Paul's reviews
Reviewed for
Insurance and Protection ( 49 )
Mortgages ( 67 )
Pensions ( 327 )
Equity Release ( 77 )
Retirement income (annuities, drawdown) ( 211 )
Auto Enrolment ( 1 )
Investments and Savings ( 265 )
Pension Transfers - Non Specialist ( 74 )
Inheritance Planning ( 80 )
Long Term Care ( 33 )
Pension Transfers - Specialist ( 49 )
Financial Planning ( 107 )
Financial Mentoring ( 30 )
Financial Coaching ( 12 )
Reviewers' assets
£500k+ ( 39 )
£200k - £500k ( 91 )
£100k - £200k ( 60 )
Up to £50k ( 77 )
£50k - 100k ( 50 )
Review
by a verified client in Kent
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Paul Clifford helped you?
Always available for us Always approachable Always reassuring
Have you seen the outcome you were hoping for?
Yes. Within market pressures
Paul:
Dear Nicola 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 all 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?
Initially private pension transfer.
How has Paul Clifford helped you?
Helped me make decision regarding inheritance and putting it into a bond.
Have you seen the outcome you were hoping for?
Yes, as expected and explained by Paul.
What could they have done better?
N/A Always very pleased with the advice Paul gives me.
Paul:
Dear Lynne, 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
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of pension funds.
How has Paul Clifford helped you?
He has been extremely helpful with his knowledge of dealing with the transfer of the fund and the investment of Said funds.
Have you seen the outcome you were hoping for?
Yes very much so.
What could they have done better?
Nothing excellent service highly recommended.
Paul:
Dear Nick, 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, PaulReview
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?
I wanted to make sure my money was working for me in the best way ppssible.
How has Paul Clifford helped you?
Always has given sound advice with no pressure.
Have you seen the outcome you were hoping for?
Overall i have no complaints
What could they have done better?
Nothing, everthing has been good since the begining
Paul:
Dear Terry & Nicola, 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, PaulReview
by a verified client in East Sussex
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidate pensions
How has Paul Clifford helped you?
By sorting best choice for my circumstances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Dear Bob, 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