Paul's reviews
Reviewed for
Insurance and Protection ( 51 )
Mortgages ( 67 )
Pensions ( 361 )
Equity Release ( 77 )
Retirement income (annuities, drawdown) ( 237 )
Auto Enrolment ( 1 )
Investments and Savings ( 287 )
Pension Transfers - Non Specialist ( 82 )
Inheritance Planning ( 90 )
Long Term Care ( 35 )
Pension Transfers - Specialist ( 54 )
Financial Planning ( 123 )
Financial Mentoring ( 31 )
Financial Coaching ( 13 )
Reviewers' assets
£500k+ ( 44 )
£200k - £500k ( 102 )
£100k - £200k ( 67 )
Up to £50k ( 80 )
£50k - 100k ( 54 )
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?
I needed help to manage my pension
How has Paul Clifford helped you?
Paul advised me of my various options with regard to investing my pension
Have you seen the outcome you were hoping for?
Yes- my pension plan has progressed in the way I had hoped and expected
What could they have done better?
Nothing - all information and advice has been very helpful
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 East Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted pension advice.
How has Paul Clifford helped you?
He has helped with pension advice and other financial info that he feels might be of interest.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am very happy with the service I received from Paul.
Paul:
Dear John , 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 East Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension review, mortgage advice
How has Paul Clifford helped you?
Paul has helped us consolidate pensions, devise the foundations for a plan for retirement. Also helping me to procure life insurance through my business.
Have you seen the outcome you were hoping for?
Yes so far so good.
What could they have done better?
-
Paul:
Dear James, 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 Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating various pensions into one to make my pension work harder.
How has Paul Clifford helped you?
Advised on best way to consolidate my pensions and which provider to go for. He also advised what fund to go for based on my risk profile.
Have you seen the outcome you were hoping for?
Ongoing but results look good for my retirement target.
What could they have done better?
Nothing that I know of.
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 East Sussex
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
setting up a private pension
How has Paul Clifford helped you?
He has found a pension scheme that works for us now and in the future. He's very clear in explaining financial matters.
Have you seen the outcome you were hoping for?
To date we have
What could they have done better?
I'm not aware they could.
Paul:
Dear Clare, 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