Paul's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 8 )
Financial Planning ( 9 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 7 )
Review
by a verified client in Lincolnshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need a financial plan
How has Paul Roach helped you?
Built a financial plan
Have you seen the outcome you were hoping for?
In progress
What could they have done better?
N/a
Paul:
Thank you, Jason, for taking the time to share your experience. I’m pleased to hear that you felt there was nothing we could have done better and that our work together has met your expectations so far. It’s great that you reached out with the aim of putting a clear financial plan in place. Establishing a structured approach is an important step towards achieving long-term financial security, and I’m glad we’ve been able to support you in building that plan. As you mentioned, this is very much an ongoing process, and we will continue to review and adapt your strategy as your circumstances and goals evolve. Financial planning is about creating clarity and confidence for the future, and I’m committed to ensuring you remain on track and well-informed at every stage. I look forward to continuing to work with you and helping you progress towards the outcomes you’re aiming for. Warm Regards, PaulFirst impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Paul
I was slightly worried about how to invest some money but Paul explained everything simply and I am very satisfied with the outcome. Thank you.
Paul:
Thank you, Hazel, for taking the time to share your experience. I’m really pleased to hear that you felt reassured throughout the process. It’s completely natural to feel uncertain when making investment decisions, so I’m glad I was able to explain things clearly and help you move forward with confidence. Knowing that you're satisfied with the outcome means a great deal. Helping clients make informed choices and feel secure about their financial future is always my priority. Should you ever wish to revisit your plans or explore further options, I’m here to support you. Thank you again for your kind words. Warm Regards PaulReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Former employee of the allied accountancy practice and aware of the quality of service provided.
How has Paul Roach helped you?
Reviewed my pension fund performance, suitability and level of risk. Also discussed my future plans and any potential drawdown of funds.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Paul:
Thank you, Alan, for your kind words and for taking the time to leave this review. I’m really pleased to hear that your experience has met your expectations, especially given your prior connection with the accountancy practice. It’s great to know that our review of your pension fund performance, risk levels, and long-term plans has provided the clarity and reassurance you were looking for. Helping clients feel confident in their financial arrangements — particularly when it comes to retirement planning and drawdown decisions — is a key part of the work I do, and I’m glad this has been your experience so far. Thank you again for your trust, and I look forward to continuing to support you in the future. Warm Regards PaulReview
by a verified client in Lincolnshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to keep investments on track for my future plans
How has Paul Roach helped you?
He gives clear advice and mentoring
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of
Paul:
Thank you, Theresa, for taking the time to leave such a positive review. It’s great to hear that you’ve found our work together helpful, particularly in keeping your investments aligned with your future plans. Your comments about the clarity of advice and mentoring mean a lot — providing guidance that’s easy to understand and tailored to your goals is always a priority. I’m especially pleased to know that you’re seeing the outcomes you hoped for. Financial planning is not just about numbers; it’s about giving you the confidence and structure to move forward with your life plans. It’s a privilege to support you on that journey. Thanks again for your kind feedback — I look forward to continuing to work together in the years ahead. Warm Regards PaulReview
by a verified client in Lincolnshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on pension and savings after retirement .
How has Paul Roach helped you?
keeping me on track for my future plans.
Have you seen the outcome you were hoping for?
yes
Paul:
Thank you, Robert, for taking the time to leave a review. I'm really pleased to hear that you’ve found the guidance on your pension and savings helpful as you move into retirement. It’s great to know that the support has helped keep you on track with your future plans—having a clear financial roadmap can make a big difference in maintaining confidence and peace of mind during this stage of life. I look forward to continuing our work together to ensure your retirement goals remain well supported over time. Thanks again for your kind feedback. Warm Regards Paul