Paul's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 5 )
Pensions ( 91 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 39 )
Auto Enrolment ( 5 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 15 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 16 )
Financial Mentoring ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 19 )
£100k - £200k ( 10 )
( 1 )
Up to £50k ( 8 )
£50k - 100k ( 8 )
Review
by a verified client in Berkshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I needed some advice on or pension and future financial planning.
How has Paul Harman helped you?
Paul has helped combining our multiple pensions, advising on life insurance and future financial planning
Have you seen the outcome you were hoping for?
Absolutely
Review
by a verified client in Staffordshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice.
How has Paul Harman helped you?
Provide recommendations that I think I understand.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Derbyshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having retired I needed advice with dealing with the various pension pots I had accumulated.
How has Paul Harman helped you?
Paul has listened to what I needed financially and has dealt with everything for me. He has Amalgamated all the pots and is now monitoring the investment.I feel really confident I am being looked after. His fees are very reasonable and well worth it.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. I am extremely happy with the service received.
Review
by a verified client in Shropshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To secure investments and plan for retirement
How has Paul Harman 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 Derbyshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make sure that my investments were in the best place possible, that the investement fees I was currently paying were fair & reasonable.
How has Paul Harman helped you?
Consolidated pensions, moved pensions into different investments
Have you seen the outcome you were hoping for?
Not yet as its under 12 months since moving investments around. Paul will be feeding back annually on how the investements have been performing & ensuring that it remaiins in the best funds