Paul's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 33 )
Retirement income (annuities, drawdown) ( 23 )
Auto Enrolment ( 1 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 22 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 25 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 7 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Cheshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My original adviser had to retire on health grounds and introduced us.
How has Paul Rowling helped you?
He continued to advise me on all my pension and investments.
Have you seen the outcome you were hoping for?
So far so good.
Paul:
Thank you so much for your kind words. It was a privilege to be introduced by your previous adviser, and I’m glad to have been able to continue supporting you with your pensions and investments. I'm pleased to hear things are progressing well, and I’m always here if you need anything or have further questions. Thank you again for your trust – it truly means a lot. Warm regards, Paul RowlingReview
by a verified client in Cheshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferring out a pension from a final salary pension scheme to a SIPP
How has Paul Rowling helped you?
Through rocky times of Brexit, war, elections and global uncertainty Paul and his team have managed our investments as well as could be expected.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Unfortunately changing national and global events is beyond their control
Paul:
Thank you for sharing such a detailed and thoughtful review. I’m really pleased to hear that despite the many global and economic challenges over the years, you’ve remained confident in the approach we’ve taken together. Helping clients navigate uncertainty—whether that’s related to markets, legislation or broader financial planning—is a core part of what we do, and it’s reassuring to know that our guidance and communication have supported you through that journey. I look forward to continuing to support you and your family with both your financial plans and any future goals you may have.Review
by a verified client in Warwickshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After my divorce l needed help with investing
How has Paul Rowling helped you?
Paul has always given his time when needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Thank you so much for your kind review. I’m really pleased to hear that you’ve been happy with the support I’ve provided and the outcomes we’ve achieved so far. It’s always my aim to be available when needed and to offer guidance that’s clear and reassuring. I look forward to continuing to help you manage your finances and work towards your long-term goals.Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I received a pensions lump sum.
How has Paul Rowling helped you?
Paul has advised us on ISAs, investment bonds, transferring a small DB pension to a DC pension, and IHT. He has also advised us on taking a long term perspective on financial planning.
Have you seen the outcome you were hoping for?
Yes we have in general been pleased with the outcomes.
What could they have done better?
Occasionally the timing of a specific asset disposal could have been better.
Paul:
Thank you for your thoughtful review. I’m pleased to hear that you’ve been satisfied with the outcomes we’ve achieved together, particularly across a range of areas including ISAs, pension transfers and inheritance tax planning. It’s good to know that you feel confident in your financial direction, and I value the trust you’ve placed in me to support your long-term planning. If anything changes or you’d like to explore new opportunities, I’m always happy to revisit our approach with you.Review
by a verified client in Dorset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted someone who was personally recommended by a trusted friend.
How has Paul Rowling helped you?
Taken the anxiety out of trying to understand complex decisions by doing painstaking and time consuming research. It means I can get on with my life.
Have you seen the outcome you were hoping for?
Yes. I know investments can go down as well as up. The risk is well managed and the strategy is transparent.
What could they have done better?
All good.
Paul:
Thank you very much for your kind feedback. I am so pleased to hear that the advice and support provided have helped to take the anxiety out of your financial planning, allowing you to focus on what’s important to you. I am particularly glad you feel confident in the strategy and comfortable with the level of risk management in place. Providing clear, transparent advice and thorough research is at the heart of what I do, and it’s wonderful to know this has made a positive difference. Thank you again for placing your trust in me, especially through a personal recommendation. I look forward to continuing to work with you and supporting your plans for the future. Best wishes, Paul Rowling