Paul's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 3 )
Pensions ( 112 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 72 )
Investments and Savings ( 84 )
Pension Transfers - Non Specialist ( 28 )
Inheritance Planning ( 49 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 24 )
Financial Planning ( 56 )
Financial Mentoring ( 8 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 62 )
£200k - £500k ( 8 )
£100k - £200k ( 3 )
( 7 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Hertfordshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for pensions during retirement
How has Paul Simmons helped you?
Setting up a SIPP. Advice on annuities, drawdown and tax free lump sums. Annual review of our financial position and inheritance tax planning.
Have you seen the outcome you were hoping for?
Yes although inheritance tax planning is a work in progress at the moment.
What could they have done better?
Occasional errors in the financial review report
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pending retirement
How has Paul Simmons helped you?
Well
Have you seen the outcome you were hoping for?
Broadly, yes
What could they have done better?
I do not know. I would need to be an expert to answer this question.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension consolidation
How has Paul Simmons helped you?
Pensions were consolidated and my wife and I have joint annual reviews.
Have you seen the outcome you were hoping for?
Within the contraints of investment performance
What could they have done better?
Not much - better/pro active performace
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially I needed tax advice and then financial/pension planning. I was recommended to Mazars by the new CFO at the company I was working for.
How has Paul Simmons helped you?
Paul has been instrumental in helping me consolidate my pensions and plan my investments.
Have you seen the outcome you were hoping for?
The work on my pensions has been enormously helpful. It is reassuring to feel that things have been ‘tidied up’. I feel well supported. The growth in my investments has been disappointing but in line with the market and wider environment.
What could they have done better?
I’m not sure if they could have done better in the circumstances…
Review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A realisation that my wife and I needed professional advice.
How has Paul Simmons helped you?
He has provided the advice we sought in a most rigorous and professional manner.
Have you seen the outcome you were hoping for?
Indeed
What could they have done better?
Nothing that I can reasonably imagine