Paul's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 60 )
Retirement income (annuities, drawdown) ( 48 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 15 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 34 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 23 )
£100k - £200k ( 13 )
Up to £50k ( 3 )
£50k - 100k ( 3 )
Review
by a verified client in Cambridgeshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To seek professional advise for pension and retirement planning.
How has Paul Stone helped you?
Paul has given independent, sound, balanced advice.
Have you seen the outcome you were hoping for?
We all desire more when considering financial return but on reflection the outcome to date has been at or above the level expected.
What could they have done better?
N/A
Review
by a verified client in Norfolk
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension Drawdown
How has Paul Stone helped you?
He is very clear and knowledgeable and explains everyone us in layman’s terms.
Have you seen the outcome you were hoping for?
Not really, but due to market conditions, Covid and Trump
What could they have done better?
Nothing
Review
by a verified client in Norfolk
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Paul Stone helped you?
Paul outlined things for us to know about our Pension Planning
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cambridgeshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted independent advice
How has Paul Stone helped you?
Manage over last few years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Administration section slow
Review
by a verified client in Norfolk
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Finishing work and needing to know what the best course of action to take regarding savings and pensions
How has Paul Stone helped you?
Giving sound advice after carefully listening to my needs and concerns
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't think there is much else he could improve