Paul's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
( 2 )
Review
by a verified client in West Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Due to the sale of a business.
How has Paul Smith helped you?
Paul has helped us to plan for our future with a greater understanding.
Have you seen the outcome you were hoping for?
Yes we have but this years been difficult due to Covid.
What could they have done better?
We've been 100% happy with all the work Paul has done for us.
Review
by a verified client in North Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension scheme .
How has Paul Smith helped you?
Advise on the Pension Scheme.
Have you seen the outcome you were hoping for?
After the sale of the Pension Scheme Property Portfolio.
What could they have done better?
More client Seminars.
Review
by a verified client in West Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had various investments that I needed to review and consolidate to ensure I was maximising investment opportunities
How has Paul Smith helped you?
Provided guidance, options and planning
Have you seen the outcome you were hoping for?
It is an ongoing investment with regular reviews
What could they have done better?
Very happy with the advice I have had, and continue to get from Paul
Review
by a verified client in West Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for someone to offer professional and independent advice
How has Paul Smith helped you?
Paul made significant effort to get to know us and asked all the right questions to really understand our circumstances and wider aspirations. I have always found his advice to be sound and explained in a way that is easily understood by an amateur when it comes to these matters. Paul is extremely approachable and always responds to queries promptly and effectively. Highly recommended.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in West Yorkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was widowed at 56 and needed to plan for my future
How has Paul Smith helped you?
He advised me the best way to save and invest
Have you seen the outcome you were hoping for?
I do not retire fir a couple of years but so far I am happy with how things are progressing
What could they have done better?
Nothing at all . Paul is always helpful and understanding