Paul Duncalf

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

Paul was recommended and we were coming up to retirement.

How has Paul Duncalf helped you?

Sorted out my husband’s multiple pensions to a manageable one.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

Pension transfer

How has Paul Duncalf helped you?

Paul looks after my pension and offers guidance on all of my financial needs

Have you seen the outcome you were hoping for?

Yes my pension has continued to grow in value and I am happy that it reflects my overall needs

What could they have done better?

Paul is very personable and will go at a pace whereby I have a good understanding nothing could have been done better

Please provide a brief comment about your experience with Paul

We have had our initial meeting with Paul, who explained everything clearly and we are now organising a further consultation with confidence.

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

Investment planning.

How has Paul Duncalf helped you?

Positive and helpful guidance. Down to earth approach and no hard sell.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Quite happy with present outcome.

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

With the inheritance of a substantial amount, I needed guidance as to the most effective financial planning that would make best use of the monies.

How has Paul Duncalf helped you?

Paul has maintained a discreet mutually agreed presence in accordance with our requirements, together with the assurance that if needed, he is readily available by phone or email.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing