Paul's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 41 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 2 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 31 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 35 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 8 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was being made redundant and also retiring, I wanted some good advice to plan for my future
How has Paul Rowling helped you?
Immensely , he offered good investment advice and helped me steer through the financial world of finance and investments
Have you seen the outcome you were hoping for?
Yes - I am very pleased with the growth of all my investments
What could they have done better?
Nothing
Paul:
Thank you for your kind feedback, it’s very much appreciated. I’m pleased to have been able to support you through such an important transition into retirement, helping to bring clarity and structure to your financial planning. It’s great to hear that you’re happy with the progress and growth of your investments. Your trust and recommendations mean a great deal, and I look forward to continuing to support you in the future.Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted objective advice to plan for eventual retirement with multiple complex pensions, stocks, ISA's etc. I also wanted to discuss how to make our portfolio as tax efficient as possible both for retirement but also for IHT.
How has Paul Rowling helped you?
Paul has calmly and professionally advised on strategies to achieve our retirement goals. His advise has clearly shown that he understands our needs and circumstances.
Have you seen the outcome you were hoping for?
Yes, we are getting there. Paul had helped us be patient and focus on longer term planning and returns. There were some obvious 'hits' along the way with Covid but the portfolio in which we have invested is doing well. I have not hesitated to recommend Paul to a number of my colleagues and friends who have since become clients of Apogee.
What could they have done better?
I sometimes wonder if the portfolio planning meetings, where Apogee and their advisors meet to discuss investments, might respond more quickly to changing market dynamics. I do however appreciate we invest for the long term and as such the portfolios are not designed to chop and change asset structures regularly.
Paul:
Thank you for your feedback, it’s greatly appreciated. I’m glad to hear that you feel supported with clear, considered advice and that you remain on track towards your retirement goals. It’s positive that the long-term approach has helped provide reassurance through periods of market uncertainty. I’m very grateful for your trust and for the recommendations you’ve made, and I look forward to continuing to work with you.Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to invest but unsure how to do it in a safe and protected way.
How has Paul Rowling helped you?
Over the years Paul has always been ready to give us advice when needed and circumstances change. For example making provision for grandchildren as they have come along.
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing that springs to mind.
Paul:
Thank you for taking the time to leave a review. I’m pleased to hear that the advice and ongoing support have helped you feel confident about your investments and financial plans. It’s also been a pleasure helping you adapt those plans as circumstances change, including making provision for your grandchildren. Thank you again for your feedback and for recommending my services to others. It’s always greatly appreciated.Review
by a verified client in Dorset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Paul took over when my original advisor retired
How has Paul Rowling helped you?
Continuity of advice and construction of replacement portfolio
Have you seen the outcome you were hoping for?
Yes
Paul:
Thank you for your review. I’m really pleased to hear that the advice and portfolio we’ve put in place are working well for you and that you feel confident about the direction of your finances. It’s a privilege to continue providing support and advice as your circumstances evolve. I’m glad our regular discussions have helped you feel confident in your financial direction, and I’ll remain focused on making sure your plans stay aligned with your long-term goals.Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement of our previous adviser who recommended Paul to us as his successor.
How has Paul Rowling helped you?
Paul reviews our finances personally with us at our home for approximately one hour every six months. He is also always approachable either over the 'phone or by email. He has tailored his support for us very well and responded appropriately to all our requests and needs in a polite, timely and accurate manner. We have confidence in Paul and his team.
Have you seen the outcome you were hoping for?
Yes. We have seen impressive gains in our portfolio thanks to Paul's efforts.
What could they have done better?
Nothing comes to mind. We are perfectly satisfied with our present level of service.
Paul:
Thank you for your kind and thoughtful review. It’s great to know you’re pleased with the service and that the advice has had a meaningful impact on your portfolio’s performance. I’m glad our regular in-person meetings and ongoing communication have provided the support and reassurance you’ve needed. I truly value the trust you’ve placed in me, and I look forward to continuing to work with you and your family in the years to come.