Paul's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 31 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 27 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 39 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
( 3 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 19 )
£100k - £200k ( 10 )
Up to £50k ( 8 )
£50k - 100k ( 9 )
Review
by a verified client in Northumberland
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Paul Richardson helped you?
Has helped setting up stocks and shares isas.
Have you seen the outcome you were hoping for?
Not yet as it is a long term investment.
What could they have done better?
Nothing I am aware of.
Review
by a verified client in Durham
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Just retired and was seeking advice as to investments
How has Paul Richardson helped you?
Signposting all options available to me both positive and negative outcomes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything was very professional and I felt at ease no pressure
Review
by a verified client in Tyne and Wear
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a better investment for my money.
How has Paul Richardson helped you?
He advised me on a better place to invest my money after taking into account the ever changing interest rates.
Have you seen the outcome you were hoping for?
It's early days yet but my investment is already growing.
What could they have done better?
I don't know if he could have done better but he was very professional.
Review
by a verified client in Tyne and Wear
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and financial advice
How has Paul Richardson helped you?
Recommended investment portfolio and pension transfer
Have you seen the outcome you were hoping for?
Not yet as early days
What could they have done better?
Noth
Review
by a verified client in Tyne and Wear
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I'd been left some money when my parents died and I wanted to put it to good use for the days when i was no longer going to be earning a good salary.
How has Paul Richardson helped you?
He is well organised and structures a meeting very well with relevant information and advice. There is also an opportunity to ask questions and his answers are clear. He makes suggestions and explains his reasons in detail. He also looks to the future and keeps in touch with relevant information.
Have you seen the outcome you were hoping for?
Yes - but there is always more to come.