Paul Clifford

Paul Clifford

Clifford Osborne Limited Independent Financial Advisers

Reviewed for

Insurance and Protection ( 47 )

Mortgages ( 67 )

Pensions ( 293 )

Equity Release ( 77 )

Retirement income (annuities, drawdown) ( 186 )

Auto Enrolment ( 1 )

Investments and Savings ( 245 )

Pension Transfers - Non Specialist ( 64 )

Inheritance Planning ( 69 )

Long Term Care ( 31 )

Pension Transfers - Specialist ( 45 )

Financial Planning ( 89 )

Financial Mentoring ( 22 )

Financial Coaching ( 10 )

Reviewers' assets

£500k+ ( 36 )

£200k - £500k ( 80 )

£100k - £200k ( 56 )

Up to £50k ( 77 )

£50k - 100k ( 44 )

Review

by a verified client in Sussex

a day ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

An inheritance from abroad

How has Paul Clifford helped you?

He takes care of all of the financial know-how and explains it well, leaving me confidently free from worrying about finances

Have you seen the outcome you were hoping for?

So far, brilliant!

What could they have done better?

All is well

Paul:

Dear Wendy & Terry, 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
Review

by a verified client in Sussex

a day ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Wanted to know options for my retirement

How has Paul Clifford helped you?

Explained how to maximise my finances

Have you seen the outcome you were hoping for?

Yes

Paul:

Dear Linda, 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
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?

For pension and investment advice.

How has Paul Clifford helped you?

For many years Paul and team have looked after our pensions and investments,and have always been confident and reassured in the excellent advice we received in a very kind and efficient way,always having the time to explain things clearly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all.

Paul:

Dear Judith , 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
Review

by a verified client in East Sussex

3 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Retirement investments

How has Paul Clifford helped you?

Advice on retirement, pensions,savings and income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul:

Dear Jim, 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
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?

Needed advice on consolidating my various pensions

How has Paul Clifford helped you?

He had sorted all my pensions into one plan and given some valuable advice about future financial planning

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

No

Paul:

Dear Helen, 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
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?

Needed to sort and combine pensions

How has Paul Clifford helped you?

Placed all our pensions in one plan with Prudential.

Have you seen the outcome you were hoping for?

Yes, all good.

What could they have done better?

All was great. No problems at all.

Paul:

Dear Darren, 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
Review

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?

My pension

How has Paul Clifford helped you?

Since about 2017

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul:

Dear Janice, 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
Review

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?

My investments were losing money. My advisor was attached to a building society so there was a limited choice of investments.

How has Paul Clifford helped you?

Paul is an Independent advisor so can recommend the most suitable investments for me.

Have you seen the outcome you were hoping for?

Yes. My investments are now making money consistently.

Paul:

Dear Vicky, 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
Review

by a verified client in Surrey

9 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We were clients of a company when we first met Paul and when he moved on we joined him

How has Paul Clifford helped you?

In many ways including drawdown, pension & investments.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Nothing, we are extremely satisfied

Paul:

Dear Joan & Paul, 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. Kind regards, Paul
Review

by a verified client in West Sussex

13 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed help.

How has Paul Clifford helped you?

Paul and his team have always provided us with an exemplary service for many years, advising and guiding us at every step. I trust him implicitly and know that I am well looked after.

Have you seen the outcome you were hoping for?

Yes, Paul has enabled us to realise the maximum benefit from our limited resources.

What could they have done better?

Very little; the team are practically perfect in every way like Mary Poppins!

Paul:

Dear Ross and Jane, It was lovely to catch up with you both recently, the marmalade is wonderful thank you again as always, and 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
Review

by a verified client in East Sussex

13 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Paul Clifford helped you?

Able to transfer it to a better fune

Have you seen the outcome you were hoping for?

Yes

Paul:

Dear Jo, 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. Enjoy your holidays ! Kind regards, Paul
Review

by a verified client in East Sussex

20 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Seeking to sort out my potential income in retirement.

How has Paul Clifford helped you?

In many ways - giving me financial advice on a range of matters as well as providing information at the right time for me to consider.

Have you seen the outcome you were hoping for?

Yes, Paul’s advice has been most valuable.

What could they have done better?

Nothing really.

Paul:

Dear Brian, 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 Director
Review

by a verified client in East Sussex

20 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

My pension was performing badly

How has Paul Clifford helped you?

Two and half years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don’t know

Paul:

Dear Jonathan, 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
Review

by a verified client in East Sussex

24 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

The proposed transfer of my defined benefit scheme into a drawdown pension scheme with another provider.

How has Paul Clifford helped you?

Paul dealt with the entire process quickly & efficiently, whilst keeping me informed at every stage.

Have you seen the outcome you were hoping for?

Definitely, the expert advice I received has paid dividends. For once my money is working for me, not the other way round. I can relax during retirement without any money worries.

What could they have done better?

Nothing, Paul & his team are second to none. Having trust in an IFA is paramount, I would not hesitate to recommend them to anyone seeking honest advice.

Paul:

Dear Guy, 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
Review

by a verified client in East Sussex

24 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Looking to combine pensions into one higher-performing fund

How has Paul Clifford helped you?

Given me good advice and combined my pensions into one better-performing fund

Have you seen the outcome you were hoping for?

Yes, so far!

What could they have done better?

Nothing

Paul:

Dear Felicity, 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
Review

by a verified client in East Sussex

24 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed advise on pensions

How has Paul Clifford helped you?

Paul advised me on consolidating my private pensions and the choices available to me for drawdown

Have you seen the outcome you were hoping for?

Yes

Paul:

Dear Theresa We really do value client feedback as this helps us to continually improve in all areas. Thank you for reviewing your previous submission, i did think it strange when i saw the feedback . I look forward to seeing you soon. Kind regards, Paul
Review

by a verified client in East Sussex

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Confidential advise

How has Paul Clifford helped you?

Positive advice

Have you seen the outcome you were hoping for?

Yes

Paul:

Dear Theresa, 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
Review

by a verified client in East Sussex

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We had a sum of money to invest

How has Paul Clifford helped you?

Our money is well invested and earning more interest than it would in a bank account.

Have you seen the outcome you were hoping for?

Yes

Paul:

Dear Diana, 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
Review

by a verified client in East Sussex

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Money to invest

How has Paul Clifford helped you?

Very good

Have you seen the outcome you were hoping for?

Yes. Profit

What could they have done better?

Nothing to compare to

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
Review

by a verified client in East Sussex

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

my previous advisor was no longer availible

How has Paul Clifford helped you?

I dont need to worry about my portfolio, Paul lets me know if anything happens that we need to consider. Luckily I just tell him when I want money and how much

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Paul:

Dear Sally, 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
Review

by a verified client in East Sussex

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We needed pension & financial planning advice

How has Paul Clifford helped you?

Paul has helped us to consolidate our pensions & help us with investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul:

Dear Steve and 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
Review

by a verified client in Kent

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Lack of knowledge about my pension

How has Paul Clifford helped you?

Paul has helped me to understand my pension my savings where I should put my money how it is growing allowing me to plan for a much better retirement

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Can’t think of anything all staff are very professional and poor as usual is on top of everything and gives the best advice he can

Paul:

Dear Gill, 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
Review

by a verified client in East Sussex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Paul worked with my husband so I continued

How has Paul Clifford helped you?

Yes very much do

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I’m very happy either way everything Paul has done got me

Paul:

Dear Carole, 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
Review

by a verified client in East Sussex

2 months 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?

Secured m pensions financial security

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

Paul:

Dear Duncan, 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. Have a wonderful Christmas and enjoy the new car ! Kind regards, Paul
Review

by a verified client in Kent

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed an advisor to transfer a company pension into a SIPP

How has Paul Clifford helped you?

Paul facilitated the process and found an appropriate pension vehicle to make the transfer

Have you seen the outcome you were hoping for?

Yes, very much so.

Paul:

Dear Sean, 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. Wishing you all a very peaceful and Happy Christmas . Paul
Review

by a verified client in East Sussex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I felt it would be in my best interest to seek advice as I was due to retire .

How has Paul Clifford helped you?

He has the knowledge and experience !

Have you seen the outcome you were hoping for?

Early days !

What could they have done better?

They have all been wonderful can't think of anything.

Paul:

Dear Victor, 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
Review

by a verified client in East Sussex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was looking for advice as to how to deal with two money purchase pension plans on my impending retirement.

How has Paul Clifford helped you?

He has advised me as to the best home for the pension plans until I need to draw them down.

Have you seen the outcome you were hoping for?

Yes - there was a market wobble, but that is now past and I am seeing the income and growth I expected.

What could they have done better?

Nothing.

