Paul's reviews
Reviewed for
Insurance and Protection ( 45 )
Mortgages ( 70 )
Pensions ( 72 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 47 )
Auto Enrolment ( 2 )
Investments and Savings ( 68 )
Pension Transfers - Non Specialist ( 31 )
Inheritance Planning ( 15 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 33 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 24 )
£100k - £200k ( 14 )
Up to £50k ( 28 )
£50k - 100k ( 14 )
Review
by a verified client in Surrey
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This question does not apply in my circumstances.
How has Paul Keeley helped you?
Advising on my current and future investment and pension arrangements.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Dorset
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous advisor retired, and Paul was recommended to me by him.
How has Paul Keeley helped you?
Paul has given sensible advice options to help me decide which path/s to take.
Have you seen the outcome you were hoping for?
Not quite because a so called (U.S.) politician has totally messed up the worlds' economic structural policies.
What could they have done better?
Not a lot. Like the rest of the worlds' markets grin, bare it while weeping in their beer.!!!!
First impression
by a VouchedFor user
15 days ago
Overall
Please provide a brief comment about your experience with Paul
Professional, trustworthy, competent.
Review
by a verified client in East Sussex
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was newly retired and needed advise on planning my finances
How has Paul Keeley helped you?
he listens to his clients needs ,and has helped me in planning and managing my pension draw down
Have you seen the outcome you were hoping for?
Yees
Review
by a verified client in Surrey
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt I need for expert advise to plan for my financial future
How has Paul Keeley helped you?
Through Paul's knowledge and advise I have been able to invest financial and use my savings to take early retirement
Have you seen the outcome you were hoping for?
I have been able to take early retirement which was the outcome I wanted
What could they have done better?
I don't feel Paul could have improved his service. I am very happy with his professionalism and the service he delivers0