Paul Bartlett
Piccadilly Wealth Management Limted
Paul's reviews
Reviewed for
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 6 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Reviewers' assets
£500k+ ( 1 )
Up to £50k ( 1 )
First impression
by a VouchedFor user
3 years ago
Overall
Please provide a brief comment about your experience with Paul
I was put in touch with Paul to discuss my financial options. Paul was confident, knowledgable and reassuring.
Review
by a verified client in Warwickshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to amalgamate my pensions and I was professionally guided through the process by Paul
How has Paul Bartlett helped you?
Excellent advice and guidance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Warwickshire
4 years ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Improve portfolio
How has Paul Bartlett helped you?
He helped improve my portfolio
Have you seen the outcome you were hoping for?
I became a customer in July, so need more time to see results.
What could they have done better?
Nothing
Review
by a verified client in Essex
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I'm close to my retirement and wanted a review and advise for how to prepare myself for retirement.
How has Paul Bartlett helped you?
Paul reviewed my current investments and savings, provided me with the a comprehensive report and advise. I also asked Paul to review my current pension pots and advise on the best way of consolidating.
Have you seen the outcome you were hoping for?
It's a long term investments, only time will tell.
What could they have done better?
I can't falter Paul for anything. Paul is knowledgeable, professional and friendly, explains financial terms in a simple language, which I found really helpful. I made changes as per Paul's advise, which is enough for now and plan to get in tough again when I fully retire.
Review
by a verified client in London
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Paul Bartlett helped you?
Gave me a verbal list of what’s available to do with my inheritance and what he and I could work together to achieve max expectations
Have you seen the outcome you were hoping for?
Long term investments, so not applicable
What could they have done better?
In my case nothing