Paul's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 21 )
Auto Enrolment ( 1 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 18 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 23 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Dorset
a month 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 RowlingReview
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous advisor retired
How has Paul Rowling helped you?
Advice and portfolio management
Have you seen the outcome you were hoping for?
Yes
Paul:
Thank you for taking the time to leave your review. I am very pleased to hear that you feel confident you are on track towards achieving your financial goals. It’s great to know that you value the advice and portfolio management support provided, and that you find our correspondence clear and helpful. I always aim to ensure my clients feel well-informed and supported, especially when it comes to important areas such as pensions, investments, and inheritance planning. I look forward to continuing to work with you and supporting you through the next stages of your financial journey. Best wishes, Paul RowlingReview
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have had a financial adviser for many years to help with investments and mortgages. My previous adviser was retiring and he recommended Paul.
How has Paul Rowling helped you?
He has helped to consolidate my investments and has made my investments more transparent. He has taken into account my risk profile in setting up my investment portfolio.
Have you seen the outcome you were hoping for?
My investments are medium to long term and do not as yet require crystallisation. They have performed well although markets can sometimes be unpredictable.
What could they have done better?
Without a crystal ball it is difficult to see how they could have done better
Paul:
Thank you for taking the time to leave your review. I’m very pleased to hear that you have been happy with the support provided, particularly around consolidating your investments and aligning your portfolio with your risk profile. It’s great to know that you value the added transparency and the careful, personalised approach we have taken with your planning. As you rightly note, markets can be unpredictable, but having a clear, medium to long-term strategy in place is key to helping you achieve your financial goals. Please don’t hesitate to get in touch if you ever have any questions or would like to review your plans further. Warm regards, Paul RowlingReview
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Paul Rowling helped you?
Has done everything I need …
Have you seen the outcome you were hoping for?
Yes … it’s been a difficult time for investors (had every bit of bad news except an alien invasion)but he’s done a good job keeping things moving..
What could they have done better?
As with every financial advisor… get me an even better return
Paul:
Thank you for taking the time to leave your review. I’m glad to hear that you’ve been happy with the support provided and that things are moving in the right direction. It’s been a pleasure helping you navigate your pension transfer and ongoing planning. While markets have certainly tested us all recently, I’m pleased that you’ve felt well supported and that we’ve kept things on track. If there’s anything you ever want to revisit or adjust, I’m always here to help. Warm regards, Paul RowlingReview
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we were heading for retirement and had money that we needed to invest wisely
How has Paul Rowling helped you?
he has listened to our needs and advised us accordingly on a regular basis
Have you seen the outcome you were hoping for?
he has guided us through some challenging years and continues to do so
What could they have done better?
i'm not aware of anything they could have done better
Paul:
Thank you for taking the time to leave your review. I’m so pleased to hear that you’ve been happy with the advice and support provided. Helping clients approaching retirement to invest wisely and plan confidently for the future is at the heart of what I do. I’m delighted that you feel listened to and well-advised, and that the guidance has supported you both in reaching your goals and navigating changing circumstances. As always, if you have any further questions or would like to revisit your plans at any point, I’m here to help. Warm regards, Paul Rowling