Paul McCaffrey

Paul McCaffrey

Advance Wealth Limited

Paul's reviews

Reviewed for

Insurance and Protection ( 3 )

Pensions ( 23 )

Retirement income (annuities, drawdown) ( 15 )

Investments and Savings ( 12 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 3 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 10 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 6 )

£100k - £200k ( 2 )

£50k - 100k ( 2 )

First impression

by a VouchedFor user

18 hours ago

Overall

Please provide a brief comment about your experience with Paul

Paul was very professional. He explained everything honestly. I will definitely approach him in the future. Thank you again, Riva chabbi

Review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

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

To sort out my financial needs and circumstances

How has Paul McCaffrey helped you?

Recommended to way forward for my financial options

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

No all perfect

Review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

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

Pensions

How has Paul McCaffrey helped you?

Found the best comparison for me

Have you seen the outcome you were hoping for?

Ues

What could they have done better?

Nothing

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Paul

I recently had the pleasure of discussing my pension planning with Paul and was very satisfied with the experience. Paul took time to perform extensive background research to understand my financial situation and future goals I now have a solid pension plan in place that aligns with my retirement aspirations. I can recommend Paul to anyone seeking a knowledgeable and trustworthy pensions adviser.

Review

by a verified client in Essex

3 months ago

Overall

Advice

Service

Value

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

Nearing retirement age

How has Paul McCaffrey helped you?

Clear impartial advice . No attempts to ‘sell’ or push a particular product

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing