Paul's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 14 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 12 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
3 years ago
Overall
Please provide a brief comment about your experience with Paul
Very pleasent, and easy to understand
Paul:
Thank you, Raymond It was my pleasure.Repeat review
by a verified client in Angus
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul Lothian helped you since your last review?
He keeps the communication line open and is always ready to respond to questions or comments
Repeat review
by a verified client in Angus
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul Lothian helped you since your last review?
Paul has continued to help us achieve our investment goals of a secure and rising level of income in retirement. My wife and I can fully enjoy our retirement secure in the knowledge that our finances are being closely monitored by Paul and his dedicated team of highly qualified and motivated colleagues. This is particularly important and reassuring in the current market volatility caused by the Coronavirus pandemic.
Paul:
Thank you most kindly, Gavin We at Verus are privileged to have you as our valued clients.Repeat review
by a verified client in Shetland
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul Lothian helped you since your last review?
Always ready to give advice on anything that I am concerned about. Also updates on investments especially during this uncertain times.
Paul:
Thank you, Ivor. This year marks 30 years since we first met! How time flies!Review
by a verified client in Angus
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I retired from a large oil service company and needed advice and guidance on what to do with my pension pot
How has Paul Lothian helped you?
He established what our attitude to risk was, then gauged our life style for the future and then talked through the options of pension sources
Have you seen the outcome you were hoping for?
Absolutely, he has been great and continues to keep us informed on how our pension pot is growing and discusses when we should be accessing our pension
What could they have done better?
Nothing, my opinion is that Paul was and still is faultless, I now consider him a friend