Paul's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 14 )
Pensions ( 58 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 1 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 3 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 14 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 14 )
£100k - £200k ( 7 )
£50k - 100k ( 9 )
Up to £50k ( 20 )
Review
by a verified client in Cornwall
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Comepeted trusr
How has Paul Chidley helped you?
Will all help ,,
Have you seen the outcome you were hoping for?
Much advice accurate
What could they have done better?
To all invoices and advice
Review
by a verified client in Cornwall
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to pensionable age and needing quality advice..
How has Paul Chidley helped you?
Always responds quickly and offers easy to understand advice in an amiable manner.
Have you seen the outcome you were hoping for?
Pretty much.
What could they have done better?
Nothing really although I was surprised at the fees taken, maybe because I had no idea what they’d be…
Review
by a verified client in Devon
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was the executor of a will and I wanted to be sure I was doing what was in the will correctly and fairly.
How has Paul Chidley helped you?
He, following questions, advised where to place the heiress's money, the heiress is, currently 8 years old, for a long term investment.
Have you seen the outcome you were hoping for?
Yes, but cannot tell until the investment has been running for few years.
What could they have done better?
Everthing was clearly explained and he made sure I fully understood everything.
Review
by a verified client in Cornwall
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension maturing
How has Paul Chidley helped you?
He dealt with my pension company
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
From a friend who Paul helped
How has Paul Chidley helped you?
Shown me a plan to massively increase my pension
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing
