Paul's reviews
Reviewed for
Insurance and Protection ( 50 )
Mortgages ( 67 )
Pensions ( 334 )
Equity Release ( 77 )
Retirement income (annuities, drawdown) ( 215 )
Auto Enrolment ( 1 )
Investments and Savings ( 268 )
Pension Transfers - Non Specialist ( 75 )
Inheritance Planning ( 81 )
Long Term Care ( 35 )
Pension Transfers - Specialist ( 52 )
Financial Planning ( 110 )
Financial Mentoring ( 30 )
Financial Coaching ( 12 )
Reviewers' assets
£500k+ ( 40 )
£200k - £500k ( 93 )
£100k - £200k ( 62 )
Up to £50k ( 77 )
£50k - 100k ( 50 )
Review
by a verified client in East Sussex
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing advice with a pension
How has Paul Clifford helped you?
Yes he has often offered proffesional advice which has been very helpful
Have you seen the outcome you were hoping for?
Yes
Paul:
Dear Debby, It was lovely to catch up with you recently and thank you so much for taking the time to leave a review on the service we provide to you. We really do value client feedback as this helps us to continually improve in all areas. Please feel free to contact me directly or a member of the team should the need arise between scheduled review meetings and we'll be only too happy to help. Sincere thanks again and I look forward to seeing you soon. Kind regards, PaulReview
by a verified client in East Sussex
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of pensions
How has Paul Clifford helped you?
He has taken time to listen and understand what I want to achieve and was able to bring my pensions together into one product.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nithing
Paul:
Dear Darren, It was lovely to catch up with you recently and thank you so much for taking the time to leave a review on the service we provide to you. We really do value client feedback as this helps us to continually improve in all areas. Please feel free to contact me directly or a member of the team should the need arise between scheduled review meetings and we'll be only too happy to help. Sincere thanks again and I look forward to seeing you soon. Kind regards, PaulReview
by a verified client in East Sussex
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice
How has Paul Clifford helped you?
Advice
Have you seen the outcome you were hoping for?
Y es
What could they have done better?
Nothing
Paul:
Dear Sue, It was lovely to catch up with you recently and thank you so much for taking the time to leave a review on the service we provide to you. We really do value client feedback as this helps us to continually improve in all areas. Please feel free to contact me directly or a member of the team should the need arise between scheduled review meetings and we'll be only too happy to help. Sincere thanks again and I look forward to seeing you soon. Kind regards, Paul Paul Clifford FPFS FCII EFP Chartered Financial Planner Managing DirectorReview
by a verified client in East Sussex
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
With several pension pots, I sought guidance on how to manage them effectively and maximise their long-term value. I also needed advice on planning for retirement.
How has Paul Clifford helped you?
Paul clearly explained how my existing pension pots were being managed and outlined strategies to maximise the value of each. This included transferring one pot and adjusting the fund allocations in others. He also offered insights into corporate investments and continues to provide regular updates on market trends that could impact my financial position.
Have you seen the outcome you were hoping for?
Recognising that market investments are a medium- to long-term strategy, I'm encouraged by the recent growth in value, especially given the ongoing global challenges.
What could they have done better?
I'm extremely satisfied with the way Clifford Osborne is managing my account.
Paul:
Dear Jez, It was lovely to catch up with you recently and thank you so much for taking the time to leave a review on the service we provide to you. We really do value client feedback as this helps us to continually improve in all areas. Please feel free to contact me directly or a member of the team should the need arise between scheduled review meetings and we'll be only too happy to help. Sincere thanks again and I look forward to seeing you soon. Kind regards, Paul Paul Clifford FPFS FCII EFP Chartered Financial Planner Managing DirectorReview
by a verified client in East Sussex
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a requirement to engage with a specialist
How has Paul Clifford helped you?
Paul has provided advice on my current and future financial planning needs
Have you seen the outcome you were hoping for?
Generally yes subject changing market conditions
What could they have done better?
Nothing
Paul:
Dear Nick, It was lovely to catch up with you recently and thank you so much for taking the time to leave a review on the service we provide to you. We really do value client feedback as this helps us to continually improve in all areas. Please feel free to contact me directly or a member of the team should the need arise between scheduled review meetings and we'll be only too happy to help. Sincere thanks again and I look forward to seeing you soon. Kind regards, Paul