hi Charlie, Thank you very much, very much appreciated. Speak soon. Regards

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Surrey

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

Retirement

How has Paul Keeley helped you?

Clear solid advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Hi Simon, Thank you very much, very much appreciated. Speak soon. Regards

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Hampshire

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

Moving home

How has Paul Keeley helped you?

Obtained mortgages offered advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, excellent service as always

Paul's reply

Hi Danielle, Thank you very much, very much appreciated. Speak soon. Regards

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in London

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

How has Paul Keeley helped you since your last review?

Continued assistance with pension contributions and mortgage advice.

Repeat review from verified client

February, 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 Keeley helped you since your last review?

Paul has followed up with whether we wanted to increase our life insurance policies in line with mortgage

Repeat review from verified client

February, 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 Keeley helped you since your last review?

A recent health issue required some help with our critical illness cover, which Paul had previously arranged for us. As always, Paul provided clear advice and assistance.

Repeat review from verified client

November, 2020

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 Keeley helped you since your last review?

Paul, has always remained in constant contact and given updates on new products on offer and given updates on current plans

Repeat review from verified client

October, 2020

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 Keeley helped you since your last review?

Paul continued to be extremely helpful, and most recently helped us through a transitionary phase with one of our products as our circumstances had changed

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Middlesex

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

How has Paul Keeley helped you since your last review?

He has since advised me on one of the mortgage which I redeemed and will use him when I renew my mortgage coming up.

Repeat review from verified client

October, 2020

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 Keeley helped you since your last review?

No help was required since my last review but Paul has previously advised me and my partner on future investments.

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

How has Paul Keeley helped you since your last review?

Paul provided advice about our daughter’s options for moving. He is very knowledgeable and honest in his advice. He was able to offer alternatives and clearly explain the benefits of each route.

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Buckinghamshire

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

How has Paul Keeley helped you since your last review?

Review of our finances and new mortgage once old deal expired.

Repeat review from verified client

October, 2020

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 Keeley helped you since your last review?

Paul has been helpful in helping us plan ahead to get the best mortgage for next year as we need to change our mortgage provider.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Surrey

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

We were looking to remortgage & also get life & critical illness insurance

How has Paul Keeley helped you?

Paul researched the best deals for us after he listened to what we wanted.

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

At this present time nothing because we received the outcome we wanted. Paul presented all his research & we were able to make the best decision for us with this information

Paul's reply

Hi Bernadette, Thank for your kind words and review. My pleasure to help.

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

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

How has Paul Keeley helped you since your last review?

Arranged to setup my pension for me.

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Sussex

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

How has Paul Keeley helped you since your last review?

.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in London

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

We were looking to get a mortgage and also buy out my fiance's brother's share of their house at the same time so it was quite a complicated situation.

How has Paul Keeley helped you?

Paul was excellent - he facilitated what was an extremely quick, smooth and easy process. I couldn't believe how simple it actually was with Paul assisting us - he took all of the hard work out of it for us and make what could've been quite a long and stressful process extremely easy.

Have you seen the outcome you were hoping for?

Yes - we have the mortgage offer and are just waiting for the sale/transfer of the house to go through now.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in London

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

Re-mortgage

How has Paul Keeley helped you?

Paul was exceptionally helpful in assisting with the re-mortgage and equity purchase of our house. He secured a fantastic product with Halifax and was always attentive and very helpful.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Buying new property / needing new mortgage and re-engaging again after mortgage deal came to an end

How has Paul Keeley helped you?

Very helpful giving good advice & options. Also responsive to our requests & friendly

Have you seen the outcome you were hoping for?

Yes! Paul secured us a great deal

What could they have done better?

Nothing

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Surrey

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

we needed advice on arranging a mortgage that would need to be repaid in a shorter period than is normally standard.

How has Paul Keeley helped you?

Paul found us a deal that best suited us and our particular circumstances.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

My Mortgage rate was coming to an end and I needed advice and help on the best mortgage for me for the future

How has Paul Keeley helped you?

Paul was excellent with his advice and found me a great deal, the offer was about to end in the next few days and he moved mountains and got me the deal and released some equity for me just in time.

Have you seen the outcome you were hoping for?

Yes my mortgage payments are affordable and I am paying a lesser rate than my previous lender.

What could they have done better?

I don't think he could have done any better for me. He listened to my needs and advised me on my options, he was clear and precise so I could understand what I was looking at and the choices available to me.

Paul's reply

Hi Stephen, Many thanks for taking the time to leave a review and for your kind words. This will really help me. If you need me for anything, please feel free to call or email me. Regards Paul

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Setting up our own company

How has Paul Keeley helped you?

Paul has helped us over the last 4 years with insurance, pension and investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in London

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

I had several disparate pensions, I wanted to start seriously investing in a pension and didn't know whether to use an existing one or start a new one, I knew that it's not beneficial to necessarily consolidate some pensions and I didn't have time to do the research myself. I'm very wary of the high costs of administration some plans charge and wanted to minimise this. I also had a number of 'what if?' scenario questions around my lifestyle and future income. Paul was recommended to me by a friend and associate.

How has Paul Keeley helped you?

I felt comfortable with Paul at our first meeting. He explained everything thoroughly and answered by questions and re-explained where I didn't quite understand. I felt like he 'was on my side' and really understood what I'm trying to achieve, offering a range of potential options should X or Y occur. He collected all the existing pension information to assess their merits in order to look at the market to see which would be the best pension investment to move them to and he did all the work to make the transfers. It made sense to leave a couple where they are and not to consolidate as it's more financially beneficial for me. The product he identified for me is flexible, with relatively low admin charges and will enable me to trade at a later date should I wish. I felt like the whole process was very transparent and honest which filled me with a level of confidence as I'd shied away from using two financial advisors I'd previously met with. Paul invited me to be in contact with him whenever I had a question or needed further clarification (and I didn't feel stupid asking all my questions).

Have you seen the outcome you were hoping for?

Yes. In-so-far-as I have an investment pension, the disparate pensions are tidied up, and I feel I have a subject matter expert who I can consult as and when I need to. How the pension performs is another matter and together with Paul I'll keep an eye on that over the next 2-5 years.

What could they have done better?

The only thing that comes to mind - and it is not down to the individual financial advisor (i.e. Paul) rather the organisational paperwork, is that I felt that there were alot of questions which the paperwork required me to answer which the organisation wanted to collect, which I don't feel were relevant to the discussion at hand. I queried the purpose of many of them with Paul and I declined to answer some on that basis. I'm sure all financial organisations will try to collect it all but I feel I need to protect my own information and it wasn't a 'need to know' situation.

Paul's reply

Hi Jennie, Many thanks for taking the time to leave your review and kind words. This will really help me. As always, if you need me, please shout. Many thanks Paul

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in London

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

Financial planning required across multiple income streams

How has Paul Keeley helped you?

Mortgages, company insurance, employee planning & pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything, service & advice from Paul was very good.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

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

Insurance and Pension

How has Paul Keeley helped you?

Helped with policies and tidy up with various pensions

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing, very happy.

Paul's reply

Hi Michelle, Many thanks for taking the time to leave your review and for your kind words. This will really help me. As always, if you need me, please shout. Regards Paul

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Surrey

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

we needed help to invest our money for the future

How has Paul Keeley helped you?

Paul was able to advise the best way for us to invest our sayings and created an active savings plan

Have you seen the outcome you were hoping for?

we have had a good outcome; even in this unsteady financial climate

What could they have done better?

