Paul Simmons

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

Fortunate enough that my parents had been using Paul's services for multiple years by the point I turned 18, following their positive reviews Paul was the ideal adviser.

How has Paul Simmons helped you?

Offered helpful advice, particularly in explaining how savings and investments will be invested and where. This was especially helpful at my first meeting as it granted a good basis for future annual review meetings and made the whole subject easier to engage in..

Have you seen the outcome you were hoping for?

Yes, we have set out the goals for my investments and I am very happy with the progress. Particularly in the way Paul summarises this in annual review meetings.

What could they have done better?

N/A

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

I wanted to optimise my finances for retirement in 3-4 years

How has Paul Simmons helped you?

He has helped me to develop a financial plan for retirement and to optimise the investment of my pension funds

Have you seen the outcome you were hoping for?

Yes, I have seen my pension fund value grow at a competitive rate.

What could they have done better?

Paul has done a very good job with my financial plans and pension fund investments. However, the separate Mazars tax advisory team took 18 months to correct an error on my HMRC tax account - I had paid HMRC ~£32k to clear my pension overpayments, but HMRC had not updated my tax account to reflect this payment. I asked the Mazars team to liaise with HMRC and correct this error, but HMRC did not do so and then repeatedly threatened to refer me to debt collectors. This was stressful.

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

Needing to plan for the future and not leaving cash in a bank

How has Paul Simmons helped you?

Got me to make decisions and to act

Have you seen the outcome you were hoping for?

Yes

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

Approaching retirement and wanting to ensure best investment of pension and investments

How has Paul Simmons helped you?

Paul has helped far beyond our original remit. He looked at our overall situation, reviewed all our finances including life insurance, pensions, savings etc. Paul has always explained things very clearly so that I, who am not financially savvy, can understand. He provides clear diagrams, graphs and projections which help to make complex situations understandable. He explains patiently and clarifies options when there are decisions to be made. He understands the complexity of families and takes this into account when giving financial advice.

Have you seen the outcome you were hoping for?

YES! We feel confident and reassured and have had good returns on our investments. If we have questions or problems Paul and his team are quick to respond and help. Paul continually reviews and updates us both in response to our changing circumstances and in relation to changes in the law, political and economic changes and the financial markets. We feel we are in safe hands.

What could they have done better?

Nothing!

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

When I was planning for retirement I felt that I needed professional advice to assist me in ensurig that I had sufficient funds to retire, and to manage those funds effectively.

How has Paul Simmons helped you?

He has reorganised our finances, including investments, pensions, life insurance etc. He has modified the planning based on our financial needs at the time, and has continued to advise and assist me and my family.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing.