Paul's reviews
Reviewed for
Insurance and Protection ( 51 )
Mortgages ( 67 )
Pensions ( 359 )
Equity Release ( 77 )
Retirement income (annuities, drawdown) ( 237 )
Auto Enrolment ( 1 )
Investments and Savings ( 286 )
Pension Transfers - Non Specialist ( 82 )
Inheritance Planning ( 90 )
Long Term Care ( 35 )
Pension Transfers - Specialist ( 54 )
Financial Planning ( 123 )
Financial Mentoring ( 31 )
Financial Coaching ( 13 )
Reviewers' assets
£500k+ ( 44 )
£200k - £500k ( 102 )
£100k - £200k ( 67 )
Up to £50k ( 80 )
£50k - 100k ( 54 )
Review
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?
Pension review, mortgage advice
How has Paul Clifford helped you?
Paul has helped us consolidate pensions, devise the foundations for a plan for retirement. Also helping me to procure life insurance through my business.
Have you seen the outcome you were hoping for?
Yes so far so good.
What could they have done better?
-
Paul:
Dear James, It was lovely to catch up with you both 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 Sussex
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating various pensions into one to make my pension work harder.
How has Paul Clifford helped you?
Advised on best way to consolidate my pensions and which provider to go for. He also advised what fund to go for based on my risk profile.
Have you seen the outcome you were hoping for?
Ongoing but results look good for my retirement target.
What could they have done better?
Nothing that I know of.
Paul:
Dear David, 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
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
setting up a private pension
How has Paul Clifford helped you?
He has found a pension scheme that works for us now and in the future. He's very clear in explaining financial matters.
Have you seen the outcome you were hoping for?
To date we have
What could they have done better?
I'm not aware they could.
Paul:
Dear Clare, It was lovely to catch up with you both 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
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and maturation of my private pension funds.
How has Paul Clifford helped you?
He has advised me regularly on the state of my pension fund which he monitors and recommended a solicitor to deal with my Power of Attorney.
Have you seen the outcome you were hoping for?
Yes.
Paul:
Dear Paul, It was lovely to catch up with you recently as always 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
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When turning 60 I wasn't sure what to do about my pension and wanted to get advice.
How has Paul Clifford helped you?
He has been very helpful explaining what he feels will be best regarding our needs & circumstance.
Have you seen the outcome you were hoping for?
Yes, we are happy with how it is going.
What could they have done better?
Paul is very easy to talk to and it's obvious he is very knowledgeable so I am happy with everything. I know I can contact him if and when necessary.
Paul:
Dear Mrs. Newbold It was lovely to catch up with you both 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 Director