Paul's reviews
Reviewed for
Insurance and Protection ( 56 )
Mortgages ( 67 )
Pensions ( 531 )
Equity Release ( 77 )
Retirement income (annuities, drawdown) ( 360 )
Auto Enrolment ( 1 )
Investments and Savings ( 409 )
Pension Transfers - Non Specialist ( 115 )
Inheritance Planning ( 136 )
Long Term Care ( 43 )
Pension Transfers - Specialist ( 86 )
Financial Planning ( 209 )
Financial Mentoring ( 45 )
Financial Coaching ( 15 )
( 1 )
Reviewers' assets
£500k+ ( 65 )
£200k - £500k ( 148 )
£100k - £200k ( 99 )
£50k - 100k ( 74 )
Up to £50k ( 90 )
Review
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?
Initially, I had a few pension funds that needed reviewing regarding their performance.
How has Paul Clifford helped you?
Paul has advised & moved my funds into a better performing scheme, & advised on how to protect savings in the future should ill health become a problem.
Have you seen the outcome you were hoping for?
Absolutely, I am very happy with results.
What could they have done better?
Nothing springs to mind.
Paul:
Dear Graham, Always 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
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by Pension Wise to seek advice on pensions
How has Paul Clifford helped you?
Paul fitted the specific needs to our remit
Have you seen the outcome you were hoping for?
More than
What could they have done better?
Nothing
Paul:
Dear Hendra, 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?
Someone local who I could get to know trust.
How has Paul Clifford helped you?
I needed some advice on my pension and Paul explained the options clearly.
Have you seen the outcome you were hoping for?
Yes
Paul:
Dear Andy , 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 London
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lost a lot of money and needed to get back on track
How has Paul Clifford helped you?
Pulled several pensions into one easy account
Have you seen the outcome you were hoping for?
Yes
Paul:
Dear Andrew, 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 Kent
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Paul Clifford helped you?
Put a plan I place to achieve my retirement goals
Have you seen the outcome you were hoping for?
It is progress and on track
What could they have done better?
Nothing
Paul:
Dear Susan, It was lovely to catch up with you recently albeit virtually 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 as planned. Kind regards, Paul Paul Clifford FPFS FCII EFP Chartered Financial Planner Managing Director