Paul's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 8 )
Pensions ( 45 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 11 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 12 )
£100k - £200k ( 4 )
Up to £50k ( 17 )
£50k - 100k ( 6 )
Review
by a verified client in Cornwall
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Found the issue confusing and needed expert advice
How has Paul Chidley helped you?
Given me straightforward information which he has explained with patience having listened to what I would hope for an outcome
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No complaints. Paul was very professional and explained everything in a manner that I could understand
Review
by a verified client in Cornwall
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was seeking to combine pensions and take tax free allowance at age 55
How has Paul Chidley helped you?
Paul provided clear explanation of all available options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cornwall
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
home insurance check, mortgage rate change, information on being an executor
How has Paul Chidley helped you?
cheaper rates, clear concise information and assistance
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing 5*
Review
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to begin investing, knowing that the sooner you start, the better, and wherever I didn't understand a concept I was comfortable to query it and left Kernow Financial Planning confident in what I was doing.
How has Paul Chidley helped you?
He was approachable and nothing was too much when it came to answering questions. He helped to ensure a smooth setup of my investment account and helped me through understanding the process of risk appetite and how that ties to the specific account I ended up opening.
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
N/A
Review
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unsatisfied with my previous adviser
How has Paul Chidley helped you?
Advise on investments, life time mortgage and income
Have you seen the outcome you were hoping for?
It is very early in our relationship, but the initial contact has been very positive
What could they have done better?
Nothing