For us Paul has fulfilled all our expectations and we feel confident with all his advise and do not feel he could do any more for us

Paul's reply

Hi Lorraine, Happy New Year to you both. Thank you very much for your kind words. This will really help me. If you need me, please contact me via my normal email or phone. Many thanks Paul

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Surrey

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

I HAVE USED PAUL IN THE PAST WHEN MOVING HOME. I SAW HIS ADVERT IN A LOCAL RESIDENT MAGAZINE

How has Paul Keeley helped you?

HE HAS HELPED ARRANGE A NEW MORTGAGE AND A NEW MORTGAGE AGREEMENT

Have you seen the outcome you were hoping for?

YSE

What could they have done better?

I CANNOT THINK OF ANYTHING

Paul's reply

Hi Paddy, Many thanks for taking the time to leave a review and for your kind words. I will really help me and my company. Speak soon Regards Paul

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Berkshire

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

Getting a better interest for my current mortgage.

How has Paul Keeley helped you?

He gave me a number of brilliant options explaining the pro and cons for each. He also suggested the best deal and gave his reasons. He was also patient with me in making a decision.

Have you seen the outcome you were hoping for?

Yes. Very happy with the outcome.

Paul's reply

Hi Veeran Many thanks for taking the time to leave your review and your kind words. This will really help me and my company. If you need anything, please feel free to call or email me direct. Speak soon. Regards Paul

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Herefordshire

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

I needed sound advise on mixed pension plans I had, plus mixed providers with life insurance

How has Paul Keeley helped you?

Looked at moving all of my policies on to better providers and helped with all the paperwork to make this happen.

Have you seen the outcome you were hoping for?

Still ongoing

What could they have done better?

I believe Paul did everything right.

Paul's reply

Hi Stephen, Many thanks for taking the time to leave your review and also for your kind words. This will really help me and my company. If you need to me for anything, please call or email me direct. Speak soon. Regards Paul

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Company doing well, wanted to invest my money wisely.

How has Paul Keeley helped you?

He understood what l wanted from my money.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing. Paul has kept us updated regularly on how our money is doing, and what we could change with no pressure.

Paul's reply

Hi Ronnie, Many thanks for taking the time to leave your review and also for your kind words. This will really help me and my company. If you need to me for anything, please call or email me direct. Speak soon. Regards Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Sussex

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

We were looking to buy a house and sell our flat

How has Paul Keeley helped you?

He set up a new mortgage

Have you seen the outcome you were hoping for?

Definately!

What could they have done better?

Nothing at all, his service and communication was excellent!

Paul's reply

Hi Nick, Many thanks for leaving the review and your kind words, especially when Hayley has also already left a review. This will help me and the firm, so thank you. Speak soon. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Remortgage

How has Paul Keeley helped you?

Paul was able to research & find a remortgage that was suitable.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

N/a

Paul's reply

Hi Adrian, Thank you very much for leaving the review and your kind words....it will really help. See you Saturday. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Middlesex

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

To get investment buy to let mortgage and buying a new residential mortgage

How has Paul Keeley helped you?

Advised on the different options available and helping us to choose what was suitable to us

Have you seen the outcome you were hoping for?

Yes we got the two mortgages from Paul

What could they have done better?

I have nothing more to say as received excellent service and advise and would use him again

Paul's reply

Hi Varsha, Hope you and family are well. Thank you very much for leaving the review and your kind words....it will really help. If you need anything, please email or call me direct. Speak soon Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

Remortgaga

How has Paul Keeley helped you?

Paul gave clear and sensible advice to us and took all of the work out of making our mortgage application. He kept in touch throughout and was always on hand to answer questions. We found his customer service exemplary.

Have you seen the outcome you were hoping for?

Yes, the mortgage we took out delivered exactly what we needed.

Paul's reply

Hi Debbie, Hope you and Paul are both well. Thank you very much for leaving the review and your kind words....it will really help. If you need anything, please email or call me direct. Speak soon Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

We became increasingly aware that, although reasonably financially savvy, we were not up to date with products available and what would best fit our circumstances.

How has Paul Keeley helped you?

In short, Paul has been fantastic. He has been considered, insightful, timely and comprehensive in the advice he has given and we could not recommend him more highly.

Have you seen the outcome you were hoping for?

We have. the level of insurance and cover we now have in place is appropriate for our circumstances, and we are happy with the implicit level of risk in the investment, savings and pension products suggested.

What could they have done better?

Genuinely can't think of anything!

Paul's reply

Hi Mark, Thank you very much for leaving the review and your kind words....it will really help. Hope the new job is going well. Speak soon Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

It was provided by my employer

How has Paul Keeley helped you?

Paul help me set up my pension and has also advised my wife on other matters.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, very happy.

Paul's reply

Hi Lee, Hope your both well. Thank you very much for leaving the review and your kind words....it will really help. If you need anything, please email or call me direct. Speak soon Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

My partner was pregnant

How has Paul Keeley helped you?

Got me very competence quotes for what I needed

Have you seen the outcome you were hoping for?

Yes totally

Paul's reply

Hi Michael, Hope you and family are well. Thank you very much for leaving the review and your kind words....it will really help. How is the new flash flat ?? If you need anything, please email or call me direct. Speak soon Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Mortgage advise

How has Paul Keeley helped you?

In all areas over 2 properties inc. life finances with new children

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Always enjoy in person engagement

Paul's reply

Hi Matt, Hope you and family are well. Thank you very much for leaving the review and your kind words....it will really help. If you need anything, please email or call me direct. Speak soon Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Buying a home and rental property.

How has Paul Keeley helped you?

Provided various options and assistance to provide sensible decisions. Considerations to future planning, maternity leave and getting us great interest rates and protection.

Have you seen the outcome you were hoping for?

Yes definitely we were able to buy a family home and keep our first home as a buy to let.

What could they have done better?

He was reliable, honest and not pushy!

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Essex

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

His advice are reasonable and always find solutions without any issues.

How has Paul Keeley helped you?

find good medical insurance and pension schemes and handle them well transparent.

Have you seen the outcome you were hoping for?

transparent and suitable for us with minimum cost

Paul's reply

Hi Obey, It was great to see you again last week. Thank you very much for leaving the review and your kind words....it will really help. Speak soon Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

The IFA I was using retired and I felt I wanted to continue receiving independent advice. I don’t have lots of spare income to invest so it’s important to me that the advice I receive is of the highest quality. Paul gives me this.

How has Paul Keeley helped you?

He spent time talking to me about what I wanted to achieve and then assessed the level of risk I am happy with. He looked at my investments in light of this risk assessment and then gave me really good advice which has helped me achieve my aims.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing really. Paul is reliable, sorts things out and I have confidence in him.

Paul's reply

Hi Liz, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. Speak soon. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Starting up a new development company

How has Paul Keeley helped you?

He was helpful in all aspects of the process and couldn’t do enough to help

Have you seen the outcome you were hoping for?

100%

What could they have done better?

No he was spot on with everything

Paul's reply

Hi PAUL / Mark, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. Speak soon. Paul

Review from verified client

October, 2019

Overall

Value

Service

Advice

Based in Hertfordshire

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

Retirement and an inheritance

How has Paul Keeley helped you?

Paul guided us through all the possible alternatives for drawing a pesion and the different potential investment opportunities

Have you seen the outcome you were hoping for?

Yes, so far.

What could they have done better?

I can't think of anything in particular

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

We were looking at re-mortgaging our property for extension and loft conversion. Our mortgage lender at the time was not very helpful at the time to facilitate us in this project. We had significant equity in our property and with long term financial security Paul Keeley was able to devise a financial package for us to secure the funding for our property development project.

How has Paul Keeley helped you?

Following from the answer above, Paul was able to devise a financial package for the re-mortgage and secure a lender that fits in with our monthly payment schedule and payment period.

Have you seen the outcome you were hoping for?

We are happy with the financial outcome and the building work was completed on time and to our satisfaction.

What could they have done better?

Having met Paul Keeley for the first time he was not only professional but also friendly and had our best interest in advises he provided.

Paul's reply

Hi Michael / Diane, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. Speak soon. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Re Mortgage of my house

How has Paul Keeley helped you?

Not having a mortgage for the last 30 years Paul was able to discuss all matters relating to Re mortgaging. Also getting us the right mortgage provide.

Have you seen the outcome you were hoping for?

Definitely yes.

What could they have done better?

I just cannot think of any thing that could have been better. Every thing went to plan as he had suggested.

Paul's reply

Hi Joan & Caroline, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. Speak soon. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in West Sussex

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

Mortgage for new house purchase

How has Paul Keeley helped you?

Mortgage

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing he was amazing from start to finish and always kept us up to date with any information. He made the whole process so easy.

Paul's reply

Hi Nick / Hayley, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. Speak soon. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in London

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

Having managed to save a deposit for a house with the help of the first time buyers ISA I was ready to buy my first property

How has Paul Keeley helped you?

Having been on the high street and visiting many banks I felt thier knowledge wasn't sufficient after contacting Paul he gave me informed options and advised what was best for my circumstance.

Have you seen the outcome you were hoping for?

He managed to get me an incredible deal and a gave a personalised service. I would say I received a better outcome than I expected.

Paul's reply

Hi Neer, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. Speak soon. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

I needed a life insurance policy

How has Paul Keeley helped you?

Paul Keeley has arranged various insurance policies for myself and my business.

Have you seen the outcome you were hoping for?

Yes the policies were arranged efficiently and the service received was impeccable.

What could they have done better?

Nothing could have been done any better.

Paul's reply

Hi Justin, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. Speak soon. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in London

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

To make life easier than having to deal with individual mortgage providers

How has Paul Keeley helped you?

He has set up life insurances and residential/btl mortgages for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not that I can think of

Paul's reply

Hi Jinay, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. Speak soon. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

I wished to extend my bungalow for which I required a mortgage. In view of my age and modest earnings, I was doubtful that I would be able to secure a mortgage for this purpose.

How has Paul Keeley helped you?

Paul researched the options available and was able to find a provider who would take into account some of the rental income I have under the rent-a-room scheme. He assisted me with the application and ironed out any problems on my behalf as things progressed. He was able to get the provider to agree to a small increase in the mortgage offer when I found that the building work was going to cost a little more than I had anticipated. Paul explained everything very clearly throughout the process and always got back to me promptly when I had any queries.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the outcome. I am doubtful that I would have been able to do this without Paul's help.

Paul's reply

Hi Sue, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. Speak soon. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

We were due to re mortgage.

How has Paul Keeley helped you?

He found the best deal on the market.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Paul did everything that meet our needs for the re mortgage.

Paul's reply

Hi Kelly, Thanks for doing this, it will really help me. Speak soon. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

We contacted Paul originally to remortgage our home.

How has Paul Keeley helped you?

Paul set up at convenient meeting for us to discuss what we needed. Paul was extremely knowledgeable about different financial companies & rates etc that as lay people we had never heard about.

Have you seen the outcome you were hoping for?

Paul secured us a very beneficial mortgage for us.

What could they have done better?

To be honest Paul was in regular contact with us during the remortgage process, keeping us updated of its progress. So as far as Paul was concerned everything was excellent.

Paul's reply

Hi Adrian / Bernadette, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. See you Wednesday. Paul

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Purchasing my first home.

How has Paul Keeley helped you?

Arranged my mortgage and also life and critical illness insurance.

Have you seen the outcome you were hoping for?

Yes.

Paul's reply

Hi Danielle, Just wanted to say thank you for taking the time to leave a review. Thank you also for your kind words. This will really help me. Speak soon. Paul