Paul:

Dear Peter, 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
Review

by a verified client in East Sussex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

pension transfer

How has Paul Clifford helped you?

advised me where to put pension money very good & clear with his advice

Have you seen the outcome you were hoping for?

yes doing well

What could they have done better?

not a lot really paul & staff very good

Paul:

Dear Nigel 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
Review

by a verified client in East Sussex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I had several pension pots that needed bringing together and invested

How has Paul Clifford helped you?

Paul spent time explaining the options that were available to me and grouped my pension’s together

Have you seen the outcome you were hoping for?

Very much so, giving me confidence of a comfortable retirement

What could they have done better?

I can honestly say i am more than happy with all procedures

Paul:

Dear Jeff, 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
Review

by a verified client in East Sussex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

For financial planning regarding retirement.

How has Paul Clifford helped you?

Transferring pensions into one pot enabling me to have tax efficient funds

Have you seen the outcome you were hoping for?

Yes the funds invested in have had growth but recently with the advice from Paul have now switched funds for potential better growth

Paul:

Dear Neil, 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
Review

by a verified client in East Sussex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I initially contacted Clifford Osborne to help me to obtain a clear and precise assessment of my numerous pension pots.

How has Paul Clifford helped you?

Over the years, Paul and his team have managed my investments with professionalism and care ensuring that my needs are always at the forefront of any decisions. When I chose to withdraw some of my funds, he was extremely helpful in pointing out the consequences of this and made sure that I understood the long term effects. The withdrawal of funds was very efficient and hassle free. My reviews are always booked for me on time by his amazing team and I am astonished and pleased at how much time and care he has for me.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing, very pleased with the service I receive.

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
Review

by a verified client in East Sussex

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Release of equity from the sale of a property

How has Paul Clifford helped you?

Paul has advised on investing monies from the sale of a property, which was the reason for contacting him the first instance, but he has also provided advice on other existing financial products and identified providers with a better performance.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The advice and customer service level is excellent and I can't think of anything that could be done better.

Paul:

Dear Jean and Bob, 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
Review

by a verified client in East Sussex

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

The need to merge two pension funds and identify the best way to maximise retirement income.

How has Paul Clifford helped you?

Successful completion of the merger of two pension funds, identification of appropriate retirement income stream, and ongoing regular financial reviews and planning.

Have you seen the outcome you were hoping for?

Yes - without doubt. I have every confidence in Paul’s advice and guidance.

Paul:

Dear Ann, 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
Review

by a verified client in East Sussex

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Too many pension schemes - looked to simplify

How has Paul Clifford helped you?

Confident in his ability and approach

Have you seen the outcome you were hoping for?

1 year in, so far, so good

Paul:

Dear Penny, 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
Review

by a verified client in East Sussex

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I wanted my pension to work harder for me.

How has Paul Clifford helped you?

Advised on pension options

Have you seen the outcome you were hoping for?

Yes, I was pleasantly surprised with the increase in less than 12 months

Paul:

Dear Karen, 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 Director
Review

by a verified client in East Sussex

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Retirement looming

How has Paul Clifford helped you?

by discussing the various options open to us and making sensible suggestions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing - happy with Paul's input

Paul:

Dear Steve, 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. I can see you gave 3 stars for value with 5 for advice and service . I would be keen to understand how we could improve on this for you personally. 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
Review

by a verified client in East Sussex

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

To help invest a capital sum to provide a pension income.

How has Paul Clifford helped you?

He provided all the information and expertise I needed to invest my capital

Have you seen the outcome you were hoping for?

Yes very much so.

What could they have done better?

None that I can think of.

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 sooner than you think..... i have a little something to drop into you when passing . Kind regards, Paul
Review

by a verified client in East Sussex

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Small cash pension i wanted to invest and draw fown

How has Paul Clifford helped you?

Invested the lump sum for me which enabled me to quit work when i wanted to

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I dont yhink anythink could have been

Paul:

Dear Ken 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, Paul
Review

by a verified client in East Sussex

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Confused by all options for pension and needed advice

How has Paul Clifford helped you?

Made everything easy to understand

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything has been very satisfactory

Paul:

Dear Jill 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 ...between holidays ! Kind regards, Paul Paul Clifford FPFS FCII EFP Chartered Financial Planner Managing Director
Review

by a verified client in East Sussex

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I wanted a trusted advisor local to my home

How has Paul Clifford helped you?

Paul has always offered considered snd well thought out advise on my pension and financial status

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Paul:

Dear Nick & Susan 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
Review

by a verified client in East Sussex

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Paul Clifford helped you?

Allowing me to retire.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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
Review

by a verified client in East Sussex

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Maximising my savings

How has Paul Clifford helped you?

Good advice,great ,safe investments

Have you seen the outcome you were hoping for?

Yes

Paul:

Dear Andrew 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
Review

by a verified client in East Sussex

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I retired

How has Paul Clifford helped you?

He has advised me how best to invest my pension pot.

Have you seen the outcome you were hoping for?

Yes - my investment is growing

What could they have done better?

Nothing

Paul:

Dear Lisa, 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
Review

by a verified client in East Sussex

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

my wife and I find financial planning impossible to navigate

How has Paul Clifford helped you?

with all my pension planning and advice for the future

Have you seen the outcome you were hoping for?

yes

What could they have done better?

don't know

Paul:

Dear Nigel, 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
Review

by a verified client in East Sussex

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

The pension scheme I did have in place was not performing very well.

How has Paul Clifford helped you?

Paul transferred my pension(s) to one that is giving much better results.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing springs to mind, a good all round service has been provided.

Paul:

Dear Graham, It was lovely to catch up with you recently over a cupper 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
Review

by a verified client in East Sussex

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We were advised

How has Paul Clifford helped you?

Paul knows his subject and knows what product is right for you

Have you seen the outcome you were hoping for?

Indeed

What could they have done better?

Nothing

Paul:

Dear Hendra, 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, Paul
Review

by a verified client in East Sussex

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed advice on transferring to a Pension Scheme

How has Paul Clifford helped you?

He has been extremely helpful, transparent and knowledgeable in his advice, He is thoughtful and considerate taking into account my questions and providing me with clear answers.

Have you seen the outcome you were hoping for?

Yes I have very reassuring.

What could they have done better?

Can't think of anything.

Paul:

Dear Keith, It was lovely to catch up with you both recently at your home 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 both soon. Kind regards, Paul Paul Clifford FPFS FCII EFP Chartered Financial Planner Managing Director
Review

by a verified client in Sussex

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed to consolidate my pensions into one.

How has Paul Clifford helped you?

He gave me excellent advice on where to put my pensions.

Have you seen the outcome you were hoping for?

Yes it’s doing great.

What could they have done better?

Nothing.

Paul:

Dear Cathy 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 Director
Review

by a verified client in Sussex

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Needing advice about Pensions and how best to invest and plan for the future.

How has Paul Clifford helped you?

Paul has advised and explained everything we needed to know, in such an excellent and professional manner that we know our financial planning is in great hands.

Have you seen the outcome you were hoping for?

Ongoing but more than happy so far. Excellent customer service

What could they have done better?

Absolutely nothing. First class service

Paul:

Dear Neil, 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
Review

by a verified client in East Sussex

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Time to get our finances in order for our son

How has Paul Clifford helped you?

By giving us an excellent overview of our situation

Have you seen the outcome you were hoping for?

Well on the way now.

What could they have done better?

I am not aware of anything that could have been done better.

Paul:

Dear David, 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
Review

by a verified client in East Sussex

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

inheritance money

How has Paul Clifford helped you?

3years

Have you seen the outcome you were hoping for?

right from the start I was told in the long term my money will grow and it is proving right

What could they have done better?

nil

Paul:

Dear Tony, 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
Review

by a verified client in East Sussex

6 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pensions are a minefield you require an expert in this field

How has Paul Clifford helped you?

Paul and his team have made it so easy for me to understand the ins and outs of pensions, investments .

Have you seen the outcome you were hoping for?

Quick answer to this is yes

What could they have done better?

I don’t think Paul and his team could’ve done better. They have bent over backwards on their information and help.

Paul:

Dear Clive, 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
Review

by a verified client in East Sussex

6 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I had a private pension that wasn't performing very well and I needed advice about where to move my investment.

How has Paul Clifford helped you?

Paul found a better product with a different company and already it is performing much better.

Have you seen the outcome you were hoping for?

Yes, I have already seen a much improved return over a short period of time.

What could they have done better?

Nothing.

Paul:

Dear Julie, 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
Review

by a verified client in East Sussex

6 months 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?

Immensely

Have you seen the outcome you were hoping for?

Definitely - my future feels more organised and secure

What could they have done better?

Very happy with all aspects.

Paul:

Dear Sandra, 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 Director
First impression

by a VouchedFor user

7 months ago

Overall

Please provide a brief comment about your experience with Paul

Paul has been truly excellent, extremely professional and his services are exemplary. He is very approachable and informative. I would have no hesitation whatsoever recommending his services to anyone.

Paul:

Dear Eileen, 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
Review

by a verified client in East Sussex

7 months ago