Paul's reviews
Reviewed for
Insurance and Protection ( 56 )
Mortgages ( 67 )
Pensions ( 507 )
Equity Release ( 77 )
Retirement income (annuities, drawdown) ( 344 )
Auto Enrolment ( 1 )
Investments and Savings ( 392 )
Pension Transfers - Non Specialist ( 110 )
Inheritance Planning ( 131 )
Long Term Care ( 42 )
Pension Transfers - Specialist ( 84 )
Financial Planning ( 201 )
Financial Mentoring ( 43 )
Financial Coaching ( 14 )
( 1 )
Reviewers' assets
£500k+ ( 61 )
£200k - £500k ( 140 )
£100k - £200k ( 96 )
Up to £50k ( 87 )
£50k - 100k ( 73 )
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?
Wanted to combine pensions and make the most of the investments
How has Paul Clifford helped you?
He has advised on pulling the different pensions together into a single scheme based on the required risk
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Dear Tom & Kim, 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 Outside UK
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial needs
How has Paul Clifford helped you?
Always gave the right advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Dear Richard, 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?
Seeking financial security.
How has Paul Clifford helped you?
Advised on how to make money work for me regarding an investment.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Very pleased with advice and service.
Paul:
Dear Kim, 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 Sussex
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on how to invest my pension
How has Paul Clifford helped you?
Paul Clifford has always given me very helpful advice and information. He is very approachable, friendly and professional.
Have you seen the outcome you were hoping for?
Yes. My pension plan is progressing as expected.
What could they have done better?
Nothing. I have had all the information and help I needed
Paul:
Dear Gillian, 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 Cornwall
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I need help and advice to manage my finances
How has Paul Clifford helped you?
I have been with Paul for a number of years and not only is he supportive and engaging but he has been exemplary in his financial planning on my behalf
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Dear Lorraine, 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