Paul Scott

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

Pensions - AVC - initial setup many decades ago.

How has Paul Scott helped you?

I have been a client of Paul's for over 25 years. Throughout this time, Paul has consistently provided me with professional, reliable, and trustworthy financial advice. His knowledge of financial planning, investment strategies, and market trends has always been thorough and up-to-date, and he has taken the time to fully understand my personal circumstances and financial goals. My main focus with Paul has been around pension and savings management, but I would also consider him — and his team — as financial mentors. They are always available to discuss ideas, opportunities, and wider financial considerations, even when these are not directly connected to our core financial activities. Their support and guidance have been invaluable over the years.

Have you seen the outcome you were hoping for?

Thanks to Paul's excellent advice over the years, I now enjoy total financial freedom, with the complete flexibility to live my life exactly how I choose. His careful planning, sound strategies, and consistent support have given me the security and confidence to pursue my goals without financial worry. I feel truly in control of my future — able to make decisions based on what I want to do, not what I have to do. Job done!

What could they have done better?

Paul is approachable, patient, and explains complex matters clearly, making it easy to make informed decisions with confidence. Over the years, his advice has been invaluable, and I have always felt that he puts my best interests first. He is always available to talk and takes the time to listen carefully to any concerns or opinions I may have. Quite honestly, I cannot think of anything I could suggest to improve the service Paul provides. Based on my long experience, I have recommended Paul to friends looking for a highly capable and trustworthy financial adviser — and they too have not been disappointed.

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

We wanted to optimise our financial and tax position to plan for now and the future. Build a savings and investment plan beyond what you can achieve in high street banks aligned to our priorities and goals.

How has Paul Scott helped you?

He has created an easy to work with savings and investment portfolio which has allowed us to diversify out of high street and helped us understand what we need to do to achieve our goals. He also helped me to consolidate a number of small pension pots into one self invested pension plan i can easily see and manage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

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

I had money to invest and wanted to be informed as to how to make most tax efficient investments and gain a good return

How has Paul Scott helped you?

Paul has helped invest money and minimise my tax position over the last 5+ years with good returns

Have you seen the outcome you were hoping for?

Yes - I have seen to outcomes I was hoping for- good returns and good spread of risk

What could they have done better?

nothing really

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

I needed a financial advisor

How has Paul Scott helped you?

I have known Paul over 20 years and trust his advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really good communication

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

saving for retirement

How has Paul Scott helped you?

Paul has be of great advise and help over the last 35 years in helping me to understand investing for the future

Have you seen the outcome you were hoping for?

yes i have seen the growth that i hoped for and more