Paul Chidley

What were the circumstances that caused you to initially look for an adviser?

General financial advice and help.

How has Paul Chidley helped you?

Expert advice.

Have you seen the outcome you were hoping for?

Yes, in the short term but have much more to do, with Paul’s help.

What were the circumstances that caused you to initially look for an adviser?

Coming close to retirement with multiple pensions that needed amalgamating

How has Paul Chidley helped you?

Paul gave good clear advice and explained every step

Have you seen the outcome you were hoping for?

Yes with regards to amalgamating the pensions but the jury is out on the result as the war in Iran could affect the outcome. However Paul played no part in starting that!

What could they have done better?

I think Paul did everything required of him to the highest standard

What were the circumstances that caused you to initially look for an adviser?

I needed to put all my pensions together.

How has Paul Chidley helped you?

He has helped me to put all my pensions together to get a better return on my money.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Very pleased with the service Paul provided.

What were the circumstances that caused you to initially look for an adviser?

I always use Paul and my current insurance company was no longer offering cover to my postcode

How has Paul Chidley helped you?

Found another insurance company which was actually cheaper than the previous year

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

What were the circumstances that caused you to initially look for an adviser?

I wanted to draw some money from my pensions

How has Paul Chidley helped you?

Paul advised me on the tax implications and organised some funds from one of my pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing