Paul's reviews
Reviewed for
Insurance and Protection ( 54 )
Mortgages ( 67 )
Pensions ( 461 )
Equity Release ( 77 )
Retirement income (annuities, drawdown) ( 313 )
Auto Enrolment ( 1 )
Investments and Savings ( 361 )
Pension Transfers - Non Specialist ( 104 )
Inheritance Planning ( 117 )
Long Term Care ( 41 )
Pension Transfers - Specialist ( 78 )
Financial Planning ( 179 )
Financial Mentoring ( 40 )
Financial Coaching ( 13 )
( 1 )
Reviewers' assets
£500k+ ( 58 )
£200k - £500k ( 127 )
£100k - £200k ( 90 )
Up to £50k ( 85 )
£50k - 100k ( 67 )
Review
by a verified client in East Sussex
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help after a divorce.
How has Paul Clifford helped you?
Paul has been a special help over the years and is always available for advice. Helped with future planning and investment.
Have you seen the outcome you were hoping for?
Most definitely. I followed Paul's advice and all good.
What could they have done better?
Well I will find answering this a real challenge as I am unable to think of anything at all. The staff are always accessible and helpful.
Paul:
Dear Linda, It was lovely to catch up with you recently and again this morning. 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
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions, I will be retiring soon and I need things in place
How has Paul Clifford helped you?
Finding out how much money I have in one of my work pensions and to transfer it in one other pensions
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Not knowing
Paul:
Dear Gail, It was lovely to catch up with you recently for a cuppa 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 Cambridgeshire
20 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?
Pension advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
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 Norfolk
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help to manage my pension
How has Paul Clifford helped you?
Provided investment and encouragement over use of money
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Do not know
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 Paul Clifford FPFS FCII EFP Chartered Financial Planner Managing DirectorReview
by a verified client in Norfolk
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to find investment and management for my pension
How has Paul Clifford helped you?
He has invested my pension and provided advice as requested
Have you seen the outcome you were hoping for?
Yes I have. I feel that the investment is going well
What could they have done better?
Don’t think I know enough to say
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, Paul Paul Clifford FPFS FCII EFP Chartered Financial Planner Managing